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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

482 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-13
Holders Change %
-2.63%
% of All Funds
7.63%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
242
Reduced
129
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$251M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$325M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$54.7M
4
FTUS
Flow Traders U.S.
New York
$56.3M
5
Morgan Stanley
Morgan Stanley
New York
$354M

Top Sellers

1
EI
Ellevest Inc
New York
$42.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$212M
3
Bank of America
Bank of America
North Carolina
$1.06B
4
PPW
Parcion Private Wealth
Washington
$25.7M
5
BlackRock
BlackRock
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
276
Silicon Hills Wealth Management
Texas
$531K +$11.6K +158 +2%
MBT
277
Montecito Bank & Trust
California
$529K -$5.16K -70 -1%
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
$529K – – –
BF
279
BOK Financial
Oklahoma
$528K – – –
BAAM
280
Baker Avenue Asset Management
California
$510K +$228K +3,093 +81%
SWM
281
Spire Wealth Management
Virginia
$501K -$50.7K -688 -9%
JFG
282
JMG Financial Group
Illinois
$500K +$118K +1,597 +31%
PAI
283
Pittenger & Anderson Inc
Nebraska
$499K +$20.6K +280 +4%
APW
284
Austin Private Wealth
Texas
$498K -$376K -5,091 -43%
ACA
285
Atlas Capital Advisors
Wyoming
$491K +$74 +1 +0%
D
286
Dentgroup
Louisiana
$488K -$226K -3,065 -32%
WCFA
287
Walkner Condon Financial Advisors
Wisconsin
$487K +$166K +2,247 +52%
AWM
288
AE Wealth Management
Kansas
$472K -$608K -8,248 -56%
ADL
289
Asset Dedication LLC
California
$468K +$44K +592 +10%
BIA
290
Bigelow Investment Advisors
Maine
$468K +$55.9K +758 +14%
MFG
291
Merit Financial Group
Georgia
$466K +$466K +6,318 New
OBWG
292
Onyx Bridge Wealth Group
New York
$465K -$852K -12,350 -65%
SDWMA
293
Schneider Downs Wealth Management Advisors
Pennsylvania
$464K – – –
TPCW
294
TD Private Client Wealth
New York
$462K +$106K +1,443 +30%
ST
295
Sentinel Trust
Texas
$444K -$4.8K -65 -1%
BFA
296
Bragg Financial Advisors
North Carolina
$443K +$173K +2,349 +64%
AG
297
Ascent Group
Virginia
$438K -$152K -2,068 -26%
ACM
298
Armbruster Capital Management
New York
$437K +$437K +5,925 New
BBNA
299
Bremer Bank National Association
Minnesota
$436K +$111K +1,500 +34%
RBA
300
Richard Bernstein Advisors
New York
$435K +$435K +5,906 New
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