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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

221 hedge funds and large institutions have $575M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+11
Holders Change %
+5.24%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
65
Reduced
97
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
Bailard
California
$5.27M
2
LPL Financial
LPL Financial
California
$25.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.78M
4
RWP
RWA Wealth Partners
Massachusetts
$9.62M
5
DRP
Decker Retirement Planning
Utah
$2.23M

Top Sellers

1
PAS
Park Avenue Securities
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
FTUS
Flow Traders U.S.
New York
$8.07M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.87M
5
BlackRock
BlackRock
New York
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$109M -$2.3M -30,831 -2%
BlackRock
2
BlackRock
New York
$63M -$4.62M -62,115 -7%
IAS
3
IMA Advisory Services
Colorado
$54.4M -$1.6M -21,464 -3%
LPL Financial
4
LPL Financial
California
$25.6M +$2.66M +35,769 +12%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$22.4M -$2.72M -36,518 -11%
SEI Investments
6
SEI Investments
Pennsylvania
$21M +$2.08M +27,892 +11%
SWM
7
SigFig Wealth Management
California
$17.2M -$33.1K -444 -0.2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$15.1M -$391K -5,259 -3%
AF
9
Allworth Financial
California
$14.3M +$153K +2,061 +1%
RWP
10
RWA Wealth Partners
Massachusetts
$9.62M +$2.3M +30,902 +31%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$8.99M +$1.02M +13,723 +13%
FTUS
12
Flow Traders U.S.
New York
$8.07M -$5.31M -71,270 -40%
MML Investors Services
13
MML Investors Services
Massachusetts
$6.35M -$135K -1,819 -2%
AI
14
Accredited Investors
Minnesota
$5.94M +$502K +6,742 +9%
VAF
15
Values Added Financial
District of Columbia
$5.65M +$1.04M +14,016 +23%
FCG
16
Financial Connections Group
California
$5.62M -$53.7K -721 -0.9%
Jane Street
17
Jane Street
New York
$5.59M -$2.95M -39,612 -35%
B
18
Bailard
California
$5.27M +$5.27M +70,823 New
HighTower Advisors
19
HighTower Advisors
Illinois
$5.06M -$138K -1,858 -3%
BRIA
20
Balanced Rock Investment Advisors
Massachusetts
$4.53M -$327K -4,390 -7%
UBS Group
21
UBS Group
Switzerland
$4.48M +$408K +5,479 +10%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$3.64M -$191K -2,561 -5%
RCG
23
Regatta Capital Group
California
$3.58M +$1.54M +20,740 +76%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$3.43M +$266K +3,570 +8%
WCFA
25
Walkner Condon Financial Advisors
Wisconsin
$3.25M +$72.9K +979 +2%
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