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iShares ESG Advanced MSCI EAFE ETF

190 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, 71 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12.72% less ownership

Funds ownership: 70.49%57.77% (-13%)

15% less funds holding

Funds holding: 224190 (-34)

27% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 71

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
190
Holders Change
-34
Holders Change %
-15.18%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
52
Reduced
71
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ISFAN
201
Investor's Fiduciary Advisor Network
Washington
-$832K -11,182 Closed
MFG
202
Merit Financial Group
Georgia
-$715K -9,609 Closed
WA
203
Wealth Alliance
New York
-$707K -9,503 Closed
RIA
204
Regal Investment Advisors
Michigan
-$583K -7,832 Closed
SCA
205
Snowden Capital Advisors
New York
-$577K -7,747 Closed
WIA
206
World Investment Advisors
California
-$563K -7,560 Closed
SWP
207
Sagespring Wealth Partners
Tennessee
-$509K -6,841 Closed
OWCM
208
One Wealth Capital Management
Arizona
-$449K -6,033 Closed
MW
209
Maia Wealth
Colorado
-$441K -5,925 Closed
WFS
210
WealthGarden F.S.
California
-$338K -4,703 Closed
LIA
211
LifePlan Investment Advisors
North Carolina
-$336K -4,511 Closed
EWA
212
EverSource Wealth Advisors
Alabama
-$298K -4,000 Closed
CC
213
Copperleaf Capital
North Carolina
-$293K -3,934 Closed
AA
214
Armis Advisers
Georgia
-$289K -3,886 Closed
AI
215
Atria Investments
North Carolina
-$277K -3,714 Closed
TF
216
Theory Financial
Colorado
-$264K -3,671 Closed
BFG
217
Buttonwood Financial Group
Missouri
-$240K -3,255 Closed
HPM
218
Hoxton Planning & Management
West Virginia
-$222K -2,986 Closed
TWP
219
Tempus Wealth Planning
California
-$221K -2,965 Closed
P
220
&Partners
Tennessee
-$220K -2,924 Closed
First Trust Advisors
221
First Trust Advisors
Illinois
-$211K -2,828 Closed
WA
222
WBH Advisory
Maryland
-$204K -2,743 Closed
CAL
223
Capital Analysts LLC
Pennsylvania
-$196K -2,638 Closed
AAP
224
Arax Advisory Partners
Colorado
-$186K -2,502 Closed
GWP
225
Gen-Wealth Partners
Michigan
-$179K -2,406 Closed