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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

207 hedge funds and large institutions have $600M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
31
Increased
111
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$151M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$44.9M
3
OMC
3
Old Mission Capital
Illinois
$6.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.5M
5
PAS
5
Park Avenue Securities
New York
$13.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
S
2
Syntrinsic
Colorado
$36.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.45M
4
BlackRock
4
BlackRock
New York
$63.7M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$3.43M 47,601 +20,087 +73%
VAF
27
Values Added Financial
District of Columbia
$3.23M 44,845 +9,400 +27%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$3.11M 43,715 – –
AssetMark Inc
29
AssetMark Inc
California
$3.08M 42,726 +12,757 +43%
APW
30
Atlantic Private Wealth
North Carolina
$3.02M 41,960 -1,022 -2%
KFAA
31
Klaas Financial Asset Advisors
Illinois
$3M 41,680 -248 -0.6%
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$2.94M 40,754 -5,701 -12%
RCG
33
Regatta Capital Group
California
$2.7M 37,426 +4,921 +15%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.63M 36,502 +7,696 +27%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.61M 36,170 +5,130 +17%
UCFA
36
United Capital Financial Advisors
Texas
$2.57M 35,673 +6,872 +24%
EFN
37
Equita Financial Network
Pennsylvania
$2.55M 35,407 +4,115 +13%
MIS
38
Morningstar Investment Services
Illinois
$2.33M 32,296 +11,760 +57%
SA
39
Sanctuary Advisors
Indiana
$2.21M 33,326 +8,907 +36%
WA
40
Westfuller Advisors
New York
$2.19M 30,431 +30,431 New
Corient Private Wealth
41
Corient Private Wealth
Florida
$2.1M 29,203 +112 +0.4%
CGL
42
Clarius Group LLC
Washington
$2.1M 29,195 – –
OIA
43
OneDigital Investment Advisors
Kansas
$2.1M 29,099 +4,528 +18%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.07M 28,703 +2,988 +12%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.06M 28,604 +2,258 +9%
HGWM
46
Horst & Graben Wealth Management
Oregon
$2.01M 27,970 +3,961 +16%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$1.98M 27,545 +7,975 +41%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$1.95M 27,088 +1,121 +4%
AFG
49
Albion Financial Group
Utah
$1.89M 26,209 +80 +0.3%
EH
50
Equitable Holdings
New York
$1.85M 25,714 +4,615 +22%
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