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iShares ESG Advanced MSCI EAFE ETF

222 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 33 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.44% less ownership

Funds ownership: 73.07%69.63% (-3.4%)

33% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 97

Holders
222
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
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
151
Lifelong Wealth Advisors
Minnesota
$267K
FHA
152
Flagship Harbor Advisors
Massachusetts
$266K
TF
153
Theory Financial
Colorado
$264K
SB
154
Strategic Blueprint
Georgia
$259K
PHWM
155
Pine Harbor Wealth Management
Maryland
$258K
NWMG
156
National Wealth Management Group
Ohio
$254K
SWA
157
SOA Wealth Advisors
New York
$250K
Mariner
158
Mariner
Kansas
$246K
BFG
159
Buttonwood Financial Group
Missouri
$240K
VWM
160
Venturi Wealth Management
Texas
$232K
WWG
161
West Wealth Group
California
$227K
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$227K
HI
163
Human Investing
Oregon
$224K
HPM
164
Hoxton Planning & Management
West Virginia
$222K
QCM
165
Quantinno Capital Management
New York
$221K
TWP
166
Tempus Wealth Planning
California
$221K
P
167
&Partners
Tennessee
$220K
First Trust Advisors
168
First Trust Advisors
Illinois
$211K
VA
169
Valmark Advisers
Ohio
$209K
ZIM
170
Zacks Investment Management
Illinois
$206K
AWS
171
Atria Wealth Solutions
New York
$205K
WA
172
WBH Advisory
Maryland
$204K
RWM
173
RKL Wealth Management
Pennsylvania
$204K
AA
174
Aufman Associates
Pennsylvania
$203K
CAL
175
Capital Analysts LLC
Pennsylvania
$196K