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iShares ESG Advanced MSCI EAFE ETF

186 hedge funds and large institutions have $508M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
105
Reduced
34
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$113M 1,673,425 +29,440 +2%
BlackRock
2
BlackRock
New York
$62M 919,771 -2,285 -0.2%
S
3
Syntrinsic
Colorado
$42.5M 630,402 +28,345 +5%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$33.5M 497,250 +849 +0.2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.8M 189,944 +10,728 +6%
LPL Financial
6
LPL Financial
California
$12.5M 184,688 +37,240 +25%
SWM
7
SigFig Wealth Management
California
$12.4M 183,724 +18,627 +11%
AF
8
Allworth Financial
California
$12.1M 177,094 +6,174 +4%
Jane Street
9
Jane Street
New York
$11.8M 175,111 +117,341 +203%
SEI Investments
10
SEI Investments
Pennsylvania
$10.2M 151,060 +86,613 +134%
PAS
11
Park Avenue Securities
New York
$9.93M 147,264 +2,776 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.04M 104,450 +64,254 +160%
RWP
13
RWA Wealth Partners
Massachusetts
$7.02M 104,127 +7,863 +8%
MML Investors Services
14
MML Investors Services
Massachusetts
$7.01M 103,922 -3,920 -4%
BRIA
15
Balanced Rock Investment Advisors
Massachusetts
$6.57M 97,464 +3,724 +4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$6.49M 96,199 +1,853 +2%
IWA
17
Invera Wealth Advisors
Oregon
$4.89M 70,388 +1,137 +2%
FCG
18
Financial Connections Group
California
$4.1M 60,841 +29 +0%
UBS Group
19
UBS Group
Switzerland
$4.03M 59,815 +4,365 +8%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$3.92M 58,142 +1,851 +3%
AI
21
Accredited Investors
Minnesota
$3.64M 54,037 +5,823 +12%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.6M 53,361 -2,827 -5%
OWA
23
One Wealth Advisors
California
$3.16M 47,399 -3,431 -7%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$3.13M 46,455 +112 +0.2%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$2.93M 43,715