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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

114 hedge funds and large institutions have $248M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
62
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$5.22M
2
I
2
IMPACTfolio
Colorado
$4.92M
3
Jane Street
3
Jane Street
New York
$5.91M
4
SWM
4
SigFig Wealth Management
California
$2.63M
5
5L
5
55I LLC
Massachusetts
$7.14M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
OWA
4
One Wealth Advisors
California
$0
5
PL
5
Plancorp LLC
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$101M 2,158,806 +24,214 +1%
BlackRock
2
BlackRock
New York
$47.9M 1,028,542 +20,996 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$8.32M 178,631 +28 +0%
5L
4
55I LLC
Massachusetts
$7.14M 153,366 +30,159 +24%
PAS
5
Park Avenue Securities
New York
$6.52M 139,892 +7,447 +6%
Jane Street
6
Jane Street
New York
$5.91M 126,947 +58,084 +84%
RWP
7
RWA Wealth Partners
Massachusetts
$5.22M 111,996 +111,996 New
I
8
IMPACTfolio
Colorado
$4.92M 105,699 +105,699 New
MML Investors Services
9
MML Investors Services
Massachusetts
$4.74M 101,716 +4,789 +5%
AF
10
Allworth Financial
California
$2.87M 61,633 +12,777 +26%
SWM
11
SigFig Wealth Management
California
$2.63M 52,585 +28,532 +119%
FCG
12
Financial Connections Group
California
$2.53M 54,253 +133 +0.2%
TWC
13
TD Waterhouse Canada
Ontario, Canada
$2.06M 43,715 – –
HighTower Advisors
14
HighTower Advisors
Illinois
$1.97M 42,293 +5,040 +14%
APW
15
Atlantic Private Wealth
North Carolina
$1.94M 41,584 – –
KFAA
16
Klaas Financial Asset Advisors
Illinois
$1.89M 40,539 +12,350 +44%
WCFA
17
Walkner Condon Financial Advisors
Wisconsin
$1.84M 39,469 +1,757 +5%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$1.56M 33,447 -98 -0.3%
LPL Financial
19
LPL Financial
California
$1.48M 31,736 +727 +2%
AWS
20
Atria Wealth Solutions
New York
$1.45M 31,032 +492 +2%
AI
21
Accredited Investors
Minnesota
$1.41M 30,156 +4,447 +17%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.07M 22,918 +3,783 +20%
BDF
23
Balasa Dinverno & Foltz
$1.01M 21,602 +3,988 +23%
HGWM
24
Horst & Graben Wealth Management
Oregon
$1M 21,469 +759 +4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$988K 21,218 -2,578 -11%
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