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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 %
AWM
251
Aprio Wealth Management
Georgia
$718K +$326K +4,534 +83%
CIAS
252
Capital Investment Advisory Services
North Carolina
$714K -$221K -3,070 -24%
CAM
253
Cresset Asset Management
Illinois
$713K +$95K +1,323 +15%
EWP
254
Elevation Wealth Partners
California
$707K +$707K +9,838 New
OIA
255
OneDigital Investment Advisors
Kansas
$706K +$341K +4,752 +94%
V
256
Veritable
Delaware
$700K – – –
PTC
257
Private Trust Company
Ohio
$699K -$70.5K -982 -9%
AWM
258
Axxcess Wealth Management
California
$691K -$1.72M -23,966 -71%
BB
259
Bell Bank
North Dakota
$688K – – –
CPP
260
Capasso Planning Partners
South Carolina
$687K -$8.98K -125 -1%
QCG
261
Quadrant Capital Group
Ohio
$680K -$26.6K -370 -4%
AAS
262
Avantax Advisory Services
Texas
$676K +$124K +1,728 +23%
CA
263
Cetera Advisors
Colorado
$667K +$25K +348 +4%
MOS
264
MGO One Seven
Ohio
$652K +$652K +9,077 New
1SB
265
1ST Source Bank
Indiana
$651K +$12.6K +176 +2%
T
266
TCWP
Ohio
$648K +$60.1K +836 +10%
AWS
267
AJ Wealth Strategies
New York
$643K – – –
APW
268
Austin Private Wealth
Texas
$643K +$43.5K +605 +7%
JWM
269
JFG Wealth Management
Colorado
$642K – – –
BFA
270
Bragg Financial Advisors
North Carolina
$639K -$8.19K -114 -1%
AAM
271
Ameraudi Asset Management
New York
$639K – – –
SWP
272
Stratos Wealth Partners
Ohio
$635K -$13.6K -189 -2%
Citigroup
273
Citigroup
New York
$634K +$460K +6,407 +265%
RVPG
274
Relative Value Partners Group
$632K +$108K +1,497 +20%
LFA
275
Level Financial Advisors
New York
$627K – – –
9 10
11
12 13