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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 %
EFG
76
Elios Financial Group
Ohio
$863K 13,352 +1,106 +9%
Lazard Asset Management
77
Lazard Asset Management
New York
$853K 13,209 – –
VWA
78
VERITY Wealth Advisors
United States
$830K 12,840 – –
PP
79
Prudential plc
United Kingdom
$827K 12,800 -7,200 -36%
SWP
80
Stratos Wealth Partners
Ohio
$805K 12,453 +4,174 +50%
JFG
81
JMG Financial Group
Illinois
$778K 12,041 -2,105 -15%
RIA
82
Regal Investment Advisors
Michigan
$776K 12,014 +1,409 +13%
SCA
83
Snowden Capital Advisors
New York
$742K 11,487 +1,539 +15%
SA
84
Skyline Advisors
Washington
$723K 11,188 -1,086 -9%
RA
85
RFG Advisory
Alabama
$719K 11,124 +4,808 +76%
MC
86
Moors & Cabot
Massachusetts
$715K 11,063 +1,706 +18%
AAS
87
Avantax Advisory Services
Texas
$712K 11,017 +32 +0.3%
LRIA
88
Leonard Rickey Investment Advisors
Washington
$698K 10,803 +135 +1%
SWP
89
Sagespring Wealth Partners
Tennessee
$693K 10,728 +10,728 New
MFG
90
Magnus Financial Group
New York
$690K 10,672 +2,662 +33%
Betterment LLC
91
Betterment LLC
New York
$668K 10,334 +590 +6%
HPFG
92
Hart & Patterson Financial Group
Massachusetts
$667K 10,322 +1,348 +15%
WIA
93
World Investment Advisors
California
$667K 10,315 +970 +10%
KAS
94
Kestra Advisory Services
Texas
$666K 10,304 +825 +9%
FIM
95
Freedom Investment Management
Connecticut
$662K 10,239 +2,730 +36%
WF
96
Warner Financial
Maryland
$641K 9,922 +2,539 +34%
EWM
97
Empirical Wealth Management
Washington
$637K 9,850 – –
DT
98
Diversified Trust
Tennessee
$610K 9,441 +683 +8%
AIA
99
Ally Invest Advisors
North Carolina
$609K 9,417 +610 +7%
Creative Planning
100
Creative Planning
Kansas
$606K 9,385 -4,550 -33%
2 3
4
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