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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
EP Wealth Advisors
California
$25.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$15.7M
3
Ameriprise
Ameriprise
Minnesota
$132M
4
Northern Trust
Northern Trust
Illinois
$290M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$158M
3
OMC
Old Mission Capital
Illinois
$3.47M
4
BlackRock
BlackRock
New York
$122M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
276
JFG Wealth Management
Colorado
$618K – – –
WA
277
Wealth Alliance
New York
$617K -$93.3K -1,349 -13%
AAM
278
Ameraudi Asset Management
New York
$614K – – –
SW
279
SVB Wealth
Massachusetts
$614K +$74.6K +1,079 +14%
SWM
280
SigFig Wealth Management
California
$606K -$365K -5,284 -38%
SB
281
Simmons Bank
Arkansas
$602K – – –
PFM
282
Peak Financial Management
Massachusetts
$599K +$22.7K +328 +4%
FC
283
Fulcrum Capital
Washington
$596K – – –
CA
284
Cambridge Associates
Massachusetts
$584K +$584K +8,441 New
CTA
285
Chesley Taft & Associates
Illinois
$575K -$180K -2,600 -24%
FFA
286
First Foundation Advisors
California
$574K +$211K +3,047 +58%
CT
287
Cambridge Trust
Massachusetts
$572K +$34.8K +503 +6%
CAL
288
Capital Analysts LLC
Pennsylvania
$565K -$17.8K -257 -3%
BIA
289
Bell Investment Advisors
California
$564K -$27.9K -403 -5%
SIC
290
Sigma Investment Counselors
Michigan
$562K – – –
OIA
291
OneDigital Investment Advisors
Kansas
$558K -$104K -1,510 -16%
CA
292
Cetera Advisors
Colorado
$556K -$130K -1,881 -19%
SDWMA
293
Schneider Downs Wealth Management Advisors
Pennsylvania
$552K +$2.9K +42 +0.5%
Massachusetts Financial Services
294
Massachusetts Financial Services
Massachusetts
$548K +$97.3K +1,408 +22%
ST
295
Sentinel Trust
Texas
$540K – – –
WDG
296
Wealth Dimensions Group
Ohio
$534K – – –
EFL
297
ERn Financial LLC
Wisconsin
$529K +$12.4K +180 +2%
FPCP
298
Fort Point Capital Partners
California
$514K – – –
VWA
299
VERITY Wealth Advisors
United States
$507K +$39.3K +568 +8%
CAG
300
Curtis Advisory Group
California
$503K -$67.7K -979 -12%
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