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iShares ESG Advanced MSCI EAFE ETF

210 hedge funds and large institutions have $546M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-8
Holders Change %
-3.67%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
54
Reduced
101
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
201
WealthShield Partners
North Carolina
$10.5K -$42.2K -626 -80%
AG
202
AmeriFlex Group
Nevada
$10.4K -$3.69K -55 -26%
GFPC
203
Global Financial Private Client
Florida
$10.2K -$4.51K -67 -31%
CCM
204
Coldstream Capital Management
Washington
$9.43K +$9.43K +140 New
1NWS
205
1 North Wealth Services
Maryland
$8.75K +$8.75K +130 New
DRP
206
Decker Retirement Planning
Utah
$5.25K
MBFW
207
Morton Brown Family Wealth
Pennsylvania
$4.04K
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.36K
SAM
209
Smartleaf Asset Management
Massachusetts
$1.69K +$1.69K +25 New
PA
210
Parallel Advisors
California
$741 -$2.02K -30 -73%
CGL
211
Clarius Group LLC
Washington
-$2.04M -31,523 Closed
IA
212
IFG Advisory
Georgia
-$14.5K -15,000 Closed
CFGS
213
Concourse Financial Group Securities
Alabama
-$515K -7,689 Closed
TVAMP
214
Tennessee Valley Asset Management Partners
Tennessee
-$412K -6,375 Closed
SWA
215
Stratos Wealth Advisors
Ohio
-$353K -5,455 Closed
WI
216
WrapManager Inc
California
-$323K -5,006 Closed
JBA
217
Johnson Bixby & Associates
Washington
-$301K -4,652 Closed
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
-$267K -4,125 Closed
WA
219
WBH Advisory
Maryland
-$256K -3,962 Closed
MLA
220
My Legacy Advisors
Oregon
-$244K -3,752 Closed
USCWA
221
U.S. Capital Wealth Advisors
Texas
-$233K -3,607 Closed
AG
222
Ascent Group
Virginia
-$230K -3,563 Closed
JC
223
JB Capital
Connecticut
-$223K -3,458 Closed
Stifel Financial
224
Stifel Financial
Missouri
-$222K -3,443 Closed
RWM
225
RKL Wealth Management
Pennsylvania
-$203K -3,138 Closed