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iShares ESG Advanced MSCI EAFE ETF

222 hedge funds and large institutions have $575M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.44% less ownership

Funds ownership: 73.07%69.63% (-3.4%)

33% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 97

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PDL
126
Portfolio Design Labs
California
$422K
KFSC
127
Keystone Financial Services (Colorado)
Colorado
$415K
CPBTD
128
Central Pacific Bank - Trust Division
Hawaii
$390K
PFA
129
Pathway Financial Advisors
Vermont
$385K
PAG
130
Private Advisor Group
New Jersey
$374K
CA
131
CoreCap Advisors
Michigan
$359K
SFMG
132
Sage Financial Management Group
Virginia
$358K
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$356K
MCM
134
MAI Capital Management
Ohio
$354K
MWM
135
MBE Wealth Management
Wisconsin
$342K
WFS
136
WealthGarden F.S.
California
$338K
LIA
137
LifePlan Investment Advisors
North Carolina
$336K
CWM
138
Connecticut Wealth Management
Connecticut
$301K
EWA
139
EverSource Wealth Advisors
Alabama
$298K
SAI
140
Savvy Advisors Inc
New York
$293K
CC
141
Copperleaf Capital
North Carolina
$293K
AA
142
Armis Advisers
Georgia
$289K
HI
143
Humankind Investments
New York
$289K
EL
144
EQ LLC
Washington
$288K
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$287K
FHA
146
First Horizon Advisors
Tennessee
$280K
AI
147
Atria Investments
North Carolina
$277K
OPWM
148
Oregon Pacific Wealth Management
Oregon
$275K
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$271K
AM
150
AGF Management
Ontario, Canada
$268K