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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

79 hedge funds and large institutions have $142M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+30
Holders Change %
+61.22%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
32
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$81.7M
2
OMC
2
Old Mission Capital
Illinois
$4.88M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.06M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.85M
5
5L
5
55I LLC
Massachusetts
$3.66M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$4.62M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.03M
3
Jane Street
3
Jane Street
New York
$0
4
NL
4
NWAM LLC
Washington
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$165K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$229K 3,377 +3,377 New
CRWM
52
Castle Rock Wealth Management
California
$202K 2,912 +2,912 New
CFD
53
Creative Financial Designs
Indiana
$185K 2,727 +420 +18%
TI
54
tru Independence
Oregon
$183K 2,715 +2,715 New
SPIA
55
Steward Partners Investment Advisory
New York
$165K 2,434 -201 -8%
UBS Group
56
UBS Group
Switzerland
$151K 2,228 +2,228 New
ACA
57
Aptus Capital Advisors
Alabama
$143K 2,118 +339 +19%
GIA
58
Goodwin Investment Advisory
Georgia
$133K 1,953 +453 +30%
ASN
59
Advisory Services Network
Georgia
$124K 1,837 +1,837 New
KFAA
60
Klaas Financial Asset Advisors
Illinois
$96K 1,422 +1,029 +262%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$78K 1,155 +1,155 New
FHA
62
First Horizon Advisors
Tennessee
$76K 1,136 +439 +63%
PCG
63
Private Capital Group
Connecticut
$62K 913 +551 +152%
SBL
64
Sargent Bickham Lagudis
Colorado
$61K 907 +907 New
NFG
65
Next Financial Group
Texas
$59K 878 +106 +14%
Bank of America
66
Bank of America
North Carolina
$54K 791 +220 +39%
CFA
67
Carroll Financial Associates
North Carolina
$52K 779 +779 New
WP
68
WealthShield Partners
North Carolina
$36K 537 – –
HIA
69
Harbor Investment Advisory
Maryland
$15K 220 – –
HI
70
Harbour Investments
Wisconsin
$14K 214 +132 +161%
AF
71
Advisornet Financial
Minnesota
$10K 144 +46 +47%
SWM
72
Spire Wealth Management
Virginia
$10K 142 +142 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$8K 123 +123 New
APA
74
American Portfolios Advisors
New York
$7.99K 118 +77 +188%
GFPC
75
Global Financial Private Client
Florida
$7.39K 109 +52 +91%
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