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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

207 hedge funds and large institutions have $600M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
31
Increased
111
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$151M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$44.9M
3
OMC
3
Old Mission Capital
Illinois
$6.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.5M
5
PAS
5
Park Avenue Securities
New York
$13.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
S
2
Syntrinsic
Colorado
$36.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.45M
4
BlackRock
4
BlackRock
New York
$63.7M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SHJ
51
Sharkey, Howes & Javer
Colorado
$1.83M 25,438 +4,027 +19%
PA
52
Parkside Advisors
California
$1.83M 25,404 – –
DL
53
DOHJ LLC
Washington
$1.83M 25,690 +409 +2%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.8M 25,055 +4,106 +20%
SPIA
55
Steward Partners Investment Advisory
New York
$1.75M 24,319 +4,588 +23%
AM
56
Atwater Malick
Pennsylvania
$1.59M 22,039 +1,577 +8%
OWM
57
Opes Wealth Management
California
$1.57M 21,760 +645 +3%
Bank of America
58
Bank of America
North Carolina
$1.56M 21,657 -168 -0.8%
Prudential Financial
59
Prudential Financial
New Jersey
$1.54M 21,414 +6,473 +43%
WFA
60
Wade Financial Advisory
California
$1.51M 20,950 +3,739 +22%
PP
61
Prudential plc
United Kingdom
$1.44M 20,000 +5,000 +33%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$1.36M 18,851 +5,395 +40%
PL
63
Plancorp LLC
Missouri
$1.31M 18,163 – –
GAM
64
Gould Asset Management
California
$1.3M 18,100 – –
HHGA
65
Halbert Hargrove Global Advisors
California
$1.23M 17,119 -1,645 -9%
SRB
66
Shotwell Rutter Baer
Michigan
$1.22M 17,226 +933 +6%
Wells Fargo
67
Wells Fargo
California
$1.13M 15,632 +637 +4%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1.07M 14,806 +468 +3%
CWM
69
Congress Wealth Management
Massachusetts
$1.07M 14,794 -137 -0.9%
FPF
70
First Pacific Financial
Washington
$1.06M 14,658 +14,658 New
MOS
71
MGO One Seven
Ohio
$1.05M 14,611 +2,636 +22%
RWP
72
Revolve Wealth Partners
New Jersey
$1.05M 14,529 +1,259 +9%
APW
73
Austin Private Wealth
Texas
$1.04M 14,461 +2,416 +20%
JFG
74
JMG Financial Group
Illinois
$1.02M 14,146 – –
Creative Planning
75
Creative Planning
Kansas
$1M 13,935 +214 +2%
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