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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

186 hedge funds and large institutions have $441M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
186
Holders Change
+24
Holders Change %
+14.81%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
79
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
S
1
Syntrinsic
Colorado
$40.2M
2
Jane Street
2
Jane Street
New York
$4.18M
3
Bank of America
3
Bank of America
North Carolina
$3.2M
4
UCFA
4
United Capital Financial Advisors
Texas
$1.61M
5
SWM
5
SigFig Wealth Management
California
$9.43M

Top Sellers

1
BlackRock
1
BlackRock
New York
$57.5M
2
FTUS
2
Flow Traders U.S.
New York
$1.72M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.99M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
RWP
5
RWA Wealth Partners
Massachusetts
$6.14M
Name Market Value Shares Shares
Change 		Shares
Change %
WCFA
26
Walkner Condon Financial Advisors
Wisconsin
$2.97M 46,450 +3,564 +8%
TWC
27
TD Waterhouse Canada
Ontario, Canada
$2.74M 43,715 – –
APW
28
Atlantic Private Wealth
North Carolina
$2.73M 42,771 -480 -1%
AWS
29
Atria Wealth Solutions
New York
$2.46M 38,538 +860 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.38M 37,221 -1,597 -4%
VAF
31
Values Added Financial
District of Columbia
$2.25M 35,185 -4,197 -11%
FGAM
32
Financial Gravity Asset Management
Texas
$2.2M 7,795 +100 +1%
Corient Private Wealth
33
Corient Private Wealth
Florida
$1.93M 30,256 +471 +2%
CAN
34
Cetera Advisor Networks
California
$1.76M 27,596 -807 -3%
FTUS
35
Flow Traders U.S.
New York
$1.72M 26,886 -72,089 -73%
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.7M 26,650 -2,209 -8%
PA
37
Parkside Advisors
California
$1.67M 26,090 -600 -2%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$1.66M 25,910 +19,390 +297%
UCFA
39
United Capital Financial Advisors
Texas
$1.61M 25,143 +25,143 New
AssetMark Inc
40
AssetMark Inc
California
$1.58M 24,763 +2,269 +10%
AFG
41
Albion Financial Group
Utah
$1.55M 24,341 +86 +0.4%
OWM
42
Opes Wealth Management
California
$1.5M 23,544 – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.48M 23,195 +3,912 +20%
HGWM
44
Horst & Graben Wealth Management
Oregon
$1.46M 22,785 +329 +1%
SHJ
45
Sharkey, Howes & Javer
Colorado
$1.36M 21,268 +114 +0.5%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.34M 20,967 +1,808 +9%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$1.23M 19,202 +9,592 +100%
AM
48
Atwater Malick
Pennsylvania
$1.21M 18,922 +157 +0.8%
EH
49
Equitable Holdings
New York
$1.2M 18,769 +1,307 +7%
PL
50
Plancorp LLC
Missouri
$1.18M 18,428 – –
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