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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 %
RWM
151
RKL Wealth Management
Pennsylvania
$223K – – –
SWA
152
SOA Wealth Advisors
New York
$222K +$720 +10 +0.3%
USCWA
153
U.S. Capital Wealth Advisors
Texas
$222K +$222K +3,076 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$220K -$154K -2,132 -41%
NWMG
155
National Wealth Management Group
Ohio
$216K +$216K +2,998 New
CWM
156
Centurion Wealth Management
Virginia
$209K +$209K +2,902 New
TC
157
Trilogy Capital
California
$208K +$208K +2,886 New
CAL
158
Capital Analysts LLC
Pennsylvania
$198K +$49.2K +684 +33%
HI
159
Harbour Investments
Wisconsin
$181K +$21.6K +300 +14%
BFO
160
Biltmore Family Office
North Carolina
$180K – – –
KFP
161
Keener Financial Planning
Texas
$174K -$20.6K -286 -11%
MIA
162
Milestone Investment Advisors
Wisconsin
$170K – – –
SWM
163
Sugarloaf Wealth Management
Georgia
$163K +$44.9K +623 +38%
Comerica Bank
164
Comerica Bank
Texas
$122K +$20K +277 +20%
CFD
165
Creative Financial Designs
Indiana
$120K +$2.67K +37 +2%
JWA
166
JFS Wealth Advisors
Pennsylvania
$114K +$16.4K +227 +17%
NP
167
NorthRock Partners
Minnesota
$109K -$144 -2 -0.1%
RP
168
Raelipskie Partnership
Ontario, Canada
$104K -$7.2K -100 -6%
PS
169
Principal Securities
Iowa
$97.3K – – –
NB
170
NBT Bank
New York
$92.2K +$80.5K +1,118 +690%
MJRIC
171
Mogy Joel R Investment Counsel
California
$80.3K -$4.32K -60 -5%
US Bancorp
172
US Bancorp
Minnesota
$78.7K – – –
CA
173
Continuum Advisory
Idaho
$74K +$6.72K +101 +10%
AF
174
Advisornet Financial
Minnesota
$59.7K +$11.2K +156 +23%
GRP
175
Global Retirement Partners
California
$58.5K +$39.4K +547 +206%
5 6
7
8 9