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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

495 hedge funds and large institutions have $4.76B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 243 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
8.56%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
37
Increased
243
Reduced
137
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$31.5M
2
Jane Street
Jane Street
New York
+$28M
3
Bank of America
Bank of America
North Carolina
+$19.4M
4
PCA
Personal Capital Advisors
California
+$18.2M
5
FC
Fulcrum Capital
Washington
+$11.8M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
-$26.7M
2
UBS Group
UBS Group
Switzerland
-$24.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$17.3M
4
BlackRock
BlackRock
New York
-$14M
5
CFG
Citizens Financial Group
Rhode Island
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
351
Pathway Financial Advisors
Vermont
$278K +$69.1K +1,233 +33%
NEPWA
352
New England Private Wealth Advisors
Massachusetts
$277K -$1.99M -35,429 -88%
TPCW
353
TD Private Client Wealth
New York
$276K +$1.18K +21 +0.4%
FPAS
354
Focus Partners Advisor Solutions
Missouri
$271K +$35.3K +629 +15%
FFN
355
Focus Financial Network
Minnesota
$267K -$505 -9 -0.2%
CAM
356
Cresset Asset Management
Illinois
$267K +$267K +4,758 New
BSB
357
Bangor Savings Bank
Maine
$264K – – –
OWA
358
Opal Wealth Advisors
New York
$264K +$12K +214 +5%
SB
359
Strategic Blueprint
Georgia
$262K +$36.1K +643 +16%
IAN
360
Integrated Advisors Network
Texas
$262K +$56K +1,000 +27%
BBNA
361
Bremer Bank National Association
Minnesota
$256K -$103K -1,840 -29%
TDWM
362
Topel & Distasi Wealth Management
California
$255K -$73.5K -1,129 -22%
T
363
TrueFG
Texas
$253K +$18.5K +330 +8%
MBFW
364
Morton Brown Family Wealth
Pennsylvania
$252K +$393 +7 +0.2%
AF
365
Advisornet Financial
Minnesota
$251K +$129K +2,296 +105%
KCM
366
Karp Capital Management
California
$243K -$265K -4,714 -52%
APA
367
American Portfolios Advisors
New York
$242K -$3.48K -62 -1%
HDIM
368
Hanson & Doremus Investment Management
Vermont
$238K – – –
GC
369
Grimes & Company
Massachusetts
$236K +$21.2K +377 +10%
VHAM
370
Van Hulzen Asset Management
California
$235K -$12.9K -230 -5%
AIA
371
Arbor Investment Advisors
North Carolina
$234K +$1.07K +19 +0.5%
FWM
372
Fingerlakes Wealth Management
New York
$234K +$19.6K +349 +9%
WWM
373
Western Wealth Management
Colorado
$233K -$53.9K -958 -19%
SEIA
374
Signature Estate & Investment Advisors
California
$233K +$2.92K +52 +1%
PP
375
PDS Planning
Ohio
$231K -$31K -551 -12%
13 14
15
16 17