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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

186 hedge funds and large institutions have $508M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
105
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$11.8M
2
SEI Investments
2
SEI Investments
Pennsylvania
$10.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.04M
4
LPL Financial
4
LPL Financial
California
$12.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$113M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
I
2
IMPACTfolio
Colorado
$0
3
SAG
3
SageView Advisory Group
California
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.32M
5
KFAA
5
Klaas Financial Asset Advisors
Illinois
$2.83M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
101
Magnus Financial Group
New York
$438K 6,494 +2,183 +51%
TC
102
TownSquare Capital
Utah
$430K 6,383 +229 +4%
KFSC
103
Keystone Financial Services (Colorado)
Colorado
$422K 6,258 +413 +7%
SWA
104
Stratos Wealth Advisors
Ohio
$416K 6,175 +1,136 +23%
MSFS
105
Main Street Financial Solutions
Pennsylvania
$411K 6,096 -403 -6%
FHA
106
First Horizon Advisors
Tennessee
$404K 5,993 +37 +0.6%
EWA
107
EverSource Wealth Advisors
Alabama
$400K 5,788 +4,991 +626%
SB
108
Strategic Blueprint
Georgia
$385K 5,705 -29 -0.5%
FFA
109
Farther Finance Advisors
California
$384K 5,705 +775 +16%
WI
110
WrapManager Inc
California
$375K 5,568 +3 +0.1%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$373K 5,525 +417 +8%
MW
112
Maia Wealth
Colorado
$373K 5,353 +5,353 New
OWMIAS
113
One Wealth Management Investment & Advisory Services
Florida
$363K 5,380 -219 -4%
WF
114
Warner Financial
Maryland
$359K 5,326 +5,326 New
MPW
115
Monterey Private Wealth
California
$349K 5,182 +76 +1%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$349K 5,182 +37 +0.7%
JBA
117
Johnson Bixby & Associates
Washington
$348K 5,166 -341 -6%
PFA
118
Pathway Financial Advisors
Vermont
$348K 5,158 -74 -1%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$344K 5,106 +124 +2%
MYIA
120
Mount Yale Investment Advisors
Colorado
$338K 5,018 -2,178 -30%
AI
121
Atria Investments
North Carolina
$337K 5,003 +5,003 New
CC
122
Copperleaf Capital
North Carolina
$317K 4,700 +546 +13%
BRWA
123
B. Riley Wealth Advisors
Florida
$316K 4,683 -1,733 -27%
CFGS
124
Concourse Financial Group Securities
Alabama
$316K 4,683 +545 +13%
WFS
125
WealthGarden F.S.
California
$314K 4,651 +4,651 New
3 4
5
6 7