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iShares ESG Advanced MSCI EAFE ETF

184 hedge funds and large institutions have $393M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 67 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:

32% less capital invested

Capital invested by funds: $581M → $393M (-$188M)

60% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 45

Holders
184
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
SWP
201
Sagespring Wealth Partners
Tennessee
OWCM
202
One Wealth Capital Management
Arizona
MW
203
Maia Wealth
Colorado
WFS
204
WealthGarden F.S.
California
LIA
205
LifePlan Investment Advisors
North Carolina
EWA
206
EverSource Wealth Advisors
Alabama
CC
207
Copperleaf Capital
North Carolina
AA
208
Armis Advisers
Georgia
AI
209
Atria Investments
North Carolina
TF
210
Theory Financial
Colorado
BFG
211
Buttonwood Financial Group
Missouri
HPM
212
Hoxton Planning & Management
West Virginia
TWP
213
Tempus Wealth Planning
California
P
214
&Partners
Tennessee
First Trust Advisors
215
First Trust Advisors
Illinois
WA
216
WBH Advisory
Maryland
CAL
217
Capital Analysts LLC
Pennsylvania
AAP
218
Arax Advisory Partners
Colorado
GWP
219
Gen-Wealth Partners
Michigan
JWA
220
JFS Wealth Advisors
Pennsylvania
Comerica Bank
221
Comerica Bank
Texas
MYIA
222
Mount Yale Investment Advisors
Colorado
TPWA
223
Twin Peaks Wealth Advisors
California
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
WCM
225
WealthTrak Capital Management
Virginia