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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

186 hedge funds and large institutions have $441M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
186
Holders Change
+24
Holders Change %
+14.81%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
79
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
S
1
Syntrinsic
Colorado
$40.2M
2
Jane Street
2
Jane Street
New York
$4.18M
3
Bank of America
3
Bank of America
North Carolina
$3.2M
4
UCFA
4
United Capital Financial Advisors
Texas
$1.61M
5
SWM
5
SigFig Wealth Management
California
$9.43M

Top Sellers

1
BlackRock
1
BlackRock
New York
$57.5M
2
FTUS
2
Flow Traders U.S.
New York
$1.72M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.99M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
RWP
5
RWA Wealth Partners
Massachusetts
$6.14M
Name Market Value Shares Shares
Change 		Shares
Change %
MIS
51
Morningstar Investment Services
Illinois
$1.17M 18,224 +12,749 +233%
HHGA
52
Halbert Hargrove Global Advisors
California
$1.16M 18,231 +18,231 New
EFN
53
Equita Financial Network
Pennsylvania
$1.15M 18,068 +903 +5%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.13M 17,738 +36 +0.2%
WFA
55
Wade Financial Advisory
California
$1.12M 17,527 +12 +0.1%
SPIA
56
Steward Partners Investment Advisory
New York
$1.08M 16,883 +2,057 +14%
SRB
57
Shotwell Rutter Baer
Michigan
$1.07M 16,764 +16,764 New
WP
58
WealthSource Partners
California
$1.01M 15,763 -828 -5%
CWM
59
Congress Wealth Management
Massachusetts
$977K 15,296 +1,613 +12%
ACA
60
Aptus Capital Advisors
Alabama
$960K 15,023 +9,727 +184%
PP
61
Prudential plc
United Kingdom
$958K 15,000 – –
Prudential Financial
62
Prudential Financial
New Jersey
$934K 14,627 -2,590 -15%
GAM
63
Gould Asset Management
California
$898K 14,050 +3,900 +38%
Lazard Asset Management
64
Lazard Asset Management
New York
$882K 13,814 – –
CIC
65
Carnegie Investment Counsel
Ohio
$863K 13,502 -633 -4%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$807K 12,632 +455 +4%
Wells Fargo
67
Wells Fargo
California
$800K 12,529 +5,391 +76%
OIA
68
OneDigital Investment Advisors
Kansas
$787K 12,326 -2,864 -19%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$780K 12,217 +3,193 +35%
T
70
TCWP
Ohio
$768K 12,020 -3,134 -21%
MOS
71
MGO One Seven
Ohio
$768K 12,020 +12,020 New
JFG
72
JMG Financial Group
Illinois
$762K 11,926 -2,748 -19%
Pathstone Holdings
73
Pathstone Holdings
New Jersey
$759K 11,882 +11,882 New
BFO
74
Biltmore Family Office
North Carolina
$736K 11,528 – –
SA
75
Skyline Advisors
Washington
$733K 11,480 +11,480 New
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