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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

495 hedge funds and large institutions have $4.76B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 243 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
8.56%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
37
Increased
243
Reduced
137
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$31.5M
2
Jane Street
Jane Street
New York
+$28M
3
Bank of America
Bank of America
North Carolina
+$19.4M
4
PCA
Personal Capital Advisors
California
+$18.2M
5
FC
Fulcrum Capital
Washington
+$11.8M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
-$26.7M
2
UBS Group
UBS Group
Switzerland
-$24.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$17.3M
4
BlackRock
BlackRock
New York
-$14M
5
CFG
Citizens Financial Group
Rhode Island
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
276
Stratos Wealth Partners
Ohio
$462K +$10.2K +182 +2%
NA
277
NewEdge Advisors
Louisiana
$460K -$305K -5,435 -40%
QCG
278
Quadrant Capital Group
Ohio
$457K – – –
WANY
279
Wealthspire Advisors (New York)
New York
$453K +$164K +2,924 +57%
BFA
280
Bragg Financial Advisors
North Carolina
$451K +$1.74K +31 +0.4%
EFL
281
ERn Financial LLC
Wisconsin
$446K +$3.71K +66 +0.8%
AIM
282
Acropolis Investment Management
Missouri
$442K – – –
CA
283
CGN Advisors
Kansas
$442K +$25.8K +459 +6%
WDG
284
Wealth Dimensions Group
Ohio
$434K – – –
ACM
285
Armbruster Capital Management
New York
$422K +$75.7K +1,350 +22%
AssetMark Inc
286
AssetMark Inc
California
$419K +$183K +3,262 +78%
AAS
287
Avantax Advisory Services
Texas
$410K -$16.5K -295 -4%
BF
288
BOK Financial
Oklahoma
$404K +$2.58K +46 +0.6%
RSWM
289
Robertson Stephens Wealth Management
California
$402K -$251K -4,476 -38%
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$402K – – –
IFAM
291
Institutional & Family Asset Management
Colorado
$394K -$3.54K -63 -0.9%
WWM
292
WT Wealth Management
Arizona
$392K -$98K -1,746 -20%
BIA
293
Bell Investment Advisors
California
$386K +$120K +2,141 +45%
PFM
294
Peak Financial Management
Massachusetts
$385K +$34.1K +606 +10%
HF
295
HRT Financial
New York
$383K +$383K +6,830 New
OFG
296
Omega Financial Group
California
$382K -$251K -4,463 -40%
MNG
297
Manning & Napier Group
New York
$377K -$496K – –
PCMC
298
Private Capital Management (Colorado)
Colorado
$373K -$115K -2,057 -24%
SA
299
Shilanski & Associates
Alaska
$373K +$373K +6,652 New
GIA
300
Goodwin Investment Advisory
Georgia
$372K +$72.7K +1,295 +24%
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