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iShares ESG Advanced MSCI EAFE ETF

223 hedge funds and large institutions have $582M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 99 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.79% less ownership

Funds ownership: 73.27%70.48% (-2.8%)

35% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 99

Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
AA
176
Aufman Associates
Pennsylvania
$203K
CAL
177
Capital Analysts LLC
Pennsylvania
$196K
PWA
178
Physician Wealth Advisors
Utah
$194K
HI
179
Harbour Investments
Wisconsin
$192K
AAP
180
Arax Advisory Partners
Colorado
$186K
BFO
181
Biltmore Family Office
North Carolina
$186K
GWP
182
Gen-Wealth Partners
Michigan
$179K
KFP
183
Keener Financial Planning
Texas
$179K
MIA
184
Milestone Investment Advisors
Wisconsin
$175K
GWSG
185
GPS Wealth Strategies Group
Colorado
$157K
NB
186
NBT Bank
New York
$139K
CFD
187
Creative Financial Designs
Indiana
$137K
GRP
188
Global Retirement Partners
California
$116K
RP
189
Raelipskie Partnership
Ontario, Canada
$107K
MJRIC
190
Mogy Joel R Investment Counsel
California
$94.2K
AWM
191
AE Wealth Management
Kansas
$93.9K
PS
192
Principal Securities
Iowa
$91.1K
JWA
193
JFS Wealth Advisors
Pennsylvania
$87.9K
US Bancorp
194
US Bancorp
Minnesota
$87.5K
Comerica Bank
195
Comerica Bank
Texas
$84.2K
MYIA
196
Mount Yale Investment Advisors
Colorado
$76.2K
TPWA
197
Twin Peaks Wealth Advisors
California
$67.4K
HDIM
198
Hanson & Doremus Investment Management
Vermont
$55K
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$50.5K
RF
200
Rossby Financial
Florida
$50.5K