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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

561 hedge funds and large institutions have $6.12B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 254 increasing their positions, 166 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+17
Holders Change %
+3.13%
% of All Funds
8.85%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
50
Increased
254
Reduced
166
Closed
29
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$59K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$297M
2
Wells Fargo
Wells Fargo
California
$107M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$438M
4
OMC
Old Mission Capital
Illinois
$24.4M
5
EWA
EP Wealth Advisors
California
$23.9M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$1.24M
2
SR
Swiss Re
Switzerland
$0
3
CFG
Citizens Financial Group
Rhode Island
$27M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$154M
5
Jane Street
Jane Street
New York
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
226
Sage Advisory Services
Texas
$1.05M +$278K +3,815 +36%
OBWG
227
Onyx Bridge Wealth Group
New York
$1.05M +$538K +7,372 +105%
PA
228
Planning Alternatives
Michigan
$1.04M – – –
MCM
229
Mendel Capital Management
Arkansas
$1.03M +$16.6K +228 +2%
SWM
230
SigFig Wealth Management
California
$1.01M +$37.2K +516 +4%
SFS
231
Sowell Financial Services
Arkansas
$1.01M +$500K +6,861 +98%
MFG
232
Merit Financial Group
Georgia
$1.01M +$172K +2,355 +20%
CPIG
233
Chicago Partners Investment Group
Illinois
$1M +$788K +10,874 +370%
SFP
234
Shepherd Financial Partners
Massachusetts
$974K -$25.5K -350 -3%
GW
235
GW & Wade
Massachusetts
$970K +$12.3K +168 +1%
OFG
236
Omega Financial Group
California
$965K +$109K +1,495 +13%
CCM
237
Coldstream Capital Management
Washington
$944K – – –
FHB
238
First Hawaiian Bank
Hawaii
$932K +$46.7K +640 +5%
Deutsche Bank
239
Deutsche Bank
Germany
$928K -$34.1K -467 -4%
DI
240
DFPG Investments
Utah
$915K +$31K +415 +4%
UCIG
241
Ulrich Consultants & Investment Group
New Mexico
$886K – – –
HWM
242
HB Wealth Management
Georgia
$875K +$14.3K +196 +2%
HTC
243
Haverford Trust Company
Pennsylvania
$868K -$26.6K -365 -3%
ACM
244
Armbruster Capital Management
New York
$868K +$14.2K +195 +2%
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$855K -$4.81K -66 -0.6%
CCA
246
Cobblestone Capital Advisors
New York
$837K +$92.8K +1,273 +12%
VFA
247
Valeo Financial Advisors
Indiana
$816K -$22.8K -312 -3%
JFG
248
JMG Financial Group
Illinois
$812K – – –
SWPG
249
Strategic Wealth Partners Group
Illinois
$807K +$425K +5,824 +111%
CTA
250
Chesley Taft & Associates
Illinois
$796K – – –
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