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iShares ESG Advanced MSCI EAFE ETF

194 hedge funds and large institutions have $408M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 51

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5.28% more ownership

Funds ownership: 57.77%63.05% (+5.3%)

2% more funds holding

Funds holding: 190194 (+4)

0% more capital invested

Capital invested by funds: $407M → $408M (+$779K)

Holders
194
Holders Change
+4
Holders Change %
+2.11%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
24
Increased
87
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPC
151
Rossmore Private Capital
Connecticut
$167K
AssetMark Inc
152
AssetMark Inc
California
$153K -$16.6K -217 -10%
US Bancorp
153
US Bancorp
Minnesota
$148K +$60.2K +789 +67%
LGWM
154
Litman Gregory Wealth Management
California
$136K +$139K +1,816 New
NB
155
NBT Bank
New York
$136K +$32.3K +424 +37%
CH
156
CDKV Holdings
Colorado
$112K +$113K +1,485 New
RP
157
Raelipskie Partnership
Ontario, Canada
$102K -$6.48K -85 -6%
MJRIC
158
Mogy Joel R Investment Counsel
California
$95.1K
HI
159
Harbour Investments
Wisconsin
$85.2K -$32.7K -429 -27%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$82.5K -$43.1K -565 -34%
AIA
161
Armor Investment Advisors
North Carolina
$74.5K +$75.6K +991 New
DF
162
Dunhill Financial
United Kingdom
$62.5K +$43.9K +576 +226%
HDIM
163
Hanson & Doremus Investment Management
Vermont
$58K +$992 +13 +2%
RF
164
Rossby Financial
Florida
$51K
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$50.9K
UBS AM
166
UBS AM
Illinois
$49.6K -$305 -4 -0.6%
MWA
167
Medallion Wealth Advisors
Connecticut
$46.8K
CAM
168
Clarity Asset Management
Iowa
$40K +$1.3K +17 +3%
SWM
169
SHP Wealth Management
Massachusetts
$35.9K +$36.5K +478 New
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$33.5K +$34K +446 New
EWM
171
Evolution Wealth Management
Florida
$31.5K +$12.6K +165 +65%
Jones Financial Companies
172
Jones Financial Companies
Missouri
$27.3K +$1.45K +19 +6%
B
173
Birchbrook
Maine
$22.8K +$4.35K +57 +23%
SG
174
Sankala Group
Colorado
$16.6K +$15.5K +203 New
CFO
175
CVA Family Office
Colorado
$14.8K