DMXF icon

iShares ESG Advanced MSCI EAFE ETF

186 hedge funds and large institutions have $441M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
186
Holders Change
+24
Holders Change %
+14.81%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
79
Reduced
55
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$99.5M 1,558,346 +6,901 +0.4%
BlackRock
2
BlackRock
New York
$57.5M 900,113 -147,845 -14%
S
3
Syntrinsic
Colorado
$40.2M 629,199 +617,626 +5,337%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$31.6M 494,544 +3,921 +0.8%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$10.5M 164,250 -13,195 -7%
AF
6
Allworth Financial
California
$10.2M 159,285 +16,135 +11%
SWM
7
SigFig Wealth Management
California
$9.43M 147,693 +22,313 +18%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.99M 140,640 -51,707 -27%
PAS
9
Park Avenue Securities
New York
$8.86M 138,750 +4,711 +4%
LPL Financial
10
LPL Financial
California
$7.67M 120,100 +17,723 +17%
BRIA
11
Balanced Rock Investment Advisors
Massachusetts
$6.49M 101,627 +101,627 New
MML Investors Services
12
MML Investors Services
Massachusetts
$6.2M 97,064 +2,289 +2%
RWP
13
RWA Wealth Partners
Massachusetts
$6.14M 96,155 -30,098 -24%
IWA
14
Invera Wealth Advisors
Oregon
$4.4M 68,848 +68,848 New
Jane Street
15
Jane Street
New York
$4.18M 65,481 +65,481 New
FCG
16
Financial Connections Group
California
$3.59M 56,252 +4,561 +9%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$3.5M 54,707 +1,948 +4%
UBS Group
18
UBS Group
Switzerland
$3.49M 54,625 +20,063 +58%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.42M 53,468 +415 +0.8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.26M 50,960 -2,581 -5%
OWA
21
One Wealth Advisors
California
$3.25M 50,935 -8,917 -15%
Bank of America
22
Bank of America
North Carolina
$3.2M 50,069 +27,642 +123%
AI
23
Accredited Investors
Minnesota
$3.03M 47,503 +7,286 +18%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$2.98M 46,701 -10,895 -19%
AC
25
Adroit Compliance
$2.98M 46,701 +46,701 New