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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 %
CAWM
201
Capital A Wealth Management
Pennsylvania
$27.1K +$27.1K +420 New
B
202
Birchbrook
Maine
$26.3K – – –
WCM
203
WealthTrak Capital Management
Virginia
$24.8K +$24.8K +383 New
T
204
Transce3nd
Texas
$23.7K +$23.7K +367 New
FA
205
Fedenia Advisers
Wisconsin
$20K +$20K +310 New
GWM
206
Geneos Wealth Management
Colorado
$19.6K +$969 +15 +5%
IA
207
IFG Advisory
Georgia
$14.5K +$14.5K +15,000 New
GFPC
208
Global Financial Private Client
Florida
$14.2K +$1.23K +19 +10%
AG
209
AmeriFlex Group
Nevada
$14.1K +$14.1K +210 New
CFO
210
CVA Family Office
Colorado
$12.7K – – –
NWMP
211
Noble Wealth Management PBC
Colorado
$10.7K +$10.7K +166 New
SWM
212
Sugarloaf Wealth Management
Georgia
$6.46K -$140K -2,159 -96%
PA
213
PSI Advisors
Florida
$5.37K +$128 +2 +2%
DRP
214
Decker Retirement Planning
Utah
$5.04K +$5.04K +78 New
MBFW
215
Morton Brown Family Wealth
Pennsylvania
$3.88K – – –
PA
216
Parallel Advisors
California
$2.65K +$2.65K +41 New
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.26K – – –
TAM
218
Tucker Asset Management
Colorado
$775 – – –
CSWM
219
Cassady Schiller Wealth Management
Ohio
$17 -$5.35K -74 Closed
OMC
220
Old Mission Capital
Illinois
– -$6.7M -93,030 Closed
Citadel Advisors
221
Citadel Advisors
Florida
– -$4.5M -62,497 Closed
MIS
222
Morningstar Investment Services
Illinois
– -$2.33M -32,296 Closed
Prudential Financial
223
Prudential Financial
New Jersey
– -$1.54M -21,414 Closed
HHGA
224
Halbert Hargrove Global Advisors
California
– -$1.23M -17,119 Closed
MYIA
225
Mount Yale Investment Advisors
Colorado
– -$410K -5,693 Closed
6 7 8
9
10