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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 %
SWA
376
Stratos Wealth Advisors
Ohio
$319K +$319K +4,434 New
ACA
377
Atlas Capital Advisors
Wyoming
$316K -$64.7K -900 -17%
MRC
378
Millburn Ridgefield Corp
New York
$316K +$316K +4,396 New
KFSC
379
Keystone Financial Services (Colorado)
Colorado
$313K -$13.1K -182 -4%
JAG
380
Journey Advisory Group
Kentucky
$312K +$312K +4,347 New
T
381
TrueFG
Texas
$311K -$24.9K -347 -7%
CA
382
Cambridge Associates
Massachusetts
$311K +$311K +4,329 New
VC
383
Veracity Capital
Georgia
$301K +$37.9K +527 +14%
WWM
384
WT Wealth Management
Arizona
$301K -$34.5K -480 -10%
VHAM
385
Van Hulzen Asset Management
California
$300K – – –
FWM
386
Fingerlakes Wealth Management
New York
$299K -$11.8K -164 -4%
RW
387
Rede Wealth
Virginia
$297K +$18.8K +261 +7%
YIH
388
Y-Intercept (HK)
Hong Kong
$297K +$297K +4,134 New
PCMC
389
Private Capital Management (Colorado)
Colorado
$296K -$138K -1,916 -32%
PFA
390
Pathway Financial Advisors
Vermont
$296K – – –
UL
391
Unionview LLC
Washington
$295K +$1.58K +22 +0.5%
WF
392
Warner Financial
Maryland
$294K +$72 +1 +0%
CJFS
393
Coulter & Justus Financial Services
Tennessee
$294K – – –
BTWM
394
Baker Tilly Wealth Management
Wisconsin
$291K +$8.33K +116 +3%
PP
395
PDS Planning
Ohio
$290K -$6.11K -85 -2%
MA
396
MONECO Advisors
Connecticut
$287K +$287K +4,000 New
HDIM
397
Hanson & Doremus Investment Management
Vermont
$287K -$4.53K -63 -2%
AFG
398
ABLE Financial Group
Arizona
$287K +$287K +3,993 New
EPP
399
ETF Portfolio Partners
Kansas
$284K +$1.29K +18 +0.5%
MNG
400
Manning & Napier Group
New York
$281K -$410K – –
14 15
16
17 18