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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

544 hedge funds and large institutions have $5.69B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 227 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
–
Holders Change %
0%
% of All Funds
8.71%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
47
Increased
227
Reduced
179
Closed
33
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$33K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$399M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$225M
3
FA
3
Forefront Analytics
Pennsylvania
$19.6M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$170M
5
M&T Bank
5
M&T Bank
New York
$34.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$778M
2
Jane Street
2
Jane Street
New York
$16.3M
3
EWA
3
EP Wealth Advisors
California
$264K
4
Goldman Sachs
4
Goldman Sachs
New York
$113M
5
KAS
5
Kestra Advisory Services
Texas
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
226
Haverford Trust Company
Pennsylvania
$881K +$459K +6,390 +109%
UCIG
227
Ulrich Consultants & Investment Group
New Mexico
$873K – – –
FHB
228
First Hawaiian Bank
Hawaii
$872K +$4.6K +64 +0.5%
DI
229
DFPG Investments
Utah
$849K +$849K +11,823 New
HWM
230
HB Wealth Management
Georgia
$848K -$127K -1,764 -13%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$847K +$96.9K +1,349 +13%
OFG
232
Omega Financial Group
California
$843K +$86.4K +1,203 +11%
MGIA
233
Moneta Group Investment Advisors
Missouri
$842K +$64.6K +899 +8%
ACM
234
Armbruster Capital Management
New York
$841K +$102K +1,425 +14%
VFO
235
Virtus Family Office
Texas
$833K – – –
VFA
236
Valeo Financial Advisors
Indiana
$826K +$826K +11,501 New
MFG
237
Merit Financial Group
Georgia
$825K +$56.2K +783 +7%
UCFA
238
United Capital Financial Advisors
Texas
$815K -$21.6K -301 -3%
HI
239
Harbour Investments
Wisconsin
$809K +$499K +6,944 +161%
JFG
240
JMG Financial Group
Illinois
$800K -$25.5K -355 -3%
CTA
241
Chesley Taft & Associates
Illinois
$784K – – –
NFP
242
NorthLanding Financial Partners
New York
$767K +$2.3K +32 +0.3%
RBA
243
Richard Bernstein Advisors
New York
$765K -$31K -432 -4%
SAS
244
Sage Advisory Services
Texas
$764K -$179K -2,488 -19%
ASFA
245
All Season Financial Advisors
Colorado
$763K -$45.6K -635 -6%
JPG
246
Jordan Park Group
California
$761K -$27.2K -378 -3%
WA
247
Wealth Alliance
New York
$756K +$343K +4,781 +83%
HWA
248
Heritage Wealth Advisors
Virginia
$741K -$4.1K -57 -0.5%
CCA
249
Cobblestone Capital Advisors
New York
$733K -$4.38K -61 -0.6%
AIM
250
Acropolis Investment Management
Missouri
$731K +$166K +2,310 +29%
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