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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
RIM
501
Rockbridge Investment Management
New York
$287K +$3.02K +32 +1%
PMFA
502
Plante Moran Financial Advisors
Michigan
$287K +$23K +244 +9%
VCP
503
Verus Capital Partners
Arizona
$285K +$2.26K +24 +0.8%
KFSC
504
Keystone Financial Services (Colorado)
Colorado
$284K +$281K +2,982 New
AI
505
Atria Investments
North Carolina
$282K -$11.7K -124 -4%
IRP
506
Investment Research Partners
Pennsylvania
$282K -$12.6K -134 -4%
NAS
507
NWF Advisory Services
California
$280K -$13.8K -146 -5%
TIM
508
Tortoise Investment Management
New York
$280K +$161K +1,705 +138%
TWA
509
Talisman Wealth Advisors
New Jersey
$279K +$39.4K +418 +17%
LSPW
510
Lake Street Private Wealth
Illinois
$278K +$6.5K +69 +2%
KPWS
511
Kestra Private Wealth Services
Texas
$278K +$21.6K +229 +8%
RRA
512
Round Rock Advisors
Connecticut
$277K
AMG
513
APS Management Group
California
$276K +$3.21K +34 +1%
Renaissance Technologies
514
Renaissance Technologies
New York
$276K +$273K +2,900 New
AWA
515
ARQ Wealth Advisors
Arizona
$275K +$1.89K +20 +0.7%
S
516
SignatureFD
Georgia
$274K +$13.9K +147 +5%
CWA
517
Crusonia Wealth Advisors
Colorado
$274K +$271K +2,879 New
NFG
518
Nadler Financial Group
Illinois
$271K +$269K +2,855 New
CWM
519
Connecticut Wealth Management
Connecticut
$270K -$48.9K -519 -15%
SFG
520
Shum Financial Group
California
$270K +$38.9K +413 +17%
JWM
521
JGP Wealth Management
Oregon
$265K +$263K +2,792 New
DWM
522
DWR Wealth Management
California
$263K +$260K +2,757 New
JF
523
JSF Financial
California
$263K -$8.96K -95 -3%
SIAM
524
Sterling Investment Advisors (Missouri)
Missouri
$263K +$8.29K +88 +3%
NW
525
NewEdge Wealth
Pennsylvania
$262K +$6.03K +64 +2%