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iShares ESG Aware MSCI EAFE ETF

719 hedge funds and large institutions have $8.66B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 300 increasing their positions, 199 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 23

51% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 199

12% more funds holding

Funds holding: 642719 (+77)

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

10% more capital invested

Capital invested by funds: $7.9B → $8.66B (+$758M)

1.79% more ownership

Funds ownership: 77.74%79.53% (+1.8%)

Holders
719
Holders Change
+77
Holders Change %
+11.99%
% of All Funds
8.75%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.24%
New
114
Increased
300
Reduced
199
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
251
Savvy Advisors Inc
New York
$1.4M +$687K +7,292 +97%
CAL
252
Capital Analysts LLC
Pennsylvania
$1.4M +$23.8K +253 +2%
AFG
253
Atomi Financial Group
New York
$1.4M +$245K +2,596 +21%
CT
254
Coastline Trust
Rhode Island
$1.4M +$29.7K +315 +2%
EGWAG
255
Elwood & Goetz Wealth Advisory Group
Georgia
$1.37M -$305K -3,239 -18%
CWMK
256
Caliber Wealth Management (Kansas)
Kansas
$1.35M +$11.1K +118 +0.8%
WFAG
257
Wescott Financial Advisory Group
Pennsylvania
$1.35M +$107K +1,132 +9%
FWP
258
Falcon Wealth Planning
California
$1.35M -$23.3K -247 -2%
SDWMA
259
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.34M
AIFS
260
A&I Financial Services
Colorado
$1.33M +$36.6K +388 +3%
HNB
261
Huntington National Bank
Ohio
$1.31M
DAS
262
Dynamic Advisor Solutions
Arizona
$1.31M -$1.09M -11,595 -46%
OFG
263
Omega Financial Group
California
$1.31M -$34.7K -368 -3%
PIA
264
Perennial Investment Advisors
California
$1.29M -$62.8K -666 -5%
SWP
265
Stratos Wealth Partners
Ohio
$1.29M -$12.4K -132 -1%
AWM
266
Aprio Wealth Management
Georgia
$1.27M +$39.4K +418 +3%
NL
267
NEPC LLC
Massachusetts
$1.27M +$79.7K +845 +7%
BCI
268
Brinker Capital Investments
Pennsylvania
$1.23M -$78.8K -836 -6%
HAG
269
HF Advisory Group
Maryland
$1.21M +$25.2K +267 +2%
A
270
Argentarii
Ohio
$1.18M +$1.17M +12,398 New
IAG
271
Ipsen Advisor Group
Arkansas
$1.17M -$6.79K -72 -0.6%
ADL
272
Asset Dedication LLC
California
$1.17M -$6.88K -73 -0.6%
ACM
273
Armbruster Capital Management
New York
$1.16M +$3.21K +34 +0.3%
AFC
274
Avise Financial Cooperative
California
$1.16M +$1.15M +12,173 New
FG
275
Foster Group
Iowa
$1.15M +$403K +4,280 +55%