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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 %
Franklin Resources
101
Franklin Resources
California
$586K 9,063 +1,414 +18%
OWCM
102
One Wealth Capital Management
Arizona
$573K 8,863 +8,863 New
GM
103
GeoWealth Management
Illinois
$565K 8,749 +8,302 +1,857%
Raymond James Financial
104
Raymond James Financial
Florida
$562K 8,704 +8,704 New
MW
105
Maia Wealth
Colorado
$560K 8,300 +1,706 +26%
WCF
106
West Coast Financial
California
$557K 8,622 +8,622 New
MPW
107
MA Private Wealth
California
$539K 8,340 +90 +1%
EWA
108
EverSource Wealth Advisors
Alabama
$537K 8,308 +1,410 +20%
KFSC
109
Keystone Financial Services (Colorado)
Colorado
$529K 8,184 +10 +0.1%
DAS
110
Diversify Advisory Services
Utah
$524K 8,168 -2,095 -20%
CFGS
111
Concourse Financial Group Securities
Alabama
$515K 7,689 +1,315 +21%
OL
112
Optas LLC
Texas
$505K 7,816 +779 +11%
FFA
113
Farther Finance Advisors
California
$505K 7,815 +256 +3%
PWM
114
Parkworth Wealth Management
California
$450K 6,963 +6,963 New
GSWM
115
Golden State Wealth Management
California
$444K 6,872 +6,872 New
MSFS
116
Main Street Financial Solutions
Pennsylvania
$433K 6,700 +561 +9%
OPWM
117
Oregon Pacific Wealth Management
Oregon
$425K 6,580 +6,580 New
Mariner
118
Mariner
Kansas
$423K 6,546 +3,356 +105%
WFS
119
WealthGarden F.S.
California
$416K 6,440 +924 +17%
TVAMP
120
Tennessee Valley Asset Management Partners
Tennessee
$412K 6,375 +6,375 New
ACA
121
Aptus Capital Advisors
Alabama
$412K 6,374 +187 +3%
LIA
122
LifePlan Investment Advisors
North Carolina
$401K 6,207 +2,449 +65%
SB
123
Strategic Blueprint
Georgia
$396K 6,127 -482 -7%
Morgan Stanley
124
Morgan Stanley
New York
$390K 6,030 +1,194 +25%
CC
125
Copperleaf Capital
North Carolina
$388K 6,004 +1,304 +28%
3 4
5
6 7