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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
FC
401
Fulcrum Capital
Washington
$507K -$12.3K -130 -2%
NEPWA
402
New England Private Wealth Advisors
Massachusetts
$507K +$32.8K +348 +7%
RFP
403
Root Financial Partners
California
$506K -$15.4K -163 -3%
SFG
404
SNS Financial Group
Minnesota
$504K +$48.7K +517 +11%
TPCW
405
TD Private Client Wealth
New York
$503K -$2.92K -31 -0.6%
ACM
406
Advisors Capital Management
New Jersey
$495K +$491K +5,208 New
BBA
407
BLB&B Advisors
Pennsylvania
$494K
CSP
408
Cary Street Partners
Virginia
$494K +$1.7K +18 +0.3%
First Trust Advisors
409
First Trust Advisors
Illinois
$493K -$6.13K -65 -1%
Vanguard Group
410
Vanguard Group
Pennsylvania
$492K +$37K +393 +8%
BAAM
411
Baker Avenue Asset Management
California
$492K +$35.9K +381 +8%
CAG
412
Curtis Advisory Group
California
$491K -$103K -1,097 -18%
BIA
413
Bigelow Investment Advisors
Maine
$491K
DI
414
DDFG Inc
California
$490K -$4.05K -43 -0.8%
PWC
415
Pathfinder Wealth Consulting
North Carolina
$489K +$485K +5,143 New
GVAG
416
Great Valley Advisor Group
Delaware
$486K +$31.7K +336 +7%
AQR Capital Management
417
AQR Capital Management
Connecticut
$474K +$470K +4,982 New
CTA
418
Chesley Taft & Associates
Illinois
$471K -$37.7K -400 -7%
CWM
419
Contango Wealth Management
California
$470K +$466K +4,943 New
MFA
420
Morling Financial Advisors
California
$463K +$19.9K +211 +5%
KLI
421
Kelman-Lazarov Inc
Tennessee
$462K -$1.04K -11 -0.2%
AC
422
AlphaCore Capital
California
$455K +$181K +1,922 +67%
SWP
423
Sagespring Wealth Partners
Tennessee
$454K -$28.2K -299 -6%
RA
424
RFG Advisory
Alabama
$452K +$138K +1,469 +45%
VNA
425
Valley National Advisers
Pennsylvania
$450K -$7.26K -77 -2%