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iShares ESG Aware MSCI EAFE ETF

635 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, 193 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+32
Holders Change %
+5.31%
% of All Funds
8.52%
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
193
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$747K -$35.1K -393 -4%
PWM
302
Perigon Wealth Management
California
$742K +$131K +1,470 +21%
Bessemer Group
303
Bessemer Group
New Jersey
$741K +$716K +8,033 +2,849%
PFM
304
Peak Financial Management
Massachusetts
$739K +$12.1K +136 +2%
HIF
305
Hill Island Financial
Michigan
$737K -$8.01M -89,748 -92%
CPP
306
Capasso Planning Partners
South Carolina
$735K +$25.1K +281 +4%
WCFA
307
Walkner Condon Financial Advisors
Wisconsin
$729K -$19.9K -223 -3%
OBWG
308
Onyx Bridge Wealth Group
New York
$716K +$228K +2,552 +47%
MCM
309
MAI Capital Management
Ohio
$697K +$77.8K +872 +13%
SP
310
Symmetry Partners
Connecticut
$697K -$148K -1,663 -18%
WT
311
Whittier Trust
California
$686K
MOS
312
MGO One Seven
Ohio
$685K +$322K +3,613 +89%
FG
313
Foster Group
Iowa
$681K +$32.3K +362 +5%
BWP
314
BlueStem Wealth Partners
Minnesota
$678K +$12.4K +139 +2%
HSWS
315
Higgins & Schmidt Wealth Strategies
Colorado
$677K -$22.2K -249 -3%
ISFAN
316
Investor's Fiduciary Advisor Network
Washington
$663K +$262K +2,936 +65%
SG
317
Sharper & Granite
California
$661K -$101K -1,129 -13%
ATC
318
Argent Trust Co
Tennessee
$657K +$18.3K +205 +3%
VWA
319
VERITY Wealth Advisors
United States
$654K
WDG
320
Wealth Dimensions Group
Ohio
$651K -$16.1K -181 -2%
PTC
321
Private Trust Company
Ohio
$650K
FFA
322
Farther Finance Advisors
California
$639K +$182K +2,040 +40%
Vontobel Holding
323
Vontobel Holding
Switzerland
$636K
WA
324
Waverly Advisors
Alabama
$622K +$3.57K +40 +0.6%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$620K +$98.1K +1,100 +19%