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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

207 hedge funds and large institutions have $600M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
31
Increased
111
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$151M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$44.9M
3
OMC
3
Old Mission Capital
Illinois
$6.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.5M
5
PAS
5
Park Avenue Securities
New York
$13.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
S
2
Syntrinsic
Colorado
$36.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.45M
4
BlackRock
4
BlackRock
New York
$63.7M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$151M 2,096,707 +423,282 +25%
BlackRock
2
BlackRock
New York
$63.7M 884,491 -35,280 -4%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$44.9M 622,953 +125,703 +25%
S
4
Syntrinsic
Colorado
$36.3M 504,017 -126,385 -20%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$15.8M 218,839 +28,895 +15%
LPL Financial
6
LPL Financial
California
$15.7M 218,326 +33,638 +18%
SWM
7
SigFig Wealth Management
California
$14.7M 203,782 +20,058 +11%
PAS
8
Park Avenue Securities
New York
$13.5M 186,774 +39,510 +27%
SEI Investments
9
SEI Investments
Pennsylvania
$13.3M 184,037 +32,977 +22%
AF
10
Allworth Financial
California
$13.2M 182,605 +5,511 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$8.88M 123,323 +27,124 +28%
MML Investors Services
12
MML Investors Services
Massachusetts
$8.65M 120,086 +16,164 +16%
RWP
13
RWA Wealth Partners
Massachusetts
$7.19M 99,751 -4,376 -4%
BRIA
14
Balanced Rock Investment Advisors
Massachusetts
$7.18M 99,718 +2,254 +2%
OMC
15
Old Mission Capital
Illinois
$6.7M 93,030 +93,030 New
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$6.28M 87,201 +29,059 +50%
IWA
17
Invera Wealth Advisors
Oregon
$4.92M 71,001 +613 +0.9%
FCG
18
Financial Connections Group
California
$4.62M 64,095 +3,254 +5%
Citadel Advisors
19
Citadel Advisors
Florida
$4.5M 62,497 +62,497 New
UBS Group
20
UBS Group
Switzerland
$4.4M 61,076 +1,261 +2%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.03M 55,830 +2,469 +5%
AI
22
Accredited Investors
Minnesota
$3.87M 53,741 -296 -0.5%
OWA
23
One Wealth Advisors
California
$3.82M 53,073 +5,674 +12%
AWS
24
Atria Wealth Solutions
New York
$3.59M 49,857 +12,266 +33%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.45M 47,842 -56,608 -54%
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