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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 20 funds opening new positions, 54 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $618M → $546M (-$71.8M)

47% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 102

Holders
210
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

Top Buyers

1 +$12.1M
2 +$6.35M
3 +$5.65M
4
SEI Investments
SEI Investments
Pennsylvania
+$2.22M
5
NA
NewEdge Advisors
Louisiana
+$2.17M

Top Sellers

1 -$56M
2 -$23.8M
3 -$7.85M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.78M
5
PAS
Park Avenue Securities
New York
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
201
WealthShield Partners
North Carolina
$10.5K
AG
202
AmeriFlex Group
Nevada
$10.4K
GFPC
203
Global Financial Private Client
Florida
$10.2K
CCM
204
Coldstream Capital Management
Washington
$9.43K
1NWS
205
1 North Wealth Services
Maryland
$8.75K
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
PA
210
Parallel Advisors
California
$741
CGL
211
Clarius Group LLC
Washington
IA
212
IFG Advisory
Georgia
CFGS
213
Concourse Financial Group Securities
Alabama
TVAMP
214
Tennessee Valley Asset Management Partners
Tennessee
SWA
215
Stratos Wealth Advisors
Ohio
WI
216
WrapManager Inc
California
JBA
217
Johnson Bixby & Associates
Washington
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
WA
219
WBH Advisory
Maryland
MLA
220
My Legacy Advisors
Oregon
USCWA
221
U.S. Capital Wealth Advisors
Texas
AG
222
Ascent Group
Virginia
JC
223
JB Capital
Connecticut
Stifel Financial
224
Stifel Financial
Missouri
RWM
225
RKL Wealth Management
Pennsylvania