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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 %
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$252K -$87.2K -1,350 -26%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$252K +$28.2K +436 +13%
MLA
153
My Legacy Advisors
Oregon
$244K +$21.8K +336 +10%
GWP
154
Gen-Wealth Partners
Michigan
$241K -$9.63K -149 -4%
SPAS
155
Spectrum Planning & Advisory Services
California
$241K +$3.55K +55 +1%
CAL
156
Capital Analysts LLC
Pennsylvania
$237K +$59.4K +922 +33%
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$235K +$235K +3,635 New
USCWA
158
U.S. Capital Wealth Advisors
Texas
$233K +$34.3K +531 +17%
AG
159
Ascent Group
Virginia
$230K +$230K +3,563 New
MCC
160
Maiden Cove Capital
Maine
$230K -$48.5K -751 -17%
PHWM
161
Pine Harbor Wealth Management
Maryland
$224K – – –
JC
162
JB Capital
Connecticut
$223K +$223K +3,458 New
Stifel Financial
163
Stifel Financial
Missouri
$222K +$10.8K +167 +5%
CPBTD
164
Central Pacific Bank - Trust Division
Hawaii
$218K +$183K +2,828 +518%
SWA
165
SOA Wealth Advisors
New York
$217K +$17.6K +272 +9%
TWP
166
Tempus Wealth Planning
California
$213K +$213K +3,299 New
AM
167
AGF Management
Ontario, Canada
$207K +$6.46K +100 +3%
AWM
168
Ariadne Wealth Management
California
$206K +$206K +3,019 New
RWM
169
RKL Wealth Management
Pennsylvania
$203K +$2.71K +42 +1%
HI
170
Harbour Investments
Wisconsin
$190K +$27.1K +420 +17%
PWA
171
Physician Wealth Advisors
Utah
$177K -$88.8K -1,374 -33%
AWM
172
AE Wealth Management
Kansas
$167K +$167K +2,583 New
AAP
173
Arax Advisory Partners
Colorado
$162K +$139K +2,153 +617%
BFO
174
Biltmore Family Office
North Carolina
$162K – – –
KFP
175
Keener Financial Planning
Texas
$156K – – –
5 6
7
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