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iShares ESG Advanced MSCI EAFE ETF

210 hedge funds and large institutions have $546M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-8
Holders Change %
-3.67%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
54
Reduced
101
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HPM
151
Hoxton Planning & Management
West Virginia
$244K +$244K +3,623 New
LWA
152
Lifelong Wealth Advisors
Minnesota
$242K -$36.1K -536 -13%
TF
153
Theory Financial
Colorado
$239K -$134K -1,984 -36%
FLPIM
154
F.L. Putnam Investment Management
Massachusetts
$237K -$93.4K -1,387 -28%
PHWM
155
Pine Harbor Wealth Management
Maryland
$233K
Mariner
156
Mariner
Kansas
$230K -$211K -3,137 -48%
AM
157
AGF Management
Ontario, Canada
$229K +$13.5K +200 +6%
CPBTD
158
Central Pacific Bank - Trust Division
Hawaii
$227K
SWA
159
SOA Wealth Advisors
New York
$226K
CWM
160
Connecticut Wealth Management
Connecticut
$225K +$225K +3,337 New
VWM
161
Venturi Wealth Management
Texas
$224K -$53.3K -792 -19%
HI
162
Humankind Investments
New York
$218K +$218K +3,245 New
BFG
163
Buttonwood Financial Group
Missouri
$210K -$123K -1,916 -37%
WWG
164
West Wealth Group
California
$210K -$173K -2,577 -45%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$206K -$56.9K -845 -22%
HI
166
Harbour Investments
Wisconsin
$182K -$15.8K -234 -8%
FHA
167
First Horizon Advisors
Tennessee
$181K -$123K -1,830 -41%
PWA
168
Physician Wealth Advisors
Utah
$177K -$7.41K -110 -4%
CAL
169
Capital Analysts LLC
Pennsylvania
$171K -$76.2K -1,133 -31%
BFO
170
Biltmore Family Office
North Carolina
$168K
GWP
171
Gen-Wealth Partners
Michigan
$164K -$87.8K -1,304 -35%
KFP
172
Keener Financial Planning
Texas
$162K
MIA
173
Milestone Investment Advisors
Wisconsin
$158K
CFD
174
Creative Financial Designs
Indiana
$142K -$3.23K -48 -2%
GWSG
175
GPS Wealth Strategies Group
Colorado
$142K +$10.8K +160 +8%