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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

147 hedge funds and large institutions have $325M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 66 reducing their positions, and 9 closing their positions.

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
39
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
I
1
IMPACTfolio
Colorado
$2.3M
2
SWM
2
SigFig Wealth Management
California
$5.12M
3
MOS
3
MGO One Seven
Ohio
$940K
4
AF
4
Allworth Financial
California
$5.09M
5
OL
5
Optas LLC
Texas
$638K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$124M
2
FTUS
2
Flow Traders U.S.
New York
$5.72M
3
OMC
3
Old Mission Capital
Illinois
$0
4
BlackRock
4
BlackRock
New York
$56M
5
Jane Street
5
Jane Street
New York
$422K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$124M 2,074,199 -124,603 -6%
BlackRock
2
BlackRock
New York
$56M 939,738 -28,085 -3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$10.4M 174,317 +9,477 +6%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.22M 154,735 -14,656 -9%
PAS
5
Park Avenue Securities
New York
$8.18M 137,256 -4,218 -3%
RWP
6
RWA Wealth Partners
Massachusetts
$7.27M 121,980 -1,104 -0.9%
FTUS
7
Flow Traders U.S.
New York
$5.72M 96,024 -43,693 -31%
MML Investors Services
8
MML Investors Services
Massachusetts
$5.6M 93,936 -7,133 -7%
SWM
9
SigFig Wealth Management
California
$5.12M 85,974 +16,848 +24%
AF
10
Allworth Financial
California
$5.09M 85,409 +15,174 +22%
OWA
11
One Wealth Advisors
California
$3.56M 59,721 -2,942 -5%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.42M 57,419 -2,307 -4%
FCG
13
Financial Connections Group
California
$3.14M 52,682 -1,476 -3%
HighTower Advisors
14
HighTower Advisors
Illinois
$2.98M 49,902 +8,804 +21%
KFAA
15
Klaas Financial Asset Advisors
Illinois
$2.74M 45,972 +2,017 +5%
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$2.61M 43,848 +397 +0.9%
TWC
17
TD Waterhouse Canada
Ontario, Canada
$2.61M 43,715 – –
APW
18
Atlantic Private Wealth
North Carolina
$2.56M 43,024 +1,314 +3%
LPL Financial
19
LPL Financial
California
$2.37M 39,793 +465 +1%
I
20
IMPACTfolio
Colorado
$2.3M 38,518 +38,518 New
AI
21
Accredited Investors
Minnesota
$2.22M 37,334 -879 -2%
AWS
22
Atria Wealth Solutions
New York
$2.01M 33,740 +730 +2%
Corient Private Wealth
23
Corient Private Wealth
Florida
$1.75M 29,418 -339 -1%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1.73M 28,972 +2,463 +9%
IWC
25
Integrated Wealth Concepts
Massachusetts
$1.69M 28,271 +2,018 +8%
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