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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

218 hedge funds and large institutions have $618M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 27 reducing their positions, and 22 closing their positions.

Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
133
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAS
1
IMA Advisory Services
Colorado
$50.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$150M
3
LPL Financial
3
LPL Financial
California
$27.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$19M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$44.7M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$4.66M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.4M 52,536 +4,694 +10%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$3.35M 51,808 +26,753 +107%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$2.81M 43,715 – –
KFAA
29
Klaas Financial Asset Advisors
Illinois
$2.73M 42,293 +613 +1%
APW
30
Atlantic Private Wealth
North Carolina
$2.71M 41,963 +3 +0%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.7M 41,841 +5,339 +15%
RCG
32
Regatta Capital Group
California
$2.69M 41,639 +4,213 +11%
WCFA
33
Walkner Condon Financial Advisors
Wisconsin
$2.65M 41,071 +317 +0.8%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.58M 39,985 +3,815 +11%
UCFA
35
United Capital Financial Advisors
Texas
$2.55M 39,430 +3,757 +11%
EFN
36
Equita Financial Network
Pennsylvania
$2.4M 37,167 +1,760 +5%
HGWM
37
Horst & Graben Wealth Management
Oregon
$2.29M 35,387 +7,417 +27%
OIA
38
OneDigital Investment Advisors
Kansas
$2.13M 33,022 +3,923 +13%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.11M 32,680 +4,076 +14%
SA
40
Sanctuary Advisors
Indiana
$2.11M 31,099 -2,227 -7%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.08M 32,137 +3,434 +12%
CGL
42
Clarius Group LLC
Washington
$2.04M 31,523 +2,328 +8%
Corient Private Wealth
43
Corient Private Wealth
Florida
$2.01M 31,047 +1,844 +6%
WA
44
Westfuller Advisors
New York
$1.99M 30,845 +414 +1%
Jane Street
45
Jane Street
New York
$1.99M 30,756 +30,756 New
SHJ
46
Sharkey, Howes & Javer
Colorado
$1.98M 30,647 +5,209 +20%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$1.98M 30,595 +3,050 +11%
FPF
48
First Pacific Financial
Washington
$1.93M 29,856 +15,198 +104%
IWC
49
Integrated Wealth Concepts
Massachusetts
$1.92M 29,738 -17,863 -38%
EH
50
Equitable Holdings
New York
$1.9M 29,439 +3,725 +14%
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