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iShares ESG Advanced MSCI EAFE ETF

222 hedge funds and large institutions have $575M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3.44% less ownership

Funds ownership: 73.07%69.63% (-3.4%)

33% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 97

Holders
222
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
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
176
Physician Wealth Advisors
Utah
$194K
HI
177
Harbour Investments
Wisconsin
$192K
AAP
178
Arax Advisory Partners
Colorado
$186K
BFO
179
Biltmore Family Office
North Carolina
$186K
NP
180
NorthRock Partners
Minnesota
$182K
GWP
181
Gen-Wealth Partners
Michigan
$179K
KFP
182
Keener Financial Planning
Texas
$179K
MIA
183
Milestone Investment Advisors
Wisconsin
$175K
GWSG
184
GPS Wealth Strategies Group
Colorado
$157K
NB
185
NBT Bank
New York
$139K
CFD
186
Creative Financial Designs
Indiana
$137K
GRP
187
Global Retirement Partners
California
$116K
RP
188
Raelipskie Partnership
Ontario, Canada
$107K
MJRIC
189
Mogy Joel R Investment Counsel
California
$94.2K
AWM
190
AE Wealth Management
Kansas
$93.9K
PS
191
Principal Securities
Iowa
$91.1K
JWA
192
JFS Wealth Advisors
Pennsylvania
$87.9K
US Bancorp
193
US Bancorp
Minnesota
$87.5K
Comerica Bank
194
Comerica Bank
Texas
$84.2K
MYIA
195
Mount Yale Investment Advisors
Colorado
$76.2K
TPWA
196
Twin Peaks Wealth Advisors
California
$67.4K
HDIM
197
Hanson & Doremus Investment Management
Vermont
$55K
National Bank of Canada
198
National Bank of Canada
Quebec, Canada
$50.5K
RF
199
Rossby Financial
Florida
$50.5K
TIM
200
Tortoise Investment Management
New York
$47.3K