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iShares ESG Advanced MSCI EAFE ETF

194 hedge funds and large institutions have $408M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 51

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5.28% more ownership

Funds ownership: 57.77%63.05% (+5.3%)

2% more funds holding

Funds holding: 190194 (+4)

0% more capital invested

Capital invested by funds: $407M → $408M (+$779K)

Holders
194
Holders Change
+4
Holders Change %
+2.11%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
24
Increased
87
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Human Investing
Oregon
$273K -$2.06K -27 -0.7%
NWMG
127
National Wealth Management Group
Ohio
$265K +$1.75K +23 +0.7%
PHWM
128
Pine Harbor Wealth Management
Maryland
$260K
SWA
129
SOA Wealth Advisors
New York
$258K +$992 +13 +0.4%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$255K -$112K -1,473 -31%
OSNBOA
131
Old Second National Bank of Aurora
Illinois
$247K +$250K +3,280 New
WWG
132
West Wealth Group
California
$232K +$2.75K +36 +1%
VWM
133
Venturi Wealth Management
Texas
$229K -$305 -4 -0.1%
VA
134
Valmark Advisers
Ohio
$225K
QCM
135
Quantinno Capital Management
New York
$223K
GSEP
136
Golden State Equity Partners
California
$219K +$222K +2,911 New
PI
137
PFG Investments
New York
$219K +$222K +2,909 New
MWM
138
MBE Wealth Management
Wisconsin
$217K -$54K -708 -20%
RA
139
RFG Advisory
Alabama
$217K -$400K -5,245 -65%
RWM
140
RKL Wealth Management
Pennsylvania
$213K +$7.02K +92 +3%
AA
141
Aufman Associates
Pennsylvania
$212K +$6.94K +91 +3%
JMNC
142
J. Mark Nickell & Co
Tennessee
$209K +$212K +2,775 New
ZIM
143
Zacks Investment Management
Illinois
$208K
AA
144
Aire Advisors
California
$202K +$1.22K +16 +0.6%
SPAS
145
Spectrum Planning & Advisory Services
California
$202K +$153 +2 +0.1%
AAP
146
Arax Advisory Partners
Colorado
$200K +$203K +2,667 New
BFO
147
Biltmore Family Office
North Carolina
$188K
GFA
148
Godfrey Financial Associates
New York
$181K +$184K +2,411 New
PWA
149
Physician Wealth Advisors
Utah
$177K -$19.7K -258 -10%
MIA
150
Milestone Investment Advisors
Wisconsin
$175K -$1.22K -16 -0.7%