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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
$297M
2
Wells Fargo
Wells Fargo
California
$107M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$438M
4
OMC
Old Mission Capital
Illinois
$24.4M
5
EWA
EP Wealth Advisors
California
$23.9M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$1.24M
2
SR
Swiss Re
Switzerland
$0
3
CFG
Citizens Financial Group
Rhode Island
$27M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$154M
5
Jane Street
Jane Street
New York
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBFW
301
Morton Brown Family Wealth
Pennsylvania
$523K +$438 +6 +0.1%
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$523K – – –
HT
303
Heritage Trust
Oklahoma
$522K +$522K +7,155 New
FHA
304
First Horizon Advisors
Tennessee
$517K +$5.98K +82 +1%
WCFA
305
Walkner Condon Financial Advisors
Wisconsin
$513K – – –
WC
306
Weil Company
California
$512K -$54.3K -744 -10%
BIA
307
Bigelow Investment Advisors
Maine
$503K +$58.1K +797 +13%
WSWA
308
Warren Street Wealth Advisors
California
$503K +$1.9K +26 +0.4%
CIBC World Market
309
CIBC World Market
Ontario, Canada
$501K -$75.8K -1,041 -13%
AA
310
Aufman Associates
Pennsylvania
$500K +$948 +13 +0.2%
HAG
311
HF Advisory Group
Maryland
$499K +$10.2K +140 +2%
BFP
312
Brewster Financial Planning
New York
$498K +$498K +6,830 New
SG
313
Sharper & Granite
California
$497K -$13.9K -190 -3%
RIA
314
Regal Investment Advisors
Michigan
$497K +$9.26K +127 +2%
VWA
315
VERITY Wealth Advisors
United States
$494K +$65.8K +902 +15%
PFA
316
Pure Financial Advisors
California
$492K -$21K -288 -4%
ITB
317
Idaho Trust Bank
Idaho
$491K +$491K +6,730 New
MPW
318
MA Private Wealth
California
$488K – – –
AA
319
Addison Advisors
Vermont
$477K -$1.09K -15 -0.2%
Massachusetts Financial Services
320
Massachusetts Financial Services
Massachusetts
$476K +$476K +6,526 New
GAM
321
Gemmer Asset Management
California
$472K -$11K -151 -2%
WANY
322
Wealthspire Advisors (New York)
New York
$463K +$13.9K +191 +3%
TFO
323
Tarbox Family Office
California
$461K +$9.92K +136 +2%
SFA
324
Sequoia Financial Advisors
Ohio
$460K +$11.2K +153 +2%
GDP
325
Great Diamond Partners
Maine
$458K +$458K +6,282 New
11 12
13
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