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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

187 hedge funds and large institutions have $484M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
91
Reduced
47
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$112M
2
SEI Investments
2
SEI Investments
Pennsylvania
$4.39M
3
OMC
3
Old Mission Capital
Illinois
$3.03M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.43M
5
I
5
IMPACTfolio
Colorado
$2.38M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.31M
2
Bank of America
2
Bank of America
North Carolina
$1.36M
3
S
3
Syntrinsic
Colorado
$41M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SRB
5
Shotwell Rutter Baer
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$2.94M – – –
APW
27
Atlantic Private Wealth
North Carolina
$2.92M +$1.36K +20 +0%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.74M +$203K +2,975 +8%
AWS
29
Atria Wealth Solutions
New York
$2.57M -$55.9K -820 -2%
I
30
IMPACTfolio
Colorado
$2.38M +$2.38M +34,915 New
VAF
31
Values Added Financial
District of Columbia
$2.37M -$23.8K -350 -1%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$2.31M +$542K +7,960 +31%
CAN
33
Cetera Advisor Networks
California
$2.11M +$227K +3,339 +12%
WA
34
Westfuller Advisors
New York
$2.04M +$2.04M +29,983 New
Corient Private Wealth
35
Corient Private Wealth
Florida
$2.04M -$19.7K -289 -1%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.91M +$485K +7,125 +34%
AssetMark Inc
37
AssetMark Inc
California
$1.87M +$186K +2,730 +11%
RCG
38
Regatta Capital Group
California
$1.86M +$1.86M +27,260 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$1.85M +$32.5K +477 +2%
PA
40
Parkside Advisors
California
$1.76M -$15.3K -224 -0.9%
AFG
41
Albion Financial Group
Utah
$1.76M +$97.3K +1,428 +6%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.73M +$153K +2,245 +10%
EFN
43
Equita Financial Network
Pennsylvania
$1.73M +$499K +7,325 +41%
UCFA
44
United Capital Financial Advisors
Texas
$1.72M +$8.79K +129 +0.5%
HGWM
45
Horst & Graben Wealth Management
Oregon
$1.62M +$66.6K +977 +4%
DL
46
DOHJ LLC
Washington
$1.59M +$1.59M +23,379 New
OWM
47
Opes Wealth Management
California
$1.51M -$91K -1,335 -6%
SHJ
48
Sharkey, Howes & Javer
Colorado
$1.44M -$7.22K -106 -0.5%
SAG
49
SageView Advisory Group
California
$1.43M +$1.43M +30,411 New
AM
50
Atwater Malick
Pennsylvania
$1.39M +$105K +1,540 +8%
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