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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

207 hedge funds and large institutions have $600M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
31
Increased
111
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$151M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$44.9M
3
OMC
3
Old Mission Capital
Illinois
$6.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.5M
5
PAS
5
Park Avenue Securities
New York
$13.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
S
2
Syntrinsic
Colorado
$36.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.45M
4
BlackRock
4
BlackRock
New York
$63.7M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
126
Morgan Stanley
New York
$348K +$216K +3,003 +164%
WWG
127
West Wealth Group
California
$342K +$59.3K +823 +21%
CC
128
Copperleaf Capital
North Carolina
$339K – – –
CW
129
CreativeOne Wealth
Kansas
$330K +$95.9K +1,331 +41%
JBA
130
Johnson Bixby & Associates
Washington
$323K -$49.6K -688 -13%
MCC
131
Maiden Cove Capital
Maine
$311K +$63.5K +881 +26%
SA
132
Stewardship Advisors
Pennsylvania
$305K +$305K +4,236 New
BRWA
133
B. Riley Wealth Advisors
Florida
$298K -$36.4K -509 -11%
CWM
134
Concentric Wealth Management
California
$291K – – –
PWA
135
Physician Wealth Advisors
Utah
$288K +$73.6K +1,052 +34%
LIA
136
LifePlan Investment Advisors
North Carolina
$271K +$39.3K +546 +17%
CA
137
CoreCap Advisors
Michigan
$269K +$19.2K +267 +8%
VWM
138
Venturi Wealth Management
Texas
$269K +$3.82K +53 +1%
GWP
139
Gen-Wealth Partners
Michigan
$266K +$68.6K +1,003 +35%
SPAS
140
Spectrum Planning & Advisory Services
California
$265K +$265K +3,675 New
WA
141
WBH Advisory
Maryland
$259K +$259K +3,591 New
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$249K +$249K +3,463 New
PHWM
143
Pine Harbor Wealth Management
Maryland
$249K – – –
MW
144
Marcum Wealth
Ohio
$247K +$2.81K +39 +1%
MLA
145
My Legacy Advisors
Oregon
$246K +$246K +3,416 New
HPM
146
Hoxton Planning & Management
West Virginia
$245K +$245K +3,402 New
EL
147
EQ LLC
Washington
$244K +$244K +3,389 New
Stifel Financial
148
Stifel Financial
Missouri
$236K +$288 +4 +0.1%
Mariner
149
Mariner
Kansas
$230K +$230K +3,190 New
AM
150
AGF Management
Ontario, Canada
$223K – – –
4 5
6
7 8