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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

154 hedge funds and large institutions have $349M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
66
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$7.95M
2
BlackRock
2
BlackRock
New York
$61.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.18M
4
AM
4
Atwater Malick
Pennsylvania
$1.1M
5
AF
5
Allworth Financial
California
$6.12M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
MOS
2
MGO One Seven
Ohio
$0
3
BPA
3
Beacon Pointe Advisors
California
$0
4
HPM
4
Hoxton Planning & Management
West Virginia
$0
5
PP
5
Prudential plc
United Kingdom
$914K
Name Market Value Shares Shares
Change 		Shares
Change %
MSFS
101
Main Street Financial Solutions
Pennsylvania
$315K 5,172 +472 +10%
MPW
102
Monterey Private Wealth
California
$308K 5,060 +5,060 New
SWA
103
Stratos Wealth Advisors
Ohio
$306K 5,018 +54 +1%
KFSC
104
Keystone Financial Services (Colorado)
Colorado
$301K 4,940 +7 +0.1%
PTC
105
Private Trust Company
Ohio
$299K 4,909 +4,909 New
FFA
106
Farther Finance Advisors
California
$286K 4,689 -257 -5%
SW
107
SVB Wealth
Massachusetts
$282K 4,622 -28 -0.6%
AM
108
AGF Management
Ontario, Canada
$244K 4,000 – –
PWM
109
Perigon Wealth Management
California
$236K 3,868 +3,868 New
CA
110
CoreCap Advisors
Michigan
$233K 3,824 +3,824 New
D
111
Dentgroup
Louisiana
$226K 3,706 – –
5SA
112
5th Street Advisors
Connecticut
$224K 3,682 +3,682 New
CC
113
Copperleaf Capital
North Carolina
$224K 3,681 +3,681 New
WWG
114
West Wealth Group
California
$218K 3,577 -23 -0.6%
BRWA
115
B. Riley Wealth Advisors
Florida
$216K 3,542 -13 -0.4%
RJA
116
Raymond James & Associates
Florida
$215K 3,529 – –
AG
117
Ascent Group
Virginia
$211K 3,483 +81 +2%
VWM
118
Venturi Wealth Management
Texas
$199K 3,271 – –
SWA
119
SOA Wealth Advisors
New York
$177K 2,904 – –
MIA
120
Milestone Investment Advisors
Wisconsin
$144K 2,361 +574 +32%
Morgan Stanley
121
Morgan Stanley
New York
$126K 2,074 +1,688 +437%
CFD
122
Creative Financial Designs
Indiana
$114K 1,874 -462 -20%
HI
123
Harbour Investments
Wisconsin
$113K 1,858 +1,707 +1,130%
SWM
124
Sugarloaf Wealth Management
Georgia
$92.4K 1,517 – –
CAL
125
Capital Analysts LLC
Pennsylvania
$82K 1,339 -7 -0.5%
3 4
5
6 7