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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$80.8K +$80.2K +1,316 +11,964%
YAL
127
Your Advocates Ltd
Texas
$62.3K – – –
FCA
128
FinTrust Capital Advisors
South Carolina
$47.8K – – –
PC
129
Pecaut & Co
Iowa
$47.6K -$73.9K -1,213 -61%
EWA
130
EverSource Wealth Advisors
Alabama
$44K – – –
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$41.3K – – –
OLVIG
132
Oliver Lagore Vanvalin Investment Group
Michigan
$36.4K -$731 -12 -2%
AF
133
Advisornet Financial
Minnesota
$32.5K – – –
WP
134
WealthShield Partners
North Carolina
$32K – – –
CFGS
135
Concourse Financial Group Securities
Alabama
$30.8K +$11.3K +186 +58%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$29.6K -$4.69K -77 -14%
TIM
137
Tortoise Investment Management
New York
$28.6K – – –
AFG
138
Albion Financial Group
Utah
$28.1K +$28.1K +462 New
GWSG
139
GPS Wealth Strategies Group
Colorado
$27.4K – – –
OP
140
ORG Partners
Indiana
$24.8K +$24.8K +408 New
BCM
141
Bourgeon Capital Management
Connecticut
$20.7K +$20.7K +340 New
FSWA
142
Financial Synergies Wealth Advisors
Texas
$14.1K +$731 +12 +5%
CFO
143
CVA Family Office
Colorado
$12K – – –
APC
144
Aspire Private Capital
North Carolina
$8.59K – – –
KFS
145
Kelly Financial Services
Massachusetts
$8.23K +$122 +2 +2%
GFPC
146
Global Financial Private Client
Florida
$7.9K -$304 -5 -4%
CPG
147
Cornerstone Planning Group
New Jersey
$4.81K +$4.81K +79 New
MBFW
148
Morton Brown Family Wealth
Pennsylvania
$4.63K – – –
CSWM
149
Cassady Schiller Wealth Management
Ohio
$4.52K – – –
CWA
150
Clearview Wealth Advisors
Oregon
$2.5K -$8.77K -144 -78%
3 4 5
6
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