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iShares ESG Advanced MSCI EAFE ETF

242 hedge funds and large institutions have $596M invested in iShares ESG Advanced MSCI EAFE ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 8

154% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 37

46% more capital invested

Capital invested by funds: $408M → $596M (+$188M)

25% more funds holding

Funds holding: 194242 (+48)

10.7% more ownership

Funds ownership: 63.05%73.75% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
242
Holders Change
+48
Holders Change %
+24.74%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
61
Increased
94
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFSC
151
Keystone Financial Services (Colorado)
Colorado
$290K +$301K +3,847 New
NG
152
Navigation Group
California
$289K +$300K +3,832 New
MPWS
153
McCarter Private Wealth Services
Massachusetts
$285K
BAM
154
Belpointe Asset Management
Nevada
$285K +$295K +3,776 New
FCA
155
Fortis Capital Advisors
Kansas
$285K +$295K +3,776 New
AI
156
Atria Investments
North Carolina
$284K +$295K +3,767 New
PDL
157
Portfolio Design Labs
California
$284K
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$274K
HI
159
Human Investing
Oregon
$272K -$2.11K -27 -0.7%
P
160
&Partners
Tennessee
$267K +$277K +3,540 New
EWA
161
EverSource Wealth Advisors
Alabama
$264K +$273K +3,497 New
PHWM
162
Pine Harbor Wealth Management
Maryland
$261K
SWA
163
SOA Wealth Advisors
New York
$259K
RFP
164
RCS Financial Planning
Maryland
$256K +$266K +3,396 New
HPM
165
Hoxton Planning & Management
West Virginia
$256K +$265K +3,388 New
OSNBOA
166
Old Second National Bank of Aurora
Illinois
$247K
FIM
167
Freedom Investment Management
Connecticut
$234K +$243K +3,105 New
CIA
168
Concurrent Investment Advisors
Florida
$228K +$237K +3,028 New
WWG
169
West Wealth Group
California
$227K -$6.1K -78 -3%
TF
170
Theory Financial
Colorado
$226K +$235K +3,000 New
VA
171
Valmark Advisers
Ohio
$226K
QCM
172
Quantinno Capital Management
New York
$224K
DWM
173
Diversify Wealth Management
Utah
$216K +$214K +2,741 New
AA
174
Alesco Advisors
New York
$216K +$224K +2,859 New
RWM
175
RKL Wealth Management
Pennsylvania
$214K