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iShares ESG Aware MSCI EAFE ETF

637 hedge funds and large institutions have $7.61B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 262 increasing their positions, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+33
Holders Change %
+5.46%
% of All Funds
8.54%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
72
Increased
262
Reduced
195
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCG
276
Regatta Capital Group
California
$898K -$108K -1,209 -11%
EFL
277
ERn Financial LLC
Wisconsin
$884K -$54.9K -615 -6%
SIC
278
Sigma Investment Counselors
Michigan
$874K
SWM
279
SigFig Wealth Management
California
$872K +$872K +9,790 New
XPN
280
XY Planning Network
Montana
$863K +$863K +9,669 New
Pathstone Holdings
281
Pathstone Holdings
New Jersey
$851K +$13.4K +150 +2%
PAI
282
Pittenger & Anderson Inc
Nebraska
$832K -$23.2K -260 -3%
JPG
283
Jordan Park Group
California
$831K -$114K -1,274 -12%
BCI
284
Brinker Capital Investments
Pennsylvania
$829K +$483K +5,410 +139%
FC
285
Forte Capital
New York
$820K
AAS
286
Avantax Advisory Services
Texas
$819K +$96.4K +1,081 +13%
CC
287
Courier Capital
New York
$811K +$50.8K +569 +7%
OGF
288
Orin Green Financial
California
$809K
LFA
289
Level Financial Advisors
New York
$809K
MCCA
290
Mill Creek Capital Advisors
Pennsylvania
$809K +$12.6K +141 +2%
PP
291
PDS Planning
Ohio
$797K +$8.3K +93 +1%
AFG
292
Atomi Financial Group
New York
$795K -$4.19K -47 -0.5%
Comerica Bank
293
Comerica Bank
Texas
$794K +$49.1K +550 +7%
KWA
294
Kingswood Wealth Advisors
California
$791K +$5.53K +62 +0.7%
BIA
295
Bell Investment Advisors
California
$787K +$1.16K +13 +0.1%
WWM
296
Western Wealth Management
Colorado
$780K +$5.18K +58 +0.7%
VFA
297
Valeo Financial Advisors
Indiana
$772K -$273K -3,062 -26%
BHIA
298
Birch Hill Investment Advisors
Massachusetts
$770K +$12.9K +145 +2%
PSCM
299
Per Stirling Capital Management
Texas
$768K +$134K +1,505 +21%
WSWA
300
Warren Street Wealth Advisors
California
$765K +$1.52K +17 +0.2%