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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

221 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 32 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+11
Holders Change %
+5.24%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
65
Reduced
97
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$5.27M
2
LPL Financial
2
LPL Financial
California
$25.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.78M
4
RWP
4
RWA Wealth Partners
Massachusetts
$9.62M
5
DRP
5
Decker Retirement Planning
Utah
$2.23M

Top Sellers

1
PAS
1
Park Avenue Securities
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$8.07M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.87M
5
BlackRock
5
BlackRock
New York
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
151
Lifelong Wealth Advisors
Minnesota
$267K -$670 -9 -0.3%
FHA
152
Flagship Harbor Advisors
Massachusetts
$266K +$266K +3,576 New
TF
153
Theory Financial
Colorado
$264K +$8.4K +117 +3%
SB
154
Strategic Blueprint
Georgia
$259K -$36K -484 -12%
PHWM
155
Pine Harbor Wealth Management
Maryland
$258K – – –
SWA
156
SOA Wealth Advisors
New York
$250K +$223 +3 +0.1%
Mariner
157
Mariner
Kansas
$246K -$8.04K -108 -3%
BFG
158
Buttonwood Financial Group
Missouri
$240K -$2.36K -32 -1%
VWM
159
Venturi Wealth Management
Texas
$232K -$16.5K -221 -7%
WWG
160
West Wealth Group
California
$227K -$218 -3 -0.1%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$227K +$211K +2,837 +1,364%
HI
162
Human Investing
Oregon
$224K +$224K +3,013 New
HPM
163
Hoxton Planning & Management
West Virginia
$222K -$47.4K -637 -18%
QCM
164
Quantinno Capital Management
New York
$221K +$221K +2,973 New
TWP
165
Tempus Wealth Planning
California
$221K -$53.4K -718 -19%
P
166
&Partners
Tennessee
$220K +$220K +2,924 New
First Trust Advisors
167
First Trust Advisors
Illinois
$211K +$211K +2,828 New
VA
168
Valmark Advisers
Ohio
$209K +$209K +2,814 New
ZIM
169
Zacks Investment Management
Illinois
$206K +$206K +2,763 New
AWS
170
Atria Wealth Solutions
New York
$205K -$1.86M -24,951 -90%
WA
171
WBH Advisory
Maryland
$204K +$204K +2,743 New
RWM
172
RKL Wealth Management
Pennsylvania
$204K +$204K +2,741 New
AA
173
Aufman Associates
Pennsylvania
$203K +$203K +2,728 New
CAL
174
Capital Analysts LLC
Pennsylvania
$196K +$7.06K +95 +4%
PWA
175
Physician Wealth Advisors
Utah
$194K -$1.71K -23 -0.9%
5 6
7
8 9