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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

142 hedge funds and large institutions have $307M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
142
Holders Change
+28
Holders Change %
+24.56%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
60
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.95M
2
FTUS
2
Flow Traders U.S.
New York
$7.58M
3
OWA
3
One Wealth Advisors
California
$3.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.24M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$119M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.52M
2
I
2
IMPACTfolio
Colorado
$0
3
BlackRock
3
BlackRock
New York
$52.5M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
51
Farther Finance Advisors
California
$625K 11,516 +11,516 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$616K 11,345 +1,172 +12%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$602K 11,091 +2,178 +24%
APW
54
Austin Private Wealth
Texas
$592K 10,912 +175 +2%
WA
55
Wealth Alliance
New York
$577K 10,624 -4,841 -31%
SPIA
56
Steward Partners Investment Advisory
New York
$562K 10,355 +3,040 +42%
LRIA
57
Leonard Rickey Investment Advisors
Washington
$560K 10,317 +1,070 +12%
EWM
58
Empirical Wealth Management
Washington
$551K 10,150 – –
VWA
59
VERITY Wealth Advisors
United States
$509K 9,386 -1,288 -12%
DT
60
Diversified Trust
Tennessee
$498K 9,169 -3,384 -27%
GAM
61
Gould Asset Management
California
$498K 9,175 +9,175 New
GIA
62
Goodwin Investment Advisory
Georgia
$484K 8,913 -82 -0.9%
CWM
63
Congress Wealth Management
Massachusetts
$483K 8,906 +1,349 +18%
AWM
64
AE Wealth Management
Kansas
$464K 8,551 -913 -10%
Stifel Financial
65
Stifel Financial
Missouri
$461K 8,492 +8,492 New
RJFSA
66
Raymond James Financial Services Advisors
Florida
$455K 8,385 +257 +3%
RJA
67
Raymond James & Associates
Florida
$455K 8,382 +8,382 New
RIA
68
Regal Investment Advisors
Michigan
$412K 7,598 +337 +5%
Betterment LLC
69
Betterment LLC
New York
$404K 7,446 +255 +4%
RBA
70
Richard Bernstein Advisors
New York
$403K 7,423 +193 +3%
CA
71
Cetera Advisors
Colorado
$389K 7,167 +7,167 New
WI
72
WrapManager Inc
California
$384K 7,076 -338 -5%
SCA
73
Snowden Capital Advisors
New York
$379K 6,980 -1,200 -15%
HPM
74
Hoxton Planning & Management
West Virginia
$359K 6,611 +6,611 New
MYIA
75
Mount Yale Investment Advisors
Colorado
$357K 6,585 +1,382 +27%
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