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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

49 hedge funds and large institutions have $108M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 0 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+17
Holders Change %
+53.13%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
23
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$58.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$8.33M
3
FTUS
3
Flow Traders U.S.
New York
$11.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.95M
5
PAS
5
Park Avenue Securities
New York
$3.05M

Top Sellers

1
CRWM
1
Castle Rock Wealth Management
California
$0
2
TCA
2
Transcend Capital Advisors
New Jersey
$0
3
ASN
3
Advisory Services Network
Georgia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$58.1M 894,539 +264,692 +42%
FTUS
2
Flow Traders U.S.
New York
$11.4M 175,020 +127,730 +270%
Citadel Advisors
3
Citadel Advisors
Florida
$8.33M 128,400 +128,400 New
Osaic Holdings
4
Osaic Holdings
Arizona
$5.95M 91,617 +31,905 +53%
Jane Street
5
Jane Street
New York
$3.88M 59,846 +10,501 +21%
PAS
6
Park Avenue Securities
New York
$3.05M 47,019 +22,917 +95%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$2.45M 36,216 – –
MML Investors Services
8
MML Investors Services
Massachusetts
$2.42M 37,297 +11,491 +45%
5L
9
55I LLC
Massachusetts
$2.2M 33,893 +17,709 +109%
WP
10
WealthSource Partners
California
$1.03M 15,902 +3,724 +31%
HGWM
11
Horst & Graben Wealth Management
Oregon
$914K 14,075 +7,413 +111%
OWA
12
One Wealth Advisors
California
$828K 12,751 +12,751 New
Prudential Financial
13
Prudential Financial
New Jersey
$631K 9,728 +6,247 +179%
LPL Financial
14
LPL Financial
California
$587K 9,042 +5,289 +141%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
– – – –
SHJ
16
Sharkey, Howes & Javer
Colorado
$458K 7,060 +3,842 +119%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$431K 6,641 +6,491 +4,327%
AI
18
Accredited Investors
Minnesota
$408K 6,285 +1,300 +26%
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
$393K 6,054 +6,054 New
Creative Planning
20
Creative Planning
Kansas
$365K 5,621 +5,621 New
SCA
21
Snowden Capital Advisors
New York
$356K 5,490 +411 +8%
APW
22
Austin Private Wealth
Texas
$336K 5,183 +419 +9%
JFG
23
JMG Financial Group
Illinois
$319K 4,908 +4,908 New
3LCM
24
3D/L Capital Management
Connecticut
$315K 4,859 +4,859 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$307K 4,736 +683 +17%
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