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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

162 hedge funds and large institutions have $347M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
79
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$5.65M
2
LPL Financial
2
LPL Financial
California
$5.84M
3
BlackRock
3
BlackRock
New York
$59.8M
4
AF
4
Allworth Financial
California
$8.17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.11M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$88.6M
2
Jane Street
2
Jane Street
New York
$0
3
I
3
IMPACTfolio
Colorado
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$39.9K
5
OL
5
Optas LLC
Texas
$512K
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$450K 7,879 +76 +1%
CA
77
Cetera Advisors
Colorado
$448K 7,849 +275 +4%
MC
78
Moors & Cabot
Massachusetts
$421K 7,376 +1,412 +24%
AWM
79
AE Wealth Management
Kansas
$415K 7,261 -505 -7%
SCA
80
Snowden Capital Advisors
New York
$414K 7,256 +1,436 +25%
RIA
81
Regal Investment Advisors
Michigan
$409K 7,160 +297 +4%
Wells Fargo
82
Wells Fargo
California
$407K 7,138 -1,092 -13%
WIA
83
World Investment Advisors
California
$401K 7,018 +125 +2%
Brown Advisory
84
Brown Advisory
Maryland
$400K 7,000 +7,000 New
RBA
85
Richard Bernstein Advisors
New York
$399K 6,984 -53 -0.8%
MSFS
86
Main Street Financial Solutions
Pennsylvania
$388K 6,799 +1,627 +31%
MYIA
87
Mount Yale Investment Advisors
Colorado
$383K 6,712 +486 +8%
Betterment LLC
88
Betterment LLC
New York
$381K 6,666 +101 +2%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$381K 6,670 -1,532 -19%
Fiera Capital (Canada)
90
Fiera Capital (Canada)
Quebec, Canada
$372K 6,520 – –
AIA
91
Ally Invest Advisors
North Carolina
$367K 6,420 +153 +2%
BRWA
92
B. Riley Wealth Advisors
Florida
$366K 6,416 +2,874 +81%
AM
93
AGF Management
Ontario, Canada
$365K 6,400 +2,400 +60%
PFA
94
Pathway Financial Advisors
Vermont
$364K 6,381 +346 +6%
CCM
95
Coldstream Capital Management
Washington
$359K 6,290 – –
WI
96
WrapManager Inc
California
$353K 6,182 +115 +2%
FHA
97
First Horizon Advisors
Tennessee
$347K 6,081 +142 +2%
JBA
98
Johnson Bixby & Associates
Washington
$339K 5,940 +92 +2%
TC
99
TownSquare Capital
Utah
$333K 5,838 +5,838 New
GIA
100
Goodwin Investment Advisory
Georgia
$330K 5,788 -1,205 -17%
2 3
4
5 6