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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 %
3LCM
101
3D/L Capital Management
Connecticut
$330K 5,786 -293 -5%
MIS
102
Morningstar Investment Services
Illinois
$312K 5,475 +5,475 New
BCI
103
Brinker Capital Investments
Pennsylvania
$308K 5,399 -1,095 -17%
OPS
104
Orion Portfolio Solutions
Nebraska
$308K 5,399 -1,095 -17%
SB
105
Strategic Blueprint
Georgia
$308K 5,391 -220 -4%
ACA
106
Aptus Capital Advisors
Alabama
$302K 5,296 -30 -0.6%
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$301K 5,268 -60 -1%
MPW
108
Monterey Private Wealth
California
$289K 5,060 – –
PTC
109
Private Trust Company
Ohio
$289K 5,059 +150 +3%
5SA
110
5th Street Advisors
Connecticut
$288K 5,051 +1,369 +37%
FFA
111
Farther Finance Advisors
California
$288K 5,050 +361 +8%
KFSC
112
Keystone Financial Services (Colorado)
Colorado
$284K 4,980 +40 +0.8%
AA
113
Aire Advisors
California
$284K 4,980 -358 -7%
SWA
114
Stratos Wealth Advisors
Ohio
$281K 4,925 -93 -2%
SW
115
SVB Wealth
Massachusetts
$263K 4,613 -9 -0.2%
PWM
116
Perigon Wealth Management
California
$243K 4,248 +380 +10%
CC
117
Copperleaf Capital
North Carolina
$224K 3,915 +234 +6%
RJA
118
Raymond James & Associates
Florida
$223K 3,913 +384 +11%
WWG
119
West Wealth Group
California
$220K 3,846 +269 +8%
CA
120
CoreCap Advisors
Michigan
$214K 3,750 -74 -2%
LNC
121
Lincoln National Corp
Pennsylvania
$210K 3,683 +3,683 New
AG
122
Ascent Group
Virginia
$201K 3,504 +21 +0.6%
VWM
123
Venturi Wealth Management
Texas
$192K 3,365 +94 +3%
SWA
124
SOA Wealth Advisors
New York
$166K 2,904 – –
MIA
125
Milestone Investment Advisors
Wisconsin
$135K 2,361 – –
3 4
5
6 7