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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 %
BF
301
BOK Financial
Oklahoma
$514K -$3.09K -43 -0.6%
WCFA
302
Walkner Condon Financial Advisors
Wisconsin
$505K +$3.23K +45 +0.6%
PFA
303
Pure Financial Advisors
California
$505K +$45.4K +632 +10%
OBWG
304
Onyx Bridge Wealth Group
New York
$505K +$41.2K +574 +9%
SFS
305
Sowell Financial Services
Arkansas
$504K -$419K -5,834 -45%
FHA
306
First Horizon Advisors
Tennessee
$503K -$16.7K -233 -3%
SG
307
Sharper & Granite
California
$503K -$30.2K -420 -6%
PFM
308
Peak Financial Management
Massachusetts
$501K -$12.6K -175 -2%
IFAM
309
Institutional & Family Asset Management
Colorado
$495K -$7.9K -110 -2%
WSWA
310
Warren Street Wealth Advisors
California
$494K +$1.08K +15 +0.2%
AA
311
Aufman Associates
Pennsylvania
$492K +$90.9K +1,265 +23%
UAS
312
United Asset Strategies
New York
$485K +$80.4K +756 +20%
HAG
313
HF Advisory Group
Maryland
$481K +$29.6K +412 +7%
MPW
314
MA Private Wealth
California
$481K +$107K +1,486 +29%
RIA
315
Regal Investment Advisors
Michigan
$480K +$46.8K +652 +11%
GAM
316
Gemmer Asset Management
California
$475K +$104K +1,452 +28%
AA
317
Addison Advisors
Vermont
$471K – – –
PAI
318
Pittenger & Anderson Inc
Nebraska
$458K +$2.51K +35 +0.6%
BOH
319
Bank of Hawaii
Hawaii
$456K – – –
SCA
320
Snowden Capital Advisors
New York
$456K +$36.9K +514 +9%
RP
321
Riverwater Partners
Wisconsin
$451K -$704K -9,805 -61%
GIA
322
Goodwin Investment Advisory
Georgia
$447K +$18.2K +253 +4%
TFO
323
Tarbox Family Office
California
$444K +$23.1K +321 +5%
SFA
324
Sequoia Financial Advisors
Ohio
$443K +$9.99K +139 +2%
WANY
325
Wealthspire Advisors (New York)
New York
$442K -$64.5K -898 -13%
11 12
13
14 15