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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

162 hedge funds and large institutions have $347M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
79
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$28M
2
FTUS
2
Flow Traders U.S.
New York
$5.65M
3
LPL Financial
3
LPL Financial
California
$5.84M
4
BlackRock
4
BlackRock
New York
$59.8M
5
AF
5
Allworth Financial
California
$8.17M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$88.6M
2
Jane Street
2
Jane Street
New York
$0
3
I
3
IMPACTfolio
Colorado
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$39.9K
5
OL
5
Optas LLC
Texas
$512K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$88.6M 1,551,445 -518,069 -25%
BlackRock
2
BlackRock
New York
$59.8M 1,047,958 +45,510 +5%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$28M 490,623 +490,623 New
Osaic Holdings
4
Osaic Holdings
Arizona
$11M 192,347 +41,634 +28%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$10.1M 177,445 -2,907 -2%
AF
6
Allworth Financial
California
$8.17M 143,150 +42,629 +42%
PAS
7
Park Avenue Securities
New York
$7.65M 134,039 -6,370 -5%
RWP
8
RWA Wealth Partners
Massachusetts
$7.21M 126,253 -518 -0.4%
SWM
9
SigFig Wealth Management
California
$7.16M 125,380 +24,222 +24%
LPL Financial
10
LPL Financial
California
$5.84M 102,377 +65,328 +176%
FTUS
11
Flow Traders U.S.
New York
$5.65M 98,975 +98,975 New
MML Investors Services
12
MML Investors Services
Massachusetts
$5.41M 94,775 -2,763 -3%
OWA
13
One Wealth Advisors
California
$3.42M 59,852 -197 -0.3%
KFAA
14
Klaas Financial Asset Advisors
Illinois
$3.29M 57,596 +6,795 +13%
Citadel Advisors
15
Citadel Advisors
Florida
$3.11M 54,508 +41,836 +330%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.06M 53,541 -2,906 -5%
HighTower Advisors
17
HighTower Advisors
Illinois
$3.03M 53,053 +1,425 +3%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$3.01M 52,759 +16,385 +45%
FCG
19
Financial Connections Group
California
$2.95M 51,691 +2,425 +5%
APW
20
Atlantic Private Wealth
North Carolina
$2.47M 43,251 – –
TWC
21
TD Waterhouse Canada
Ontario, Canada
$2.45M 43,715 – –
WCFA
22
Walkner Condon Financial Advisors
Wisconsin
$2.45M 42,886 -767 -2%
AI
23
Accredited Investors
Minnesota
$2.3M 40,217 +973 +2%
VAF
24
Values Added Financial
District of Columbia
$2.25M 39,382 +14,974 +61%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.22M 38,818 +11,432 +42%
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