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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 %
AWM
251
Aprio Wealth Management
Georgia
$756K +$23K +332 +3%
JPG
252
Jordan Park Group
California
$740K +$207 +3 +0%
QCG
253
Quadrant Capital Group
Ohio
$734K – – –
VFA
254
Valeo Financial Advisors
Indiana
$733K -$40.4K -584 -5%
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$727K -$84.2K -1,218 -10%
Prudential Financial
256
Prudential Financial
New Jersey
$721K -$472K -6,824 -40%
AIM
257
Acropolis Investment Management
Missouri
$713K +$5.53K +80 +0.8%
RBA
258
Richard Bernstein Advisors
New York
$711K -$5.39K -78 -0.8%
MCCA
259
Mill Creek Capital Advisors
Pennsylvania
$697K – – –
VFO
260
Virtus Family Office
Texas
$684K +$26.8K +387 +4%
PFO
261
Pathstone Family Office
New Jersey
$673K +$401K +5,799 +147%
CPP
262
Capasso Planning Partners
South Carolina
$669K -$42.3K -612 -6%
SWP
263
Stratos Wealth Partners
Ohio
$667K -$5.12K -74 -0.8%
AF
264
Allworth Financial
California
$660K +$456K +6,589 +222%
1SB
265
1ST Source Bank
Indiana
$660K +$622 +9 +0.1%
T
266
TCWP
Ohio
$657K -$17.5K -253 -3%
PTC
267
Private Trust Company
Ohio
$656K -$16.5K -239 -2%
National Bank of Canada
268
National Bank of Canada
Quebec, Canada
$650K +$262K +3,674 +67%
BFA
269
Bragg Financial Advisors
North Carolina
$647K +$32.8K +475 +5%
PPW
270
Presilium Private Wealth
Pennsylvania
$630K +$365K +5,279 +138%
BB
271
Bell Bank
North Dakota
$626K -$35.7K -517 -5%
LFA
272
Level Financial Advisors
New York
$626K +$21.1K +305 +3%
D
273
Dentgroup
Louisiana
$623K +$50.7K +733 +9%
FFG
274
Frisch Financial Group
New York
$623K -$557K -8,050 -47%
RVPG
275
Relative Value Partners Group
$620K – – –
9 10
11
12 13