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iShares ESG Aware MSCI EAFE ETF

719 hedge funds and large institutions have $8.66B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 300 increasing their positions, 199 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 23

51% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 199

12% more funds holding

Funds holding: 642719 (+77)

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

10% more capital invested

Capital invested by funds: $7.9B → $8.66B (+$758M)

1.79% more ownership

Funds ownership: 77.74%79.53% (+1.8%)

Holders
719
Holders Change
+77
Holders Change %
+11.99%
% of All Funds
8.75%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.24%
New
114
Increased
300
Reduced
199
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
301
ERn Financial LLC
Wisconsin
$964K -$11.9K -126 -1%
ML
302
McAdam LLC
Pennsylvania
$961K +$388K +4,121 +69%
CFGA
303
Cambridge Financial Group (Arizona)
Arizona
$941K +$60K +636 +6%
SIC
304
Sigma Investment Counselors
Michigan
$931K
KWA
305
Kingswood Wealth Advisors
California
$928K +$128K +1,356 +16%
WAP
306
Wealth Analytics Partners
California
$916K +$908K +9,630 New
SWA
307
Sax Wealth Advisors
New Jersey
$912K -$272K -2,889 -23%
CC
308
Courier Capital
New York
$910K -$15.1K -160 -2%
Pathstone Holdings
309
Pathstone Holdings
New Jersey
$906K
ISFAN
310
Investor's Fiduciary Advisor Network
Washington
$905K +$189 +2 +0%
RCG
311
Regatta Capital Group
California
$897K -$47K -499 -5%
HGWM
312
Horst & Graben Wealth Management
Oregon
$879K -$46.4K -492 -5%
SFP
313
Shepherd Financial Partners
Massachusetts
$878K -$12.4K -132 -1%
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$867K -$46.1K -489 -5%
OGF
315
Orin Green Financial
California
$862K
OIS
316
Okabena Investment Services
Minnesota
$862K +$854K +9,064 New
JPG
317
Jordan Park Group
California
$857K -$28K -297 -3%
VT
318
Vise Technologies
New York
$839K +$832K +8,822 New
IWC
319
Integrated Wealth Concepts
Massachusetts
$833K -$1.54M -16,343 -65%
BIA
320
Bell Investment Advisors
California
$831K +$2.07K +22 +0.3%
VFA
321
Valeo Financial Advisors
Indiana
$823K
PP
322
PDS Planning
Ohio
$819K -$29.1K -309 -3%
PSCM
323
Per Stirling Capital Management
Texas
$819K
MOS
324
MGO One Seven
Ohio
$813K -$59.4K -630 -7%
BHIA
325
Birch Hill Investment Advisors
Massachusetts
$810K -$11.5K -122 -1%