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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 %
PWM
301
Penobscot Wealth Management
Maine
$765K +$92.3K +1,035 +14%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$747K -$35.1K -393 -4%
PWM
303
Perigon Wealth Management
California
$742K +$131K +1,470 +21%
Bessemer Group
304
Bessemer Group
New Jersey
$741K +$716K +8,033 +2,849%
PFM
305
Peak Financial Management
Massachusetts
$739K +$12.1K +136 +2%
HIF
306
Hill Island Financial
Michigan
$737K -$8.01M -89,748 -92%
CPP
307
Capasso Planning Partners
South Carolina
$735K +$25.1K +281 +4%
WCFA
308
Walkner Condon Financial Advisors
Wisconsin
$729K -$19.9K -223 -3%
OBWG
309
Onyx Bridge Wealth Group
New York
$716K +$228K +2,552 +47%
MCM
310
MAI Capital Management
Ohio
$697K +$77.8K +872 +13%
SP
311
Symmetry Partners
Connecticut
$697K -$148K -1,663 -18%
WT
312
Whittier Trust
California
$686K
MOS
313
MGO One Seven
Ohio
$685K +$322K +3,613 +89%
FG
314
Foster Group
Iowa
$681K +$32.3K +362 +5%
BWP
315
BlueStem Wealth Partners
Minnesota
$678K +$12.4K +139 +2%
HSWS
316
Higgins & Schmidt Wealth Strategies
Colorado
$677K -$22.2K -249 -3%
ISFAN
317
Investor's Fiduciary Advisor Network
Washington
$663K +$262K +2,936 +65%
SG
318
Sharper & Granite
California
$661K -$101K -1,129 -13%
ATC
319
Argent Trust Co
Tennessee
$657K +$18.3K +205 +3%
VWA
320
VERITY Wealth Advisors
United States
$654K
WDG
321
Wealth Dimensions Group
Ohio
$651K -$16.1K -181 -2%
PTC
322
Private Trust Company
Ohio
$650K
FFA
323
Farther Finance Advisors
California
$639K +$182K +2,040 +40%
Vontobel Holding
324
Vontobel Holding
Switzerland
$636K
WA
325
Waverly Advisors
Alabama
$622K +$3.57K +40 +0.6%