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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

147 hedge funds and large institutions have $325M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
39
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
I
1
IMPACTfolio
Colorado
$2.3M
2
SWM
2
SigFig Wealth Management
California
$5.12M
3
MOS
3
MGO One Seven
Ohio
$940K
4
AF
4
Allworth Financial
California
$5.09M
5
OL
5
Optas LLC
Texas
$638K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$124M
2
FTUS
2
Flow Traders U.S.
New York
$5.72M
3
OMC
3
Old Mission Capital
Illinois
$0
4
BlackRock
4
BlackRock
New York
$56M
5
Jane Street
5
Jane Street
New York
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Parkside Advisors
California
$1.68M -$38.7K -649 -2%
CAN
27
Cetera Advisor Networks
California
$1.6M +$27K +453 +2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.45M +$73.7K +1,236 +5%
HGWM
29
Horst & Graben Wealth Management
Oregon
$1.35M -$25K -419 -2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.23M -$252K -4,223 -17%
PP
31
Prudential plc
United Kingdom
$1.22M – – –
Prudential Financial
32
Prudential Financial
New Jersey
$1.15M -$141K -2,363 -11%
OWM
33
Opes Wealth Management
California
$1.12M +$152K +2,550 +16%
PL
34
Plancorp LLC
Missouri
$1.1M – – –
SHJ
35
Sharkey, Howes & Javer
Colorado
$1.09M -$87.3K -1,465 -7%
WP
36
WealthSource Partners
California
$1.08M -$27.4K -459 -2%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$995K +$13.3K +223 +1%
Bank of America
38
Bank of America
North Carolina
$985K -$86.3K -1,448 -8%
T
39
TCWP
Ohio
$940K +$18.9K +317 +2%
MOS
40
MGO One Seven
Ohio
$940K +$940K +15,774 New
EH
41
Equitable Holdings
New York
$923K -$108K -1,819 -11%
WFA
42
Wade Financial Advisory
California
$921K – – –
AssetMark Inc
43
AssetMark Inc
California
$895K +$23.5K +395 +3%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$894K +$3.62K +61 +0.4%
UBS Group
45
UBS Group
Switzerland
$876K -$195K -3,266 -18%
BFO
46
Biltmore Family Office
North Carolina
$713K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$701K +$83.5K +1,402 +14%
WA
48
Wealth Alliance
New York
$683K +$50.2K +842 +8%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$674K -$2.32K -39 -0.3%
OIA
50
OneDigital Investment Advisors
Kansas
$671K +$430K +7,219 +178%
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