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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
$272M
2
Jane Street
Jane Street
New York
$59.9M
3
Bank of America
Bank of America
North Carolina
$749M
4
PCA
Personal Capital Advisors
California
$345M
5
FC
Fulcrum Capital
Washington
$11.8M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
$344K
2
UBS Group
UBS Group
Switzerland
$103M
3
Citadel Advisors
Citadel Advisors
Florida
$2.83M
4
BlackRock
BlackRock
New York
$115M
5
CFG
Citizens Financial Group
Rhode Island
$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
376
Obermeyer Wealth Partners
Colorado
$231K – – –
YIH
377
Y-Intercept (HK)
Hong Kong
$230K +$230K +4,102 New
UL
378
Unionview LLC
Washington
$228K +$25.1K +448 +12%
FPCP
379
Fort Point Capital Partners
California
$225K – – –
FFA
380
First Foundation Advisors
California
$222K +$222K +3,951 New
EPP
381
ETF Portfolio Partners
Kansas
$220K +$7.31K +130 +3%
MPW
382
MA Private Wealth
California
$220K +$220K +3,785 New
WF
383
Warner Financial
Maryland
$219K +$12.7K +227 +6%
CA
384
CoreCap Advisors
Michigan
$210K +$56.5K +1,005 +37%
CA
385
Cetera Advisors
Colorado
$209K -$3.43K -61 -2%
MYIA
386
Mount Yale Investment Advisors
Colorado
$208K +$208K +3,700 New
LW
387
Libra Wealth
California
$205K -$1.2M -21,401 -85%
P
388
Palladiem
Pennsylvania
$205K +$205K +3,659 New
UAS
389
United Asset Strategies
New York
$203K +$23.9K +426 +13%
MAA
390
Matrix Asset Advisors
New York
$202K – – –
TFCP
391
Twin Focus Capital Partners
Massachusetts
$202K – – –
BTWM
392
Baker Tilly Wealth Management
Wisconsin
$202K +$202K +3,604 New
AC
393
AlphaCore Capital
California
$201K – – –
HWM
394
Horizons Wealth Management
North Carolina
$199K -$560 -10 -0.3%
Citigroup
395
Citigroup
New York
$185K -$28.2K -501 -13%
MFA
396
Morling Financial Advisors
California
$178K +$13.5K +241 +8%
MFA
397
Mayflower Financial Advisors
Massachusetts
$177K +$24K +2,078 +16%
AA
398
Addison Advisors
Vermont
$172K – – –
PMFA
399
Plante Moran Financial Advisors
Michigan
$167K -$85.8K -1,526 -34%
GRP
400
Global Retirement Partners
California
$167K -$1.9K -32 -1%
14 15
16
17 18