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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 20 funds opening new positions, 54 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $618M → $546M (-$71.8M)

47% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 102

Holders
210
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.1M
2 +$6.35M
3 +$5.65M
4
SEI Investments
SEI Investments
Pennsylvania
+$2.22M
5
NA
NewEdge Advisors
Louisiana
+$2.17M

Top Sellers

1 -$56M
2 -$23.8M
3 -$7.85M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.78M
5
PAS
Park Avenue Securities
New York
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
151
Hoxton Planning & Management
West Virginia
$244K
LWA
152
Lifelong Wealth Advisors
Minnesota
$242K
TF
153
Theory Financial
Colorado
$239K
FLPIM
154
F.L. Putnam Investment Management
Massachusetts
$237K
PHWM
155
Pine Harbor Wealth Management
Maryland
$233K
Mariner
156
Mariner
Kansas
$230K
AM
157
AGF Management
Ontario, Canada
$229K
CPBTD
158
Central Pacific Bank - Trust Division
Hawaii
$227K
SWA
159
SOA Wealth Advisors
New York
$226K
CWM
160
Connecticut Wealth Management
Connecticut
$225K
VWM
161
Venturi Wealth Management
Texas
$224K
HI
162
Humankind Investments
New York
$218K
BFG
163
Buttonwood Financial Group
Missouri
$210K
WWG
164
West Wealth Group
California
$210K
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$206K
HI
166
Harbour Investments
Wisconsin
$182K
FHA
167
First Horizon Advisors
Tennessee
$181K
PWA
168
Physician Wealth Advisors
Utah
$177K
CAL
169
Capital Analysts LLC
Pennsylvania
$171K
BFO
170
Biltmore Family Office
North Carolina
$168K
GWP
171
Gen-Wealth Partners
Michigan
$164K
KFP
172
Keener Financial Planning
Texas
$162K
MIA
173
Milestone Investment Advisors
Wisconsin
$158K
CFD
174
Creative Financial Designs
Indiana
$142K
GWSG
175
GPS Wealth Strategies Group
Colorado
$142K