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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
OBWG
326
Onyx Bridge Wealth Group
New York
$802K +$6.41K +68 +0.8%
PFM
327
Peak Financial Management
Massachusetts
$794K -$4.9K -52 -0.6%
WCFA
328
Walkner Condon Financial Advisors
Wisconsin
$788K +$754 +8 +0.1%
FPFC
329
Financial Planning Fort Collins
Colorado
$786K +$779K +8,265 New
PFA
330
Pathway Financial Advisors
Vermont
$776K
Comerica Bank
331
Comerica Bank
Texas
$764K -$136K -1,439 -15%
SHJ
332
Sharkey, Howes & Javer
Colorado
$760K -$107K -1,137 -12%
WT
333
Whittier Trust
California
$750K
AL
334
Aspiriant LLC
California
$750K +$743K +7,883 New
BWP
335
BlueStem Wealth Partners
Minnesota
$749K +$104K +1,102 +16%
LFA
336
Level Financial Advisors
New York
$746K
SP
337
Symmetry Partners
Connecticut
$712K +$81.1K +860 +13%
SG
338
Sharper & Granite
California
$711K +$3.77K +40 +0.5%
PWM
339
Paulson Wealth Management
Illinois
$703K +$72.8K +772 +12%
ATC
340
Argent Trust Co
Tennessee
$700K
VWA
341
VERITY Wealth Advisors
United States
$697K
MMHP
342
Murphy Middleton Hinkle & Parker
Georgia
$679K +$17.1K +181 +7%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$677K +$20.2K +214 +3%
WA
344
Waverly Advisors
Alabama
$676K +$15.2K +161 +2%
SA
345
Sonoma Allocations
California
$670K +$312K +3,307 +98%
WWM
346
WT Wealth Management
Arizona
$670K -$36.6K -388 -5%
MCCA
347
Mill Creek Capital Advisors
Pennsylvania
$669K -$66.7K -708 -9%
DWA
348
Davis Wealth Advisors
New Hampshire
$666K +$660K +7,000 New
AA
349
Aufman Associates
Pennsylvania
$657K +$10.3K +109 +2%
PTC
350
Private Trust Company
Ohio
$651K -$41K -435 -6%