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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

498 hedge funds and large institutions have $5.23B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 251 increasing their positions, 137 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+16
Holders Change %
+3.32%
% of All Funds
8.42%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.36%
New
52
Increased
251
Reduced
137
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$250M
2
Ameriprise
Ameriprise
Minnesota
+$37.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$33.8M
4
EI
Ellevest Inc
New York
+$31.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22M

Top Sellers

1
BF
Brooklyn FI
New York
-$316M
2
Jane Street
Jane Street
New York
-$178M
3
Bank of America
Bank of America
North Carolina
-$85.4M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$46.5M
5
FTUS
Flow Traders U.S.
New York
-$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
251
REDW Wealth
New Mexico
$588K +$2.7K +43 +0.5%
SCA
252
Snowden Capital Advisors
New York
$585K -$3.51K -56 -0.6%
BCWM
253
Bartlett & Co Wealth Management
Ohio
$580K +$62.3K +992 +12%
BC
254
Bartlett & Co
Ohio
$580K +$62.2K +992 +12%
KCM
255
Karp Capital Management
California
$568K – – –
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$562K -$81.6K -1,300 -13%
CCA
257
Cobblestone Capital Advisors
New York
$561K +$37.2K +592 +7%
NEGWA
258
New England Guild Wealth Advisors
Connecticut
$554K +$8.28K +132 +2%
WWM
259
WT Wealth Management
Arizona
$548K +$43.2K +688 +9%
BAM
260
Baldrige Asset Management
Pennsylvania
$541K +$342K +5,450 +172%
SIC
261
Sigma Investment Counselors
Michigan
$532K +$9.42K +150 +2%
CPP
262
Capasso Planning Partners
South Carolina
$530K +$22.2K +354 +4%
APW
263
Austin Private Wealth
Texas
$520K +$96.6K +1,540 +23%
AWM
264
AE Wealth Management
Kansas
$514K +$112K +1,789 +28%
QCG
265
Quadrant Capital Group
Ohio
$511K -$124K -1,974 -20%
CAM
266
Crestone Asset Management
Colorado
$507K -$86.1K -1,372 -15%
SWP
267
Stratos Wealth Partners
Ohio
$505K +$8.47K +135 +2%
LFA
268
Level Financial Advisors
New York
$503K +$38.8K +618 +8%
BFA
269
Bragg Financial Advisors
North Carolina
$502K +$125K +1,991 +33%
MBT
270
Montecito Bank & Trust
California
$499K +$48.3K +770 +11%
MNG
271
Manning & Napier Group
New York
$496K -$544K – –
EFL
272
ERn Financial LLC
Wisconsin
$494K -$16.4K -262 -3%
HWA
273
Heritage Wealth Advisors
Virginia
$494K +$257K +4,090 +108%
AIM
274
Acropolis Investment Management
Missouri
$494K +$494K +7,866 New
JFG
275
JMG Financial Group
Illinois
$493K +$68.1K +1,085 +16%
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