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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

147 hedge funds and large institutions have $325M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
39
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
I
1
IMPACTfolio
Colorado
$2.3M
2
SWM
2
SigFig Wealth Management
California
$5.12M
3
MOS
3
MGO One Seven
Ohio
$940K
4
AF
4
Allworth Financial
California
$5.09M
5
OL
5
Optas LLC
Texas
$638K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$124M
2
FTUS
2
Flow Traders U.S.
New York
$5.72M
3
OMC
3
Old Mission Capital
Illinois
$0
4
BlackRock
4
BlackRock
New York
$56M
5
Jane Street
5
Jane Street
New York
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Advisornet Financial
Minnesota
$31.8K -$128K -2,152 -80%
WP
127
WealthShield Partners
North Carolina
$31.3K +$31.3K +526 New
TIM
128
Tortoise Investment Management
New York
$28K – – –
GWSG
129
GPS Wealth Strategies Group
Colorado
$26.8K +$26.8K +450 New
Morgan Stanley
130
Morgan Stanley
New York
$23K +$17.6K +295 +324%
FCA
131
Fortis Capital Advisors
Kansas
$21.5K – – –
CFGS
132
Concourse Financial Group Securities
Alabama
$19.1K +$19.1K +320 New
FSWA
133
Financial Synergies Wealth Advisors
Texas
$13.1K +$776 +13 +6%
CFO
134
CVA Family Office
Colorado
$11.7K – – –
CWA
135
Clearview Wealth Advisors
Oregon
$11K -$179 -3 -2%
HI
136
Harbour Investments
Wisconsin
$9K +$5.24K +88 +140%
APC
137
Aspire Private Capital
North Carolina
$8.4K -$834 -14 -9%
GFPC
138
Global Financial Private Client
Florida
$8.07K – – –
KFS
139
Kelly Financial Services
Massachusetts
$7.94K +$1.43K +24 +22%
MBFW
140
Morton Brown Family Wealth
Pennsylvania
$4.53K -$85.4K -1,433 -95%
CSWM
141
Cassady Schiller Wealth Management
Ohio
$4.43K – – –
BC
142
Barrett & Company
Rhode Island
$2.21K – – –
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.09K – – –
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$797 -$100 -1,683 -11%
MHR
145
Matthew Hamilton Rosenberg
$715 – – –
SWM
146
Spire Wealth Management
Virginia
$655 +$655 +11 New
FGAM
147
Financial Gravity Asset Management
Texas
$32 +$32 +539 New
OMC
148
Old Mission Capital
Illinois
– -$2.11M -38,970 Closed
IA
149
IFP Advisors
Florida
– -$350K -6,759 Closed
AP
150
Adero Partners
California
– -$230K -4,232 Closed
3 4 5
6
7