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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

114 hedge funds and large institutions have $248M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
62
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$5.22M
2
I
2
IMPACTfolio
Colorado
$4.92M
3
Jane Street
3
Jane Street
New York
$5.91M
4
SWM
4
SigFig Wealth Management
California
$2.63M
5
5L
5
55I LLC
Massachusetts
$7.14M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
OWA
4
One Wealth Advisors
California
$0
5
PL
5
Plancorp LLC
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$982K +$135K +2,895 +16%
Prudential Financial
27
Prudential Financial
New Jersey
$961K -$41.2K -889 -4%
PP
28
Prudential plc
United Kingdom
$955K – – –
WP
29
WealthSource Partners
California
$912K -$127K -2,719 -12%
BFO
30
Biltmore Family Office
North Carolina
$909K – – –
EH
31
Equitable Holdings
New York
$806K +$35.8K +768 +5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$793K -$87.6K -1,882 -10%
CAN
33
Cetera Advisor Networks
California
$750K +$108K +2,310 +17%
OWM
34
Opes Wealth Management
California
$737K +$129K +2,770 +21%
WA
35
Wealth Alliance
New York
$720K +$304K +6,540 +73%
FAIM
36
Financial Advocates Investment Management
Washington
$712K +$712K +35,508 New
Bank of America
37
Bank of America
North Carolina
$706K -$24.7K -530 -3%
SHJ
38
Sharkey, Howes & Javer
Colorado
$700K -$59.7K -1,281 -8%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$698K +$98.2K +2,109 +16%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$681K +$9.54K +206 +1%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$679K +$219K +4,709 +48%
CAM
42
Crestone Asset Management
Colorado
$635K +$3.87K +83 +0.6%
DT
43
Diversified Trust
Tennessee
$585K +$38.1K +817 +7%
JFG
44
JMG Financial Group
Illinois
$579K -$30.7K -659 -5%
APW
45
Austin Private Wealth
Texas
$500K +$5.45K +117 +1%
VWA
46
VERITY Wealth Advisors
United States
$497K -$10.6K -227 -2%
AssetMark Inc
47
AssetMark Inc
California
$482K +$211K +4,529 +78%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$474K +$58.4K +1,253 +14%
EWM
49
Empirical Wealth Management
Washington
$473K +$473K +10,150 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$471K -$4.79K -103 -1%
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