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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 %
Lazard Asset Management
76
Lazard Asset Management
New York
$951K 13,209 – –
WA
77
Wealth Alliance
New York
$946K 13,128 +1,558 +13%
VWA
78
VERITY Wealth Advisors
United States
$925K 12,840 – –
PWM
79
Perigon Wealth Management
California
$890K 12,349 +3,535 +40%
SA
80
Skyline Advisors
Washington
$884K 12,274 +215 +2%
EFG
81
Elios Financial Group
Ohio
$882K 12,246 +12,246 New
AAS
82
Avantax Advisory Services
Texas
$791K 10,985 +932 +9%
LRIA
83
Leonard Rickey Investment Advisors
Washington
$769K 10,668 -108 -1%
RIA
84
Regal Investment Advisors
Michigan
$764K 10,605 +2,829 +36%
SCA
85
Snowden Capital Advisors
New York
$717K 9,948 +1,825 +22%
DAS
86
Diversify Advisory Services
Utah
$710K 10,263 -870 -8%
EWM
87
Empirical Wealth Management
Washington
$710K 9,850 -300 -3%
Betterment LLC
88
Betterment LLC
New York
$702K 9,744 -860 -8%
KAS
89
Kestra Advisory Services
Texas
$683K 9,479 -866 -8%
MC
90
Moors & Cabot
Massachusetts
$674K 9,357 -6 -0.1%
WIA
91
World Investment Advisors
California
$673K 9,345 +1,538 +20%
HPFG
92
Hart & Patterson Financial Group
Massachusetts
$646K 8,974 -29 -0.3%
AIA
93
Ally Invest Advisors
North Carolina
$634K 8,807 +1,552 +21%
DT
94
Diversified Trust
Tennessee
$631K 8,758 – –
TC
95
TownSquare Capital
Utah
$615K 8,536 +2,153 +34%
SWP
96
Stratos Wealth Partners
Ohio
$596K 8,279 -53 -0.6%
MPW
97
MA Private Wealth
California
$594K 8,250 +223 +3%
KFSC
98
Keystone Financial Services (Colorado)
Colorado
$589K 8,174 +1,916 +31%
MFG
99
Magnus Financial Group
New York
$577K 8,010 +1,516 +23%
Franklin Resources
100
Franklin Resources
California
$545K 7,649 – –
2 3
4
5 6