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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

218 hedge funds and large institutions have $618M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 27 reducing their positions, and 22 closing their positions.

Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
133
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAS
1
IMA Advisory Services
Colorado
$50.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$150M
3
LPL Financial
3
LPL Financial
California
$27.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$19M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$44.7M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$4.66M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$1.85M 28,565 +1,477 +5%
SPIA
52
Steward Partners Investment Advisory
New York
$1.84M 28,506 +4,187 +17%
DL
53
DOHJ LLC
Washington
$1.79M 27,647 +1,957 +8%
AFG
54
Albion Financial Group
Utah
$1.7M 26,297 +88 +0.3%
PA
55
Parkside Advisors
California
$1.6M 24,703 -701 -3%
XPN
56
XY Planning Network
Montana
$1.48M 22,944 +22,944 New
Bank of America
57
Bank of America
North Carolina
$1.44M 22,327 +670 +3%
PWM
58
Perigon Wealth Management
California
$1.43M 21,968 +9,619 +78%
ISFAN
59
Investor's Fiduciary Advisor Network
Washington
$1.43M 22,121 +22,121 New
OWM
60
Opes Wealth Management
California
$1.43M 22,095 +335 +2%
AM
61
Atwater Malick
Pennsylvania
$1.42M 22,039 – –
WFA
62
Wade Financial Advisory
California
$1.32M 20,425 -525 -3%
GAM
63
Gould Asset Management
California
$1.26M 19,450 +1,350 +7%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$1.21M 18,733 -118 -0.6%
PL
65
Plancorp LLC
Missouri
$1.17M 18,163 – –
MOS
66
MGO One Seven
Ohio
$1.16M 17,880 +3,269 +22%
SRB
67
Shotwell Rutter Baer
Michigan
$1.1M 17,186 -40 -0.2%
Wells Fargo
68
Wells Fargo
California
$1.07M 16,554 +922 +6%
RWP
69
Revolve Wealth Partners
New Jersey
$1.04M 16,170 +1,641 +11%
APW
70
Austin Private Wealth
Texas
$1.04M 16,034 +1,573 +11%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.01M 15,601 +795 +5%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$1M 15,509 +14,770 +1,999%
WA
73
Wealth Alliance
New York
$982K 15,197 +2,069 +16%
CWM
74
Congress Wealth Management
Massachusetts
$895K 13,845 -949 -6%
TC
75
TownSquare Capital
Utah
$881K 13,632 +5,096 +60%
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