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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

218 hedge funds and large institutions have $618M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
133
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAS
1
IMA Advisory Services
Colorado
$50.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$150M
3
LPL Financial
3
LPL Financial
California
$27.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$19M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$44.7M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$4.66M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
126
CreativeOne Wealth
Kansas
$378K +$82.4K +1,275 +28%
WWG
127
West Wealth Group
California
$368K +$61.7K +955 +20%
SA
128
Stewardship Advisors
Pennsylvania
$366K +$92.7K +1,434 +34%
TF
129
Theory Financial
Colorado
$358K +$358K +5,538 New
SWA
130
Stratos Wealth Advisors
Ohio
$353K +$11.6K +180 +3%
BFG
131
Buttonwood Financial Group
Missouri
$350K +$20.7K +308 +6%
MPW
132
Monterey Private Wealth
California
$349K +$4.78K +74 +1%
PFA
133
Pathway Financial Advisors
Vermont
$348K +$9.89K +153 +3%
PAG
134
Private Advisor Group
New Jersey
$335K -$2.59K -40 -0.8%
AI
135
Atria Investments
North Carolina
$334K -$73.5K -1,138 -18%
EL
136
EQ LLC
Washington
$330K +$111K +1,724 +51%
FA
137
Financial Advisors
Massachusetts
$328K +$2.65K +41 +0.8%
WI
138
WrapManager Inc
California
$323K -$36.8K -570 -10%
FLPIM
139
F.L. Putnam Investment Management
Massachusetts
$317K -$194 -3 -0.1%
SAI
140
Savvy Advisors Inc
New York
$304K +$304K +4,711 New
JBA
141
Johnson Bixby & Associates
Washington
$301K +$11.2K +174 +4%
FHA
142
First Horizon Advisors
Tennessee
$292K -$192K -2,974 -40%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$287K +$89.6K +1,385 +45%
CA
144
CoreCap Advisors
Michigan
$285K +$43.8K +678 +18%
MCM
145
MAI Capital Management
Ohio
$279K +$279K +4,320 New
AA
146
Armis Advisers
Georgia
$272K +$272K +4,208 New
LWA
147
Lifelong Wealth Advisors
Minnesota
$267K +$267K +4,127 New
VWM
148
Venturi Wealth Management
Texas
$267K +$25.3K +391 +10%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$267K +$267K +4,125 New
WA
150
WBH Advisory
Maryland
$256K +$24K +371 +10%
4 5
6
7 8