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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 %
RWP
351
Revolve Wealth Partners
New Jersey
$360K +$31.8K +442 +10%
SC
352
Stephens Consulting
Michigan
$360K -$3.66K -51 -1%
MYIA
353
Mount Yale Investment Advisors
Colorado
$359K +$25.1K +350 +8%
CB
354
Community Bank
New York
$357K +$6.83K +95 +2%
FFN
355
Focus Financial Network
Minnesota
$357K +$3.02K +42 +0.9%
BSW
356
Buckingham Strategic Wealth
Missouri
$357K – – –
NEPWA
357
New England Private Wealth Advisors
Massachusetts
$356K -$3.38K -47 -0.9%
MFA
358
Mayflower Financial Advisors
Massachusetts
$355K +$38K +1,837 +12%
AP
359
Adero Partners
California
$355K – – –
WFA
360
Wade Financial Advisory
California
$351K – – –
FFA
361
First Foundation Advisors
California
$350K – – –
SP
362
Symmetry Partners
Connecticut
$349K – – –
PMFA
363
Plante Moran Financial Advisors
Michigan
$349K +$76.5K +1,065 +28%
KFP
364
KB Financial Partners
New Jersey
$348K -$22.1K -308 -6%
PWA
365
Physician Wealth Advisors
Utah
$347K -$24K -327 -6%
MLA
366
My Legacy Advisors
Oregon
$347K -$31.6K -437 -8%
BFM
367
Boston Financial Management
Massachusetts
$343K -$405K -5,635 -54%
SQA
368
Simon Quick Advisors
New Jersey
$337K +$503 +7 +0.1%
AWA
369
Aaron Wealth Advisors
Illinois
$336K -$10.1K -140 -3%
SB
370
Strategic Blueprint
Georgia
$332K +$50.8K +707 +18%
SEIA
371
Signature Estate & Investment Advisors
California
$326K +$5.75K +80 +2%
BSB
372
Bangor Savings Bank
Maine
$325K -$8.12K -113 -2%
AC
373
AlphaCore Capital
California
$323K -$15.2K -212 -4%
SFG
374
Sage Financial Group
Pennsylvania
$323K -$60.6K -843 -16%
MIA
375
Milestone Investment Advisors
Wisconsin
$323K +$8.76K +122 +3%
13 14
15
16 17