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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

110 hedge funds and large institutions have $244M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
110
Holders Change
+27
Holders Change %
+32.53%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
57
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$130M
2
FTUS
2
Flow Traders U.S.
New York
$13M
3
I
3
IMPACTfolio
Colorado
$3.1M
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$3.02M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$2.79M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
OMC
2
Old Mission Capital
Illinois
$2.53M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.86M
4
RA
4
Resolute Advisors
California
$0
5
LPL Financial
5
LPL Financial
California
$2.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$471K 6,842 +561 +9%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$462K 6,721 +456 +7%
SCA
53
Snowden Capital Advisors
New York
$457K 6,650 +550 +9%
KFSC
54
Keystone Financial Services (Colorado)
Colorado
$454K 6,604 +6,604 New
CCM
55
Coldstream Capital Management
Washington
$433K 6,290 – –
SB
56
Strategic Blueprint
Georgia
$411K 5,971 +1,528 +34%
BDF
57
Balasa Dinverno & Foltz
$402K 5,850 +5,850 New
FHA
58
First Horizon Advisors
Tennessee
$397K 5,783 +989 +21%
3LCM
59
3D/L Capital Management
Connecticut
$390K 5,671 -106 -2%
Creative Planning
60
Creative Planning
Kansas
$387K 5,621 – –
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
– – – –
T
62
TCWP
Ohio
$381K 5,540 +5,540 New
PFA
63
Pathway Financial Advisors
Vermont
$372K 5,766 +5,766 New
BFO
64
Biltmore Family Office
North Carolina
$344K 5,000 – –
VHAM
65
Van Hulzen Asset Management
California
$320K 4,656 +84 +2%
OPS
66
Orion Portfolio Solutions
Nebraska
$314K 4,570 +1,244 +37%
CW
67
CreativeOne Wealth
Kansas
$293K 4,254 +1,122 +36%
AP
68
Adero Partners
California
$291K 4,232 – –
AG
69
Ascent Group
Virginia
$285K 4,358 +4,358 New
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$283K 4,122 +125 +3%
FA
71
Financial Advisors
Massachusetts
$264K 3,833 – –
RJA
72
Raymond James & Associates
Florida
$223K 3,247 +3,247 New
PWA
73
Physician Wealth Advisors
Utah
$221K 3,248 +3,248 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$210K 3,047 +2,784 +1,059%
AAS
75
Avantax Advisory Services
Texas
$208K 3,023 +3,023 New
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3
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