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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

187 hedge funds and large institutions have $484M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
91
Reduced
47
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$112M
2
SEI Investments
SEI Investments
Pennsylvania
$4.39M
3
OMC
Old Mission Capital
Illinois
$3.03M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.43M
5
I
IMPACTfolio
Colorado
$2.38M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$1.31M
2
Bank of America
Bank of America
North Carolina
$1.36M
3
S
Syntrinsic
Colorado
$41M
4
FTUS
Flow Traders U.S.
New York
$0
5
SRB
Shotwell Rutter Baer
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
126
Concourse Financial Group Securities
Alabama
$282K +$61.7K +905 +28%
WWG
127
West Wealth Group
California
$274K +$4.84K +71 +2%
CWM
128
Concentric Wealth Management
California
$274K +$274K +4,020 New
Citadel Advisors
129
Citadel Advisors
Florida
$252K +$252K +3,694 New
VWM
130
Venturi Wealth Management
Texas
$246K +$5.18K +76 +2%
CA
131
CoreCap Advisors
Michigan
$235K -$8.79K -129 -4%
AG
132
Ascent Group
Virginia
$234K +$204 +3 +0.1%
BFG
133
Buttonwood Financial Group
Missouri
$233K +$233K +3,415 New
MW
134
Marcum Wealth
Ohio
$230K +$204 +3 +0.1%
CW
135
CreativeOne Wealth
Kansas
$230K +$230K +3,382 New
Goldman Sachs
136
Goldman Sachs
New York
$227K +$227K +3,337 New
LIA
137
LifePlan Investment Advisors
North Carolina
$223K +$223K +3,267 New
Stifel Financial
138
Stifel Financial
Missouri
$222K +$222K +3,252 New
BWS
139
Buck Wealth Strategies
Colorado
$216K +$216K +3,166 New
SWA
140
SOA Wealth Advisors
New York
$209K – – –
RWM
141
RKL Wealth Management
Pennsylvania
$208K -$8.52K -125 -4%
AWM
142
Apollon Wealth Management
South Carolina
$205K -$13.8K -203 -6%
PWA
143
Physician Wealth Advisors
Utah
$202K +$202K +3,096 New
KFP
144
Keener Financial Planning
Texas
$185K – – –
GWP
145
Gen-Wealth Partners
Michigan
$185K +$185K +2,712 New
BFO
146
Biltmore Family Office
North Carolina
$170K -$615K -9,028 -78%
Morgan Stanley
147
Morgan Stanley
New York
$170K -$14.6K -214 -8%
SWM
148
Spire Wealth Management
Virginia
$166K -$16.8K -246 -9%
MIA
149
Milestone Investment Advisors
Wisconsin
$161K -$273 -4 -0.2%
HI
150
Harbour Investments
Wisconsin
$150K +$1.3K +19 +0.9%
4 5
6
7 8