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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 %
FC
276
Fulcrum Capital
Washington
$620K -$1.73M -24,030 -74%
CT
277
Cambridge Trust
Massachusetts
$618K -$141K -1,967 -19%
MM
278
Main Management
California
$618K -$93K -1,295 -13%
AWM
279
AE Wealth Management
Kansas
$615K +$53.6K +746 +10%
CAL
280
Capital Analysts LLC
Pennsylvania
$613K +$311K +4,326 +103%
KPWS
281
Kestra Private Wealth Services
Texas
$612K -$180K -2,503 -23%
WIA
282
World Investment Advisors
California
$609K +$182K +2,535 +43%
EFL
283
ERn Financial LLC
Wisconsin
$599K -$3.23K -45 -0.5%
BAM
284
Baldrige Asset Management
Pennsylvania
$595K +$13.6K +190 +2%
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$594K +$88.5K +1,232 +18%
D
286
Dentgroup
Louisiana
$585K +$47.1K +655 +9%
SIC
287
Sigma Investment Counselors
Michigan
$584K -$24.4K -340 -4%
BIA
288
Bell Investment Advisors
California
$571K +$44.6K +621 +8%
ST
289
Sentinel Trust
Texas
$570K -$12.3K -172 -2%
CIBC World Market
290
CIBC World Market
Ontario, Canada
$569K +$57.1K +795 +11%
SDWMA
291
Schneider Downs Wealth Management Advisors
Pennsylvania
$566K -$27.6K -384 -5%
SW
292
SVB Wealth
Massachusetts
$562K +$239K +3,321 +74%
WC
293
Weil Company
California
$558K -$56K -780 -9%
WDG
294
Wealth Dimensions Group
Ohio
$555K – – –
PA
295
Parallel Advisors
California
$554K -$55.2K -768 -9%
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$551K -$76.9K -1,071 -12%
KLI
297
Kelman-Lazarov Inc
Tennessee
$525K -$3.16K -44 -0.6%
CFG
298
Carr Financial Group
Massachusetts
$523K -$32.3K -450 -6%
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$515K – – –
MBFW
300
Morton Brown Family Wealth
Pennsylvania
$515K +$283K +3,933 +122%
10 11
12
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