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iShares ESG Advanced MSCI EAFE ETF

194 hedge funds and large institutions have $408M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 51

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5.28% more ownership

Funds ownership: 57.77%63.05% (+5.3%)

2% more funds holding

Funds holding: 190194 (+4)

0% more capital invested

Capital invested by funds: $407M → $408M (+$779K)

Holders
194
Holders Change
+4
Holders Change %
+2.11%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
24
Increased
87
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$63.5M +$1.74M +22,762 +3%
IAS
2
IMA Advisory Services
Colorado
$55M +$121K +1,582 +0.2%
SEI Investments
3
SEI Investments
Pennsylvania
$26.9M +$2.3M +30,107 +9%
CCWP
4
Cedar Cove Wealth Partners
Minnesota
$17.7M +$18M +235,791 New
SWM
5
SigFig Wealth Management
California
$17.5M +$491K +6,432 +3%
AF
6
Allworth Financial
California
$13.3M -$165K -2,163 -1%
RWP
7
RWA Wealth Partners
Massachusetts
$10.9M +$1.12M +14,635 +11%
VAF
8
Values Added Financial
District of Columbia
$7.21M +$528K +6,927 +8%
B
9
Bailard
California
$6.75M +$873K +11,447 +15%
LPL Financial
10
LPL Financial
California
$6.39M +$1.9M +24,867 +41%
AI
11
Accredited Investors
Minnesota
$6.27M +$283K +3,712 +5%
FCG
12
Financial Connections Group
California
$5.8M +$58.8K +771 +1%
IWA
13
Invera Wealth Advisors
Oregon
$4.91M -$104K -1,360 -2%
Corient Private Wealth
14
Corient Private Wealth
Florida
$4.81M +$2.27M +29,762 +87%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.72M -$475K -6,222 -9%
HighTower Advisors
16
HighTower Advisors
Illinois
$4.69M -$474K -6,212 -9%
BRIA
17
Balanced Rock Investment Advisors
Massachusetts
$4.66M +$27.2K +357 +0.6%
FTUS
18
Flow Traders U.S.
New York
$4.38M -$12.3M -160,862 -73%
UBS Group
19
UBS Group
Switzerland
$4.16M +$41.7K +547 +1%
RCG
20
Regatta Capital Group
California
$4.08M +$354K +4,647 +9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$4.01M -$331K -4,345 -8%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$3.65M +$168K +2,206 +5%
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$3.59M +$299K +3,920 +9%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$3.43M -$155K -2,034 -4%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$3.28M