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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

83 hedge funds and large institutions have $187M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 6 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
53
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$109M
2
Jane Street
2
Jane Street
New York
$3.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$11.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.62M
5
LPL Financial
5
LPL Financial
California
$2.59M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$6.29K
2
WCFA
2
Walkner Condon Financial Advisors
Wisconsin
$0
3
OMC
3
Old Mission Capital
Illinois
$3.92M
4
HF
4
HRT Financial
New York
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$644K
Name Market Value Shares Shares
Change 		Shares
Change %
SB
51
Strategic Blueprint
Georgia
$301K 4,443 +841 +23%
AP
52
Adero Partners
California
$287K 4,232 – –
CCG
53
Capital CS Group
California
$273K 4,022 -824 -17%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$271K 3,997 – –
FA
55
Financial Advisors
Massachusetts
$260K 3,833 – –
CRWM
56
Castle Rock Wealth Management
California
$245K 3,447 +535 +18%
OPS
57
Orion Portfolio Solutions
Nebraska
$225K 3,326 +3,326 New
CW
58
CreativeOne Wealth
Kansas
$212K 3,132 +3,132 New
CFD
59
Creative Financial Designs
Indiana
$204K 3,005 +278 +10%
SPIA
60
Steward Partners Investment Advisory
New York
$194K 2,865 +431 +18%
ACA
61
Aptus Capital Advisors
Alabama
$156K 2,305 +187 +9%
AF
62
Allworth Financial
California
$126K 1,859 +1,859 New
Bank of America
63
Bank of America
North Carolina
$124K 1,836 +1,045 +132%
UBS Group
64
UBS Group
Switzerland
$90K 1,329 -899 -40%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$70K 1,030 -125 -11%
PCG
66
Private Capital Group
Connecticut
$69K 1,011 +98 +11%
CFA
67
Carroll Financial Associates
North Carolina
$65K 972 +193 +25%
SBL
68
Sargent Bickham Lagudis
Colorado
$61K 907 – –
NFG
69
Next Financial Group
Texas
$59K 878 – –
HI
70
Harbour Investments
Wisconsin
$42K 618 +404 +189%
AF
71
Advisornet Financial
Minnesota
$24K 348 +204 +142%
BlackRock
72
BlackRock
New York
$24K 354 +354 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$19K 263 +140 +114%
HIA
74
Harbor Investment Advisory
Maryland
$15K 220 – –
APA
75
American Portfolios Advisors
New York
$12.7K 188 +70 +59%
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