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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 Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Concentric Wealth Management
California
$273K +$1.55K +23 +0.6%
WWG
127
West Wealth Group
California
$264K -$6.68K -99 -2%
BFG
128
Buttonwood Financial Group
Missouri
$251K +$20.6K +306 +9%
VWM
129
Venturi Wealth Management
Texas
$248K +$4.59K +68 +2%
CA
130
CoreCap Advisors
Michigan
$234K +$1.48K +22 +0.6%
MCC
131
Maiden Cove Capital
Maine
$234K +$234K +3,430 New
PHWM
132
Pine Harbor Wealth Management
Maryland
$233K +$233K +3,460 New
MW
133
Marcum Wealth
Ohio
$228K +$405 +6 +0.2%
Goldman Sachs
134
Goldman Sachs
New York
$225K – – –
Stifel Financial
135
Stifel Financial
Missouri
$221K +$1.35K +20 +0.6%
CW
136
CreativeOne Wealth
Kansas
$219K -$9.18K -136 -4%
LIA
137
LifePlan Investment Advisors
North Carolina
$217K -$3.71K -55 -2%
PWA
138
Physician Wealth Advisors
Utah
$215K -$1.97K -28 -0.9%
AWM
139
Ariadne Wealth Management
California
$211K +$211K +3,132 New
AM
140
AGF Management
Ontario, Canada
$209K -$175K -2,600 -46%
RWM
141
RKL Wealth Management
Pennsylvania
$209K +$3.1K +46 +2%
SWA
142
SOA Wealth Advisors
New York
$207K – – –
GWP
143
Gen-Wealth Partners
Michigan
$194K +$11.5K +170 +6%
KFP
144
Keener Financial Planning
Texas
$182K – – –
BFO
145
Biltmore Family Office
North Carolina
$169K – – –
MIA
146
Milestone Investment Advisors
Wisconsin
$159K +$270 +4 +0.2%
HI
147
Harbour Investments
Wisconsin
$149K +$472 +7 +0.3%
CAL
148
Capital Analysts LLC
Pennsylvania
$140K +$16.1K +238 +13%
Morgan Stanley
149
Morgan Stanley
New York
$124K -$44.2K -655 -26%
SWM
150
Sugarloaf Wealth Management
Georgia
$110K – – –
4 5
6
7 8