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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

162 hedge funds and large institutions have $347M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
79
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$5.65M
2
LPL Financial
2
LPL Financial
California
$5.84M
3
BlackRock
3
BlackRock
New York
$59.8M
4
AF
4
Allworth Financial
California
$8.17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.11M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$88.6M
2
Jane Street
2
Jane Street
New York
$0
3
I
3
IMPACTfolio
Colorado
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$39.9K
5
OL
5
Optas LLC
Texas
$512K
Name Market Value Shares Shares
Change 		Shares
Change %
FGAM
26
Financial Gravity Asset Management
Texas
$2.19M 7,695 +7,156 +1,328%
AWS
27
Atria Wealth Solutions
New York
$2.15M 37,678 +1,358 +4%
UBS Group
28
UBS Group
Switzerland
$1.97M 34,562 +15,993 +86%
Corient Private Wealth
29
Corient Private Wealth
Florida
$1.7M 29,785 +418 +1%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$1.66M 29,025 +1,080 +4%
IWC
31
Integrated Wealth Concepts
Massachusetts
$1.65M 28,859 -581 -2%
CAN
32
Cetera Advisor Networks
California
$1.62M 28,403 +609 +2%
PA
33
Parkside Advisors
California
$1.52M 26,690 -144 -0.5%
AFG
34
Albion Financial Group
Utah
$1.38M 24,255 +23,793 +5,150%
OWM
35
Opes Wealth Management
California
$1.34M 23,544 +3,585 +18%
AssetMark Inc
36
AssetMark Inc
California
$1.28M 22,494 +4,649 +26%
HGWM
37
Horst & Graben Wealth Management
Oregon
$1.28M 22,456 +176 +0.8%
Bank of America
38
Bank of America
North Carolina
$1.28M 22,427 +7,542 +51%
SHJ
39
Sharkey, Howes & Javer
Colorado
$1.21M 21,154 +2,722 +15%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.1M 19,283 -285 -1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.09M 19,159 -621 -3%
AM
42
Atwater Malick
Pennsylvania
$1.07M 18,765 +678 +4%
PL
43
Plancorp LLC
Missouri
$1.05M 18,428 – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.01M 17,702 +4,183 +31%
WFA
45
Wade Financial Advisory
California
$1,000K 17,515 +2,060 +13%
EH
46
Equitable Holdings
New York
$997K 17,462 +1,091 +7%
Prudential Financial
47
Prudential Financial
New Jersey
$983K 17,217 -1,588 -8%
EFN
48
Equita Financial Network
Pennsylvania
$980K 17,165 +17,165 New
WP
49
WealthSource Partners
California
$947K 16,591 -854 -5%
OIA
50
OneDigital Investment Advisors
Kansas
$867K 15,190 +2,440 +19%
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