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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

186 hedge funds and large institutions have $508M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
105
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$11.8M
2
SEI Investments
2
SEI Investments
Pennsylvania
$10.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.04M
4
LPL Financial
4
LPL Financial
California
$12.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$113M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
I
2
IMPACTfolio
Colorado
$0
3
SAG
3
SageView Advisory Group
California
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.32M
5
KFAA
5
Klaas Financial Asset Advisors
Illinois
$2.83M
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
51
Opes Wealth Management
California
$1.42M 21,115 -1,094 -5%
EH
52
Equitable Holdings
New York
$1.42M 21,099 +1,380 +7%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$1.41M 20,949 +1,423 +7%
MIS
54
Morningstar Investment Services
Illinois
$1.38M 20,536 +7,568 +58%
AM
55
Atwater Malick
Pennsylvania
$1.38M 20,462 – –
SPIA
56
Steward Partners Investment Advisory
New York
$1.33M 19,731 +1,319 +7%
Fiera Capital (Canada)
57
Fiera Capital (Canada)
Quebec, Canada
$1.32M 19,570 -14,300 -42%
HHGA
58
Halbert Hargrove Global Advisors
California
$1.27M 18,764 +90 +0.5%
PL
59
Plancorp LLC
Missouri
$1.22M 18,163 – –
GAM
60
Gould Asset Management
California
$1.22M 18,100 – –
WFA
61
Wade Financial Advisory
California
$1.16M 17,211 -131 -0.8%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$1.15M 16,921 +16,055 +1,854%
SRB
63
Shotwell Rutter Baer
Michigan
$1.11M 16,293 +16,293 New
PP
64
Prudential plc
United Kingdom
$1.01M 15,000 – –
Wells Fargo
65
Wells Fargo
California
$1.01M 14,995 +1,454 +11%
Prudential Financial
66
Prudential Financial
New Jersey
$1.01M 14,941 -303 -2%
CWM
67
Congress Wealth Management
Massachusetts
$1.01M 14,931 -242 -2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$967K 14,338 +1,113 +8%
JFG
69
JMG Financial Group
Illinois
$954K 14,146 +44 +0.3%
Creative Planning
70
Creative Planning
Kansas
$925K 13,721 +28 +0.2%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$907K 13,456 +44 +0.3%
RWP
72
Revolve Wealth Partners
New Jersey
$895K 13,270 +2,651 +25%
Lazard Asset Management
73
Lazard Asset Management
New York
$890K 13,209 – –
VWA
74
VERITY Wealth Advisors
United States
$866K 12,840 – –
SA
75
Skyline Advisors
Washington
$813K 12,059 +265 +2%
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3
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