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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
BlackRock
1
BlackRock
New York
$62.3M -$1.85M -24,907 -3%
IAS
2
IMA Advisory Services
Colorado
$55.3M +$521 +7 +0%
SEI Investments
3
SEI Investments
Pennsylvania
$24.8M +$3.38M +45,352 +16%
SWM
4
SigFig Wealth Management
California
$17.1M -$340K -4,567 -2%
FTUS
5
Flow Traders U.S.
New York
$16.6M +$8.25M +110,828 +102%
AF
6
Allworth Financial
California
$13.6M -$946K -12,709 -7%
RWP
7
RWA Wealth Partners
Massachusetts
$9.88M +$96.4K +1,295 +1%
Morgan Stanley
8
Morgan Stanley
New York
$6.85M +$6.26M +84,047 +1,316%
VAF
9
Values Added Financial
District of Columbia
$6.74M +$980K +13,160 +17%
AI
10
Accredited Investors
Minnesota
$6.04M -$7.15K -96 -0.1%
B
11
Bailard
California
$5.94M +$565K +7,592 +11%
FCG
12
Financial Connections Group
California
$5.79M +$63.5K +853 +1%
JP Morgan Chase
13
JP Morgan Chase
New York
$5.23M -$9.97M -133,856 -66%
HighTower Advisors
14
HighTower Advisors
Illinois
$5.2M +$50.7K +681 +1%
Jane Street
15
Jane Street
New York
$5.12M -$557K -7,475 -10%
IWA
16
Invera Wealth Advisors
Oregon
$5.05M -$67.3K -904 -1%
Citadel Advisors
17
Citadel Advisors
Florida
$4.69M +$4.61M +61,967 New
BRIA
18
Balanced Rock Investment Advisors
Massachusetts
$4.67M +$59.6K +801 +1%
LPL Financial
19
LPL Financial
California
$4.56M -$21.2M -284,251 -83%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.37M +$4.3M +57,727 New
UBS Group
21
UBS Group
Switzerland
$4.16M -$392K -5,266 -9%
RCG
22
Regatta Capital Group
California
$3.76M +$109K +1,468 +3%
KFAA
23
Klaas Financial Asset Advisors
Illinois
$3.61M +$115K +1,547 +3%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3.51M +$676K +9,082 +24%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$3.37M -$326K -4,374 -9%