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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 %
NB
176
NBT Bank
New York
$10.9K – – –
GFPC
177
Global Financial Private Client
Florida
$10.2K +$270 +4 +3%
PA
178
PSI Advisors
Florida
$5.53K +$67 +1 +1%
CSWM
179
Cassady Schiller Wealth Management
Ohio
$5.01K – – –
ATPW
180
Ashton Thomas Private Wealth
Arizona
$4.79K +$4.79K +71 New
IAIM
181
International Assets Investment Management
Florida
$4.45K +$4.45K +66 New
MBFW
182
Morton Brown Family Wealth
Pennsylvania
$4.1K -$2.46K -36 -38%
KFS
183
Kelly Financial Services
Massachusetts
$2.48K +$201 +3 +9%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.36K – – –
LFA
185
LGT Financial Advisors
Texas
$898 – – –
TAM
186
Tucker Asset Management
Colorado
$809 +$809 +12 New
OMC
187
Old Mission Capital
Illinois
– -$3.03M -44,509 Closed
I
188
IMPACTfolio
Colorado
– -$2.38M -34,915 Closed
SAG
189
SageView Advisory Group
California
– -$1.43M -30,411 Closed
CAM
190
Crestone Asset Management
Colorado
– -$843K -12,376 Closed
BCI
191
Brinker Capital Investments
Pennsylvania
– -$448K -6,579 Closed
OPS
192
Orion Portfolio Solutions
Nebraska
– -$448K -6,579 Closed
LNC
193
Lincoln National Corp
Pennsylvania
– -$381K -5,586 Closed
AA
194
Aire Advisors
California
– -$341K -4,997 Closed
Citadel Advisors
195
Citadel Advisors
Florida
– -$252K -3,694 Closed
AG
196
Ascent Group
Virginia
– -$234K -3,439 Closed
BWS
197
Buck Wealth Strategies
Colorado
– -$216K -3,166 Closed
AWM
198
Apollon Wealth Management
South Carolina
– -$205K -3,008 Closed
SWM
199
Spire Wealth Management
Virginia
– -$166K -2,433 Closed
TCOV
200
Trust Company of Vermont
Vermont
– -$80.1K -1,175 Closed
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