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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

553 hedge funds and large institutions have $5.7B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 223 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-8
Holders Change %
-1.43%
% of All Funds
8.82%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
32
Increased
223
Reduced
188
Closed
33
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$38K

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$25.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$15.7M
3
Ameriprise
3
Ameriprise
Minnesota
$132M
4
Northern Trust
4
Northern Trust
Illinois
$290M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$14.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$158M
3
OMC
3
Old Mission Capital
Illinois
$3.47M
4
BlackRock
4
BlackRock
New York
$122M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
226
Whittier Trust
California
$999K -$14.5K -210 -1%
WP
227
WealthSource Partners
California
$988K -$387K -5,598 -28%
MFG
228
Merit Financial Group
Georgia
$978K +$20.9K +303 +2%
MCM
229
Mendel Capital Management
Arkansas
$977K – – –
FI
230
Financial Insights
Washington
$967K -$7.97K -119 -0.8%
Comerica Bank
231
Comerica Bank
Texas
$960K +$960K +13,889 New
HGWM
232
Horst & Graben Wealth Management
Oregon
$933K -$433K -6,264 -32%
SFP
233
Shepherd Financial Partners
Massachusetts
$914K -$9.06K -131 -1%
SFS
234
Sowell Financial Services
Arkansas
$910K -$49.3K -714 -5%
CCM
235
Coldstream Capital Management
Washington
$895K – – –
Deutsche Bank
236
Deutsche Bank
Germany
$890K +$10.4K +150 +1%
EFN
237
Equita Financial Network
Pennsylvania
$887K +$887K +12,833 New
PA
238
Parallel Advisors
California
$870K +$218K +3,149 +33%
AssetMark Inc
239
AssetMark Inc
California
$858K -$286K -4,131 -25%
OFG
240
Omega Financial Group
California
$842K -$73.1K -1,057 -8%
SHJ
241
Sharkey, Howes & Javer
Colorado
$833K -$313K -4,521 -27%
HWM
242
HB Wealth Management
Georgia
$832K +$2.28K +33 +0.3%
AWM
243
Axxcess Wealth Management
California
$831K +$223K +3,230 +37%
HTC
244
Haverford Trust Company
Pennsylvania
$823K – – –
ACM
245
Armbruster Capital Management
New York
$822K – – –
CCA
246
Cobblestone Capital Advisors
New York
$818K +$24.3K +352 +3%
PFA
247
Pure Financial Advisors
California
$790K +$324K +4,684 +69%
EWP
248
Elevation Wealth Partners
California
$767K +$22.8K +330 +3%
FGAM
249
Financial Gravity Asset Management
Texas
$763K +$710K +16,443 +1,340%
SWPG
250
Strategic Wealth Partners Group
Illinois
$759K -$6.36K -92 -0.8%
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