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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

147 hedge funds and large institutions have $325M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
39
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
I
1
IMPACTfolio
Colorado
$2.3M
2
SWM
2
SigFig Wealth Management
California
$5.12M
3
MOS
3
MGO One Seven
Ohio
$940K
4
AF
4
Allworth Financial
California
$5.09M
5
OL
5
Optas LLC
Texas
$638K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$124M
2
FTUS
2
Flow Traders U.S.
New York
$5.72M
3
OMC
3
Old Mission Capital
Illinois
$0
4
BlackRock
4
BlackRock
New York
$56M
5
Jane Street
5
Jane Street
New York
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Congress Wealth Management
Massachusetts
$645K +$114K +1,910 +21%
OL
52
Optas LLC
Texas
$638K +$638K +10,699 New
DI
53
DFPG Investments
Utah
$637K +$637K +10,696 New
CAM
54
Crestone Asset Management
Colorado
$626K -$73.1K -1,226 -10%
LRIA
55
Leonard Rickey Investment Advisors
Washington
$619K +$4.53K +76 +0.7%
JFG
56
JMG Financial Group
Illinois
$616K -$168K -2,816 -21%
EWM
57
Empirical Wealth Management
Washington
$605K – – –
APW
58
Austin Private Wealth
Texas
$573K -$76.9K -1,290 -12%
BPA
59
Beacon Pointe Advisors
California
$561K +$561K +9,417 New
VWA
60
VERITY Wealth Advisors
United States
$559K – – –
GAM
61
Gould Asset Management
California
$547K – – –
DT
62
Diversified Trust
Tennessee
$546K – – –
Bank of New York Mellon
63
Bank of New York Mellon
New York
$519K -$142K -2,378 -21%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$498K -$1.43K -24 -0.3%
MPW
65
MA Private Wealth
California
$480K +$107K +1,796 +29%
GIA
66
Goodwin Investment Advisory
Georgia
$472K -$58.7K -985 -11%
Stifel Financial
67
Stifel Financial
Missouri
$435K -$70.7K -1,187 -14%
WIA
68
World Investment Advisors
California
$433K +$126K +2,114 +41%
RBA
69
Richard Bernstein Advisors
New York
$431K -$11.5K -193 -3%
Jane Street
70
Jane Street
New York
$422K -$1.25M -20,919 -75%
AAS
71
Avantax Advisory Services
Texas
$421K +$70.7K +1,187 +20%
AWM
72
AE Wealth Management
Kansas
$414K -$95.5K -1,602 -19%
CA
73
Cetera Advisors
Colorado
$404K -$23.1K -388 -5%
RIA
74
Regal Investment Advisors
Michigan
$402K -$51.1K -857 -11%
SCA
75
Snowden Capital Advisors
New York
$394K -$22.2K -373 -5%
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