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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 %
SFA
326
Sequoia Financial Advisors
Ohio
$438K +$1.04K +15 +0.2%
GAM
327
Gemmer Asset Management
California
$434K -$13.2K -191 -3%
BAAM
328
Baker Avenue Asset Management
California
$433K +$6.08K +88 +1%
MIA
329
Milestone Investment Advisors
Wisconsin
$428K +$5.88K +85 +1%
PAI
330
Pittenger & Anderson Inc
Nebraska
$422K -$1.59K -23 -0.4%
TPCW
331
TD Private Client Wealth
New York
$418K +$16.2K +234 +4%
OGF
332
Orin Green Financial
California
$415K +$415K +5,350 New
FCI
333
Financial Counselors Inc
Kansas
$414K – – –
HWM
334
Hemington Wealth Management
Virginia
$409K – – –
UCFA
335
United Capital Financial Advisors
Texas
$409K -$338K -4,890 -45%
KPWS
336
Kestra Private Wealth Services
Texas
$406K -$13.9K -201 -3%
CC
337
Chicago Capital
Illinois
$405K – – –
RPSA
338
Richard P. Slaughter Associates
Texas
$405K +$124K +1,795 +44%
AWM
339
AE Wealth Management
Kansas
$401K -$164K -2,374 -29%
CA
340
CGN Advisors
Kansas
$401K +$168K +2,437 +73%
AGA
341
Arkos Global Advisors
Texas
$399K -$141K -2,035 -26%
FG
342
Foster Group
Iowa
$398K +$10.8K +156 +3%
FHA
343
First Horizon Advisors
Tennessee
$398K -$92.2K -1,334 -19%
BOH
344
Bank of Hawaii
Hawaii
$394K – – –
RWP
345
Revolve Wealth Partners
New Jersey
$386K -$18.5K -267 -5%
HPC
346
HM Payson & Co
Maine
$386K +$367K +5,303 +1,928%
WCF
347
West Coast Financial
California
$384K – – –
BSW
348
Buckingham Strategic Wealth
Missouri
$383K +$20.8K +301 +6%
LFG
349
Leverty Financial Group
Wisconsin
$378K -$484 -7 -0.1%
AWA
350
Aaron Wealth Advisors
Illinois
$375K +$51.8K +749 +16%
12 13
14
15 16