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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
NP
176
NorthRock Partners
Minnesota
$102K
RP
177
Raelipskie Partnership
Ontario, Canada
$96.9K
NB
178
NBT Bank
New York
$93.6K
PS
179
Principal Securities
Iowa
$87.2K
AWM
180
AE Wealth Management
Kansas
$85.9K
MJRIC
181
Mogy Joel R Investment Counsel
California
$85.2K
JWA
182
JFS Wealth Advisors
Pennsylvania
$85K
Comerica Bank
183
Comerica Bank
Texas
$76.2K
US Bancorp
184
US Bancorp
Minnesota
$75.5K
Jones Financial Companies
185
Jones Financial Companies
Missouri
$74.2K
IA
186
IFP Advisors
Florida
$68.6K
RF
187
Rossby Financial
Florida
$62K
HDIM
188
Hanson & Doremus Investment Management
Vermont
$50K
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$45.5K
CA
190
Continuum Advisory
Idaho
$42.8K
TIM
191
Tortoise Investment Management
New York
$31.6K
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$30.5K
CAWM
193
Capital A Wealth Management
Pennsylvania
$17.4K
B
194
Birchbrook
Maine
$17.4K
WCM
195
WealthTrak Capital Management
Virginia
$16.8K
CPG
196
Cornerstone Planning Group
New Jersey
$16.3K
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$14K
T
198
Transce3nd
Texas
$13.6K
CFO
199
CVA Family Office
Colorado
$13.3K
NWMP
200
Noble Wealth Management PBC
Colorado
$11.2K