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iShares ESG Advanced MSCI EAFE ETF

184 hedge funds and large institutions have $393M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

32% less capital invested

Capital invested by funds: $581M → $393M (-$188M)

60% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 45

Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
AssetMark Inc
151
AssetMark Inc
California
$171K
RPC
152
Rossmore Private Capital
Connecticut
$168K
GWSG
153
GPS Wealth Strategies Group
Colorado
$150K
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$126K
HI
155
Harbour Investments
Wisconsin
$118K
RP
156
Raelipskie Partnership
Ontario, Canada
$109K
NB
157
NBT Bank
New York
$105K
MJRIC
158
Mogy Joel R Investment Counsel
California
$95.8K
PS
159
Principal Securities
Iowa
$92.7K
US Bancorp
160
US Bancorp
Minnesota
$89K
GRP
161
Global Retirement Partners
California
$74.8K
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$68.5K
HDIM
163
Hanson & Doremus Investment Management
Vermont
$57K
RF
164
Rossby Financial
Florida
$51.8K
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$51.5K
UBS AM
166
UBS AM
Illinois
$50.3K
TIM
167
Tortoise Investment Management
New York
$48.1K
CAM
168
Clarity Asset Management
Iowa
$39K
Jones Financial Companies
169
Jones Financial Companies
Missouri
$25.8K
DF
170
Dunhill Financial
United Kingdom
$19.3K
EWM
171
Evolution Wealth Management
Florida
$19.2K
B
172
Birchbrook
Maine
$18.7K
CFD
173
Creative Financial Designs
Indiana
$16.7K
CFO
174
CVA Family Office
Colorado
$14.9K
1NWS
175
1 North Wealth Services
Maryland
$9.85K