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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 %
Betterment LLC
76
Betterment LLC
New York
$392K -$51.7K -868 -12%
Fiera Capital (Canada)
77
Fiera Capital (Canada)
Quebec, Canada
$389K +$44.1K +740 +13%
HPM
78
Hoxton Planning & Management
West Virginia
$380K -$13.6K -229 -3%
CCM
79
Coldstream Capital Management
Washington
$375K – – –
WI
80
WrapManager Inc
California
$374K -$48.1K -807 -11%
SWP
81
Stratos Wealth Partners
Ohio
$356K +$356K +5,982 New
Fidelity Investments
82
Fidelity Investments
Massachusetts
$355K +$331K +5,554 +1,351%
FHA
83
First Horizon Advisors
Tennessee
$352K -$28.7K -482 -8%
PFA
84
Pathway Financial Advisors
Vermont
$351K – – –
3LCM
85
3D/L Capital Management
Connecticut
$349K -$15.4K -259 -4%
Wells Fargo
86
Wells Fargo
California
$346K -$20.9K -351 -6%
JBA
87
Johnson Bixby & Associates
Washington
$344K +$13.1K +219 +4%
KAS
88
Kestra Advisory Services
Texas
$342K -$900K -15,095 -72%
OPS
89
Orion Portfolio Solutions
Nebraska
$341K -$28.8K -483 -8%
BCI
90
Brinker Capital Investments
Pennsylvania
$341K +$341K +5,729 New
ACA
91
Aptus Capital Advisors
Alabama
$337K +$314K +5,274 +1,370%
SB
92
Strategic Blueprint
Georgia
$335K -$5.48K -92 -2%
MYIA
93
Mount Yale Investment Advisors
Colorado
$330K -$62.3K -1,045 -16%
AIA
94
Ally Invest Advisors
North Carolina
$322K +$50.5K +848 +19%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$316K -$5.66K -95 -2%
AA
96
Aire Advisors
California
$316K -$40K -671 -11%
SWA
97
Stratos Wealth Advisors
Ohio
$296K +$48.9K +820 +20%
MC
98
Moors & Cabot
Massachusetts
$295K +$295K +4,953 New
FFA
99
Farther Finance Advisors
California
$295K -$392K -6,570 -57%
KFSC
100
Keystone Financial Services (Colorado)
Colorado
$294K -$298 -5 -0.1%
2 3
4
5 6