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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
1
EP Wealth Advisors
California
$25.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$15.7M
3
Ameriprise
3
Ameriprise
Minnesota
$132M
4
Northern Trust
4
Northern Trust
Illinois
$290M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$14.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$158M
3
OMC
3
Old Mission Capital
Illinois
$3.47M
4
BlackRock
4
BlackRock
New York
$122M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MBFW
301
Morton Brown Family Wealth
Pennsylvania
$496K – – –
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$496K – – –
HT
303
Heritage Trust
Oklahoma
$495K – – –
ATC
304
Argent Trust Co
Tennessee
$491K +$75.3K +1,089 +18%
WCFA
305
Walkner Condon Financial Advisors
Wisconsin
$491K +$4.77K +69 +1%
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$489K -$47.8K -692 -9%
WC
307
Weil Company
California
$485K – – –
SG
308
Sharper & Granite
California
$483K +$11.8K +170 +2%
ASFA
309
All Season Financial Advisors
Colorado
$480K -$22.1K -319 -4%
CIBC World Market
310
CIBC World Market
Ontario, Canada
$478K +$3.04K +44 +0.6%
AA
311
Aufman Associates
Pennsylvania
$474K – – –
KLI
312
Kelman-Lazarov Inc
Tennessee
$474K -$28.1K -407 -6%
AAS
313
Avantax Advisory Services
Texas
$471K -$100K -1,447 -18%
BIA
314
Bigelow Investment Advisors
Maine
$468K -$8.92K -129 -2%
BFP
315
Brewster Financial Planning
New York
$467K -$4.98K -72 -1%
ITB
316
Idaho Trust Bank
Idaho
$465K – – –
APW
317
Austin Private Wealth
Texas
$463K -$185K -2,675 -29%
MPW
318
MA Private Wealth
California
$463K – – –
HAG
319
HF Advisory Group
Maryland
$461K -$12K -173 -3%
WWM
320
WT Wealth Management
Arizona
$458K +$178K +2,574 +64%
WIA
321
World Investment Advisors
California
$454K +$31.6K +457 +7%
AA
322
Addison Advisors
Vermont
$452K – – –
WFAG
323
Wescott Financial Advisory Group
Pennsylvania
$447K +$53.6K +776 +14%
GDP
324
Great Diamond Partners
Maine
$447K +$12.4K +179 +3%
WANY
325
Wealthspire Advisors (New York)
New York
$445K +$6.15K +89 +1%
11 12
13
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