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iShares ESG Aware MSCI EAFE ETF

703 hedge funds and large institutions have $8.62B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 298 increasing their positions, 199 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
SIC
301
Sigma Investment Counselors
Michigan
$931K
KWA
302
Kingswood Wealth Advisors
California
$928K
WAP
303
Wealth Analytics Partners
California
$916K
SWA
304
Sax Wealth Advisors
New Jersey
$912K
CC
305
Courier Capital
New York
$910K
Pathstone Holdings
306
Pathstone Holdings
New Jersey
$906K
ISFAN
307
Investor's Fiduciary Advisor Network
Washington
$905K
RCG
308
Regatta Capital Group
California
$897K
HGWM
309
Horst & Graben Wealth Management
Oregon
$879K
SFP
310
Shepherd Financial Partners
Massachusetts
$878K
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$867K
OGF
312
Orin Green Financial
California
$862K
OIS
313
Okabena Investment Services
Minnesota
$862K
JPG
314
Jordan Park Group
California
$857K
VT
315
Vise Technologies
New York
$839K
IWC
316
Integrated Wealth Concepts
Massachusetts
$833K
BIA
317
Bell Investment Advisors
California
$831K
VFA
318
Valeo Financial Advisors
Indiana
$823K
PP
319
PDS Planning
Ohio
$819K
PSCM
320
Per Stirling Capital Management
Texas
$819K
MOS
321
MGO One Seven
Ohio
$813K
BHIA
322
Birch Hill Investment Advisors
Massachusetts
$810K
OBWG
323
Onyx Bridge Wealth Group
New York
$802K
PFM
324
Peak Financial Management
Massachusetts
$794K
WCFA
325
Walkner Condon Financial Advisors
Wisconsin
$788K