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iShares ESG Advanced MSCI EAFE ETF

190 hedge funds and large institutions have $407M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 71 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12.72% less ownership

Funds ownership: 70.49%57.77% (-13%)

15% less funds holding

Funds holding: 224190 (-34)

27% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 71

30% less capital invested

Capital invested by funds: $582M → $407M (-$175M)

58% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 45

Holders
190
Holders Change
-34
Holders Change %
-15.18%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
52
Reduced
71
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
151
Keener Financial Planning
Texas
$182K
MIA
152
Milestone Investment Advisors
Wisconsin
$178K
AssetMark Inc
153
AssetMark Inc
California
$171K -$2.55M -34,186 -94%
RPC
154
Rossmore Private Capital
Connecticut
$168K +$165K +2,218 New
GWSG
155
GPS Wealth Strategies Group
Colorado
$150K -$9.01K -121 -6%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$126K +$124K +1,663 New
HI
157
Harbour Investments
Wisconsin
$118K -$76.1K -1,022 -40%
RP
158
Raelipskie Partnership
Ontario, Canada
$109K
NB
159
NBT Bank
New York
$105K -$67.3K -904 -44%
MJRIC
160
Mogy Joel R Investment Counsel
California
$95.8K
PS
161
Principal Securities
Iowa
$92.7K
US Bancorp
162
US Bancorp
Minnesota
$89K
GRP
163
Global Retirement Partners
California
$74.8K -$42.4K -570 -37%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$68.5K -$159K -2,141 -70%
HDIM
165
Hanson & Doremus Investment Management
Vermont
$57K +$968 +13 +2%
RF
166
Rossby Financial
Florida
$51.8K
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$51.5K
UBS AM
168
UBS AM
Illinois
$50.3K +$49.4K +664 New
TIM
169
Tortoise Investment Management
New York
$48.1K
MWA
170
Medallion Wealth Advisors
Connecticut
$47.1K
CAM
171
Clarity Asset Management
Iowa
$39K
Jones Financial Companies
172
Jones Financial Companies
Missouri
$25.8K -$10.9K -147 -30%
DF
173
Dunhill Financial
United Kingdom
$19.3K
EWM
174
Evolution Wealth Management
Florida
$19.2K
B
175
Birchbrook
Maine
$18.7K