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iShares ESG Advanced MSCI EAFE ETF

190 hedge funds and large institutions have $407M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 71 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12.72% less ownership

Funds ownership: 70.49%57.77% (-13%)

15% less funds holding

Funds holding: 224190 (-34)

27% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 71

30% less capital invested

Capital invested by funds: $582M → $407M (-$175M)

58% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 45

Holders
190
Holders Change
-34
Holders Change %
-15.18%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
52
Reduced
71
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
176
Creative Financial Designs
Indiana
$16.7K -$120K -1,616 -88%
CFO
177
CVA Family Office
Colorado
$14.9K
NWMP
178
Noble Wealth Management PBC
Colorado
$12.6K +$12.4K +166 New
1NWS
179
1 North Wealth Services
Maryland
$9.85K
BL
180
BFSG LLC
California
$6.67K
MBFW
181
Morton Brown Family Wealth
Pennsylvania
$4.54K
WWM
182
Wolff Wiese Magana
California
$3.71K +$1.49K +20 +69%
TFA
183
Transamerica Financial Advisors
Florida
$2.69K +$2.68K +36 New
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.65K
IA
185
IFP Advisors
Florida
$1.44K -$74 -1 -5%
SWP
186
Strategic Wealth Partners
Ohio
$1.24K +$1.19K +16 New
SAM
187
Smartleaf Asset Management
Massachusetts
$980 -$1.27K -17 -57%
PA
188
Parallel Advisors
California
$833
KG
189
Kilter Group
New York
$758 -$9.53K -128 -93%
AWM
190
AE Wealth Management
Kansas
$530 -$93.4K -1,254 -99%
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
-$22.4M -300,907 Closed
HGWM
192
Horst & Graben Wealth Management
Oregon
-$1.57M -21,038 Closed
UCFA
193
United Capital Financial Advisors
Texas
-$1.53M -20,585 Closed
DL
194
DOHJ LLC
Washington
-$1.28M -18,783 Closed
SHJ
195
Sharkey, Howes & Javer
Colorado
-$1.36M -18,309 Closed
EH
196
Equitable Holdings
New York
-$1.21M -16,261 Closed
Bank of New York Mellon
197
Bank of New York Mellon
New York
-$914K -12,279 Closed
BCI
198
Brinker Capital Investments
Pennsylvania
-$889K -11,942 Closed
MOS
199
MGO One Seven
Ohio
-$868K -11,658 Closed
APW
200
Austin Private Wealth
Texas
-$858K -11,528 Closed