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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

114 hedge funds and large institutions have $248M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
62
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$5.22M
2
I
2
IMPACTfolio
Colorado
$4.92M
3
Jane Street
3
Jane Street
New York
$5.91M
4
SWM
4
SigFig Wealth Management
California
$2.63M
5
5L
5
55I LLC
Massachusetts
$7.14M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
OWA
4
One Wealth Advisors
California
$0
5
PL
5
Plancorp LLC
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HI
101
Harbour Investments
Wisconsin
$19K 372 – –
FSWA
102
Financial Synergies Wealth Advisors
Texas
$8.5K 182 +20 +12%
GFPC
103
Global Financial Private Client
Florida
$6.38K 135 +2 +2%
KFS
104
Kelly Financial Services
Massachusetts
$4.59K 99 – –
Morgan Stanley
105
Morgan Stanley
New York
$4K 91 -799 -90%
BC
106
Barrett & Company
Rhode Island
$2.01K 37 +37 New
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$2K 48 +48 New
CIAS
108
CFS Investment Advisory Services
New Jersey
$2K 90,691 +90,691 New
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63K 35 – –
PA
110
Parallel Advisors
California
$1K 12 +12 New
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$1K 15 +15 New
LC
112
Lindbrook Capital
California
$1K 20 +20 New
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$44 880 +148 +20%
FTUS
114
Flow Traders U.S.
New York
– – -152,043 Closed
Citadel Advisors
115
Citadel Advisors
Florida
– – -114,302 Closed
OMC
116
Old Mission Capital
Illinois
– – -56,385 Closed
OWA
117
One Wealth Advisors
California
– – -47,248 Closed
PL
118
Plancorp LLC
Missouri
– – -14,940 Closed
ECG
119
Edge Capital Group
Georgia
– – -10,881 Closed
D
120
Dentgroup
Louisiana
– – -5,904 Closed
CW
121
CreativeOne Wealth
Kansas
– – -4,156 Closed
RJA
122
Raymond James & Associates
Florida
– – -4,037 Closed
MSFS
123
Main Street Financial Solutions
Pennsylvania
– – -3,887 Closed
CA
124
CoreCap Advisors
Michigan
– – -3,519 Closed
HFS
125
Heritage Financial Services
Massachusetts
– – -2,877 Closed
2 3 4
5
6