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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

218 hedge funds and large institutions have $618M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 27 reducing their positions, and 22 closing their positions.

Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
133
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAS
1
IMA Advisory Services
Colorado
$50.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$150M
3
LPL Financial
3
LPL Financial
California
$27.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$19M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$44.7M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$4.66M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$150M 2,320,889 +224,182 +11%
BlackRock
2
BlackRock
New York
$57.9M 895,560 +11,069 +1%
IAS
3
IMA Advisory Services
Colorado
$50.4M 779,899 +779,899 New
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$44.7M 691,050 +68,097 +11%
LPL Financial
5
LPL Financial
California
$27.5M 425,199 +206,873 +95%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$19M 293,900 +75,061 +34%
SWM
7
SigFig Wealth Management
California
$15.1M 233,325 +29,543 +14%
SEI Investments
8
SEI Investments
Pennsylvania
$14.3M 221,244 +37,207 +20%
PAS
9
Park Avenue Securities
New York
$13.6M 209,870 +23,096 +12%
AF
10
Allworth Financial
California
$13.1M 196,388 +13,783 +8%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$9.13M 141,221 +17,898 +15%
MML Investors Services
12
MML Investors Services
Massachusetts
$8.15M 126,145 +6,059 +5%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$7.97M 118,023 +30,822 +35%
RWP
14
RWA Wealth Partners
Massachusetts
$6.56M 101,562 +1,811 +2%
IWA
15
Invera Wealth Advisors
Oregon
$4.71M 70,097 -904 -1%
BRIA
16
Balanced Rock Investment Advisors
Massachusetts
$4.66M 72,135 -27,583 -28%
HighTower Advisors
17
HighTower Advisors
Illinois
$4.27M 66,087 +10,257 +18%
FCG
18
Financial Connections Group
California
$4.25M 65,776 +1,681 +3%
UBS Group
19
UBS Group
Switzerland
$3.91M 60,503 -573 -0.9%
AI
20
Accredited Investors
Minnesota
$3.83M 59,270 +5,529 +10%
OWA
21
One Wealth Advisors
California
$3.73M 57,780 +4,707 +9%
VAF
22
Values Added Financial
District of Columbia
$3.61M 55,875 +11,030 +25%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.61M 55,872 +55,872 New
AssetMark Inc
24
AssetMark Inc
California
$3.5M 54,102 +11,376 +27%
AWS
25
Atria Wealth Solutions
New York
$3.48M 53,800 +3,943 +8%
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