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iShares ESG Advanced MSCI EAFE ETF

243 hedge funds and large institutions have $595M invested in iShares ESG Advanced MSCI EAFE ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 94 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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 +$85.4M
2 +$21.5M
3 +$16.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$11.6M
5
PAS
Park Avenue Securities
New York
+$8.39M

Top Sellers

1 -$17.3M
2 -$4.38M
3 -$2.95M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.45M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
NG
151
Navigation Group
California
$289K
MPWS
152
McCarter Private Wealth Services
Massachusetts
$285K
FCA
153
Fortis Capital Advisors
Kansas
$285K
BAM
154
Belpointe Asset Management
Nevada
$285K
AI
155
Atria Investments
North Carolina
$284K
PDL
156
Portfolio Design Labs
California
$284K
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$274K
HI
158
Human Investing
Oregon
$272K
P
159
&Partners
Tennessee
$267K
EWA
160
EverSource Wealth Advisors
Alabama
$264K
PHWM
161
Pine Harbor Wealth Management
Maryland
$261K
SWA
162
SOA Wealth Advisors
New York
$259K
RFP
163
RCS Financial Planning
Maryland
$256K
HPM
164
Hoxton Planning & Management
West Virginia
$256K
OSNBOA
165
Old Second National Bank of Aurora
Illinois
$247K
FIM
166
Freedom Investment Management
Connecticut
$234K
CIA
167
Concurrent Investment Advisors
Florida
$228K
WWG
168
West Wealth Group
California
$227K
TF
169
Theory Financial
Colorado
$226K
VA
170
Valmark Advisers
Ohio
$226K
QCM
171
Quantinno Capital Management
New York
$224K
DWM
172
Diversify Wealth Management
Utah
$216K
AA
173
Alesco Advisors
New York
$216K
RWM
174
RKL Wealth Management
Pennsylvania
$214K
AA
175
Aufman Associates
Pennsylvania
$213K