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iShares ESG Aware MSCI EAFE ETF

636 hedge funds and large institutions have $7.9B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 273 increasing their positions, 174 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Perigon Wealth Management
California
$950K
BFA
277
Bragg Financial Advisors
North Carolina
$944K
PAI
278
Pittenger & Anderson Inc
Nebraska
$938K
PWM
279
Penobscot Wealth Management
Maine
$935K
Natixis Advisors
280
Natixis Advisors
Massachusetts
$931K
RCG
281
Regatta Capital Group
California
$924K
SIC
282
Sigma Investment Counselors
Michigan
$911K
HGWM
283
Horst & Graben Wealth Management
Oregon
$905K
CC
284
Courier Capital
New York
$905K
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$893K
Pathstone Holdings
286
Pathstone Holdings
New Jersey
$886K
ISFAN
287
Investor's Fiduciary Advisor Network
Washington
$884K
Comerica Bank
288
Comerica Bank
Texas
$881K
SFP
289
Shepherd Financial Partners
Massachusetts
$871K
JPG
290
Jordan Park Group
California
$866K
XPN
291
XY Planning Network
Montana
$863K
MOS
292
MGO One Seven
Ohio
$854K
SHJ
293
Sharkey, Howes & Javer
Colorado
$849K
OGF
294
Orin Green Financial
California
$843K
PP
295
PDS Planning
Ohio
$830K
WWM
296
Western Wealth Management
Colorado
$813K
BIA
297
Bell Investment Advisors
California
$811K
VFA
298
Valeo Financial Advisors
Indiana
$805K
BHIA
299
Birch Hill Investment Advisors
Massachusetts
$803K
PSCM
300
Per Stirling Capital Management
Texas
$800K