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iShares ESG Advanced MSCI EAFE ETF

189 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

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
189
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
MFG
201
Merit Financial Group
Georgia
WA
202
Wealth Alliance
New York
RIA
203
Regal Investment Advisors
Michigan
SCA
204
Snowden Capital Advisors
New York
WIA
205
World Investment Advisors
California
SWP
206
Sagespring Wealth Partners
Tennessee
OWCM
207
One Wealth Capital Management
Arizona
MW
208
Maia Wealth
Colorado
WFS
209
WealthGarden F.S.
California
LIA
210
LifePlan Investment Advisors
North Carolina
EWA
211
EverSource Wealth Advisors
Alabama
CC
212
Copperleaf Capital
North Carolina
AA
213
Armis Advisers
Georgia
AI
214
Atria Investments
North Carolina
TF
215
Theory Financial
Colorado
BFG
216
Buttonwood Financial Group
Missouri
HPM
217
Hoxton Planning & Management
West Virginia
TWP
218
Tempus Wealth Planning
California
P
219
&Partners
Tennessee
First Trust Advisors
220
First Trust Advisors
Illinois
WA
221
WBH Advisory
Maryland
CAL
222
Capital Analysts LLC
Pennsylvania
AAP
223
Arax Advisory Partners
Colorado
GWP
224
Gen-Wealth Partners
Michigan
JWA
225
JFS Wealth Advisors
Pennsylvania