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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

561 hedge funds and large institutions have $6.12B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 254 increasing their positions, 166 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+17
Holders Change %
+3.13%
% of All Funds
8.85%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
50
Increased
254
Reduced
166
Closed
29
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$59K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$110M
2
Wells Fargo
Wells Fargo
California
+$35.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$32.4M
4
OMC
Old Mission Capital
Illinois
+$24.4M
5
EWA
EP Wealth Advisors
California
+$23.3M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$185M
2
SR
Swiss Re
Switzerland
-$48.3M
3
CFG
Citizens Financial Group
Rhode Island
-$27.6M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$18.4M
5
Jane Street
Jane Street
New York
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
276
Ameraudi Asset Management
New York
$648K – – –
AWM
277
Axxcess Wealth Management
California
$641K -$59.9K -821 -9%
LFA
278
Level Financial Advisors
New York
$638K +$1.31K +18 +0.2%
SB
279
Simmons Bank
Arkansas
$635K -$372K -5,097 -37%
FC
280
Fulcrum Capital
Washington
$629K – – –
BIA
281
Bell Investment Advisors
California
$624K +$44K +603 +8%
CAL
282
Capital Analysts LLC
Pennsylvania
$615K -$7.66K -105 -1%
PFM
283
Peak Financial Management
Massachusetts
$608K +$98.8K +1,354 +19%
D
284
Dentgroup
Louisiana
$604K +$9.85K +135 +2%
CAG
285
Curtis Advisory Group
California
$603K +$381K +5,228 +172%
AAS
286
Avantax Advisory Services
Texas
$602K -$83.6K -1,146 -12%
AWM
287
AE Wealth Management
Kansas
$596K -$28.8K -395 -5%
SIC
288
Sigma Investment Counselors
Michigan
$593K – – –
NL
289
NEPC LLC
Massachusetts
$591K +$591K +8,104 New
SDWMA
290
Schneider Downs Wealth Management Advisors
Pennsylvania
$579K +$3.94K +54 +0.7%
AGA
291
Arkos Global Advisors
Texas
$570K +$570K +7,810 New
ST
292
Sentinel Trust
Texas
$569K -$9.92K -136 -2%
SW
293
SVB Wealth
Massachusetts
$569K -$1.46K -20 -0.3%
CT
294
Cambridge Trust
Massachusetts
$567K -$60.6K -831 -10%
PFGIA
295
Patriot Financial Group Insurance Agency
Massachusetts
$566K +$6.71K +92 +1%
WDG
296
Wealth Dimensions Group
Ohio
$563K – – –
EFL
297
ERn Financial LLC
Wisconsin
$545K -$63.3K -868 -10%
FPCP
298
Fort Point Capital Partners
California
$542K +$299K +4,100 +123%
ASFA
299
All Season Financial Advisors
Colorado
$530K -$245K -3,354 -32%
KLI
300
Kelman-Lazarov Inc
Tennessee
$530K -$2.84K -39 -0.5%
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