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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

107 hedge funds and large institutions have $316M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 16 reducing their positions, and 16 closing their positions.

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
62
Reduced
16
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$59.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$133M
3
Jane Street
3
Jane Street
New York
$7.43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.68M
5
5L
5
55I LLC
Massachusetts
$7.08M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$5.13M
2
I
2
IMPACTfolio
Colorado
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
CCG
4
Capital CS Group
California
$0
5
FHA
5
First Horizon Advisors
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$443K 7,258 +4,404 +154%
WI
52
WrapManager Inc
California
$441K 7,228 +70 +1%
KFSC
53
Keystone Financial Services (Colorado)
Colorado
$436K 8,129 +1,525 +23%
SCA
54
Snowden Capital Advisors
New York
$430K 7,055 +405 +6%
Betterment LLC
55
Betterment LLC
New York
$411K 6,743 -99 -1%
SB
56
Strategic Blueprint
Georgia
$406K 6,661 +690 +12%
3LCM
57
3D/L Capital Management
Connecticut
$388K 6,358 +687 +12%
CCM
58
Coldstream Capital Management
Washington
$384K 6,290 – –
T
59
TCWP
Ohio
$376K 6,177 +637 +11%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$369K 6,057 -664 -10%
PFA
61
Pathway Financial Advisors
Vermont
$356K 5,842 +76 +1%
JFG
62
JMG Financial Group
Illinois
$340K 5,575 -3,827 -41%
RA
63
RFG Advisory
Alabama
$336K 5,516 +5,516 New
OPS
64
Orion Portfolio Solutions
Nebraska
$334K 5,472 +902 +20%
D
65
Dentgroup
Louisiana
$333K 5,466 -1,948 -26%
CW
66
CreativeOne Wealth
Kansas
$326K 5,340 +1,086 +26%
BRWA
67
B. Riley Wealth Advisors
Florida
$314K 5,132 +5,132 New
BFO
68
Biltmore Family Office
North Carolina
$305K 5,000 – –
MYIA
69
Mount Yale Investment Advisors
Colorado
$293K 4,805 +4,805 New
AAS
70
Avantax Advisory Services
Texas
$275K 4,500 +1,477 +49%
JBA
71
Johnson Bixby & Associates
Washington
$274K 4,490 +4,490 New
AP
72
Adero Partners
California
$258K 4,232 – –
RJA
73
Raymond James & Associates
Florida
$239K 3,922 +675 +21%
FA
74
Financial Advisors
Massachusetts
$234K 3,833 – –
WWG
75
West Wealth Group
California
$214K 3,522 +3,522 New
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3
4 5