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iShares ESG Advanced MSCI EAFE ETF

188 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, 69 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
188
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
CFO
176
CVA Family Office
Colorado
$14.9K
NWMP
177
Noble Wealth Management PBC
Colorado
$12.6K
1NWS
178
1 North Wealth Services
Maryland
$9.85K
BL
179
BFSG LLC
California
$6.67K
MBFW
180
Morton Brown Family Wealth
Pennsylvania
$4.54K
WWM
181
Wolff Wiese Magana
California
$3.71K
TFA
182
Transamerica Financial Advisors
Florida
$2.69K
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.65K
IA
184
IFP Advisors
Florida
$1.51K
SWP
185
Strategic Wealth Partners
Ohio
$1.24K
SAM
186
Smartleaf Asset Management
Massachusetts
$980
PA
187
Parallel Advisors
California
$833
AWM
188
AE Wealth Management
Kansas
$530
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
HGWM
190
Horst & Graben Wealth Management
Oregon
UCFA
191
United Capital Financial Advisors
Texas
DL
192
DOHJ LLC
Washington
SHJ
193
Sharkey, Howes & Javer
Colorado
EH
194
Equitable Holdings
New York
Bank of New York Mellon
195
Bank of New York Mellon
New York
BCI
196
Brinker Capital Investments
Pennsylvania
MOS
197
MGO One Seven
Ohio
APW
198
Austin Private Wealth
Texas
ISFAN
199
Investor's Fiduciary Advisor Network
Washington
MFG
200
Merit Financial Group
Georgia