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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

187 hedge funds and large institutions have $484M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 47 reducing their positions, and 20 closing their positions.

Holders
187
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
91
Reduced
47
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$112M
2
SEI Investments
2
SEI Investments
Pennsylvania
$4.39M
3
OMC
3
Old Mission Capital
Illinois
$3.03M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.43M
5
I
5
IMPACTfolio
Colorado
$2.38M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.31M
2
Bank of America
2
Bank of America
North Carolina
$1.36M
3
S
3
Syntrinsic
Colorado
$41M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SRB
5
Shotwell Rutter Baer
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$112M 1,643,985 +85,639 +5%
BlackRock
2
BlackRock
New York
$62.8M 922,056 +21,943 +2%
S
3
Syntrinsic
Colorado
$41M 602,057 -27,142 -4%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$33.8M 496,401 +1,857 +0.4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.2M 179,216 +14,966 +9%
AF
6
Allworth Financial
California
$11.6M 170,920 +11,635 +7%
SWM
7
SigFig Wealth Management
California
$11.2M 165,097 +17,404 +12%
LPL Financial
8
LPL Financial
California
$10M 147,448 +27,348 +23%
PAS
9
Park Avenue Securities
New York
$9.84M 144,488 +5,738 +4%
MML Investors Services
10
MML Investors Services
Massachusetts
$7.35M 107,842 +10,778 +11%
RWP
11
RWA Wealth Partners
Massachusetts
$6.56M 96,264 +109 +0.1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.43M 94,346 +43,386 +85%
BRIA
13
Balanced Rock Investment Advisors
Massachusetts
$6.39M 93,740 -7,887 -8%
IWA
14
Invera Wealth Advisors
Oregon
$4.48M 69,251 +403 +0.6%
SEI Investments
15
SEI Investments
Pennsylvania
$4.39M 64,447 +64,447 New
FCG
16
Financial Connections Group
California
$4.14M 60,812 +4,560 +8%
Jane Street
17
Jane Street
New York
$3.94M 57,770 -7,711 -12%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$3.84M 56,291 +1,584 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.83M 56,188 +2,720 +5%
UBS Group
20
UBS Group
Switzerland
$3.78M 55,450 +825 +2%
OWA
21
One Wealth Advisors
California
$3.46M 50,830 -105 -0.2%
KFAA
22
Klaas Financial Asset Advisors
Illinois
$3.31M 48,601 +1,900 +4%
AI
23
Accredited Investors
Minnesota
$3.28M 48,214 +711 +1%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$3.16M 46,343 -107 -0.2%
OMC
25
Old Mission Capital
Illinois
$3.03M 44,509 +44,509 New
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