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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 %
RPSA
401
Richard P. Slaughter Associates
Texas
$280K +$280K +3,895 New
PIA
402
Perennial Investment Advisors
California
$278K -$7.47K -104 -3%
AG
403
Ascent Group
Virginia
$278K +$2.87K +40 +1%
LW
404
Libra Wealth
California
$277K +$2.95K +41 +1%
CA
405
CGN Advisors
Kansas
$275K -$4.1K -57 -1%
TWA
406
Talisman Wealth Advisors
New Jersey
$274K – – –
IA
407
IFP Advisors
Florida
$274K -$2.78M -41,143 -91%
PPW
408
Presilium Private Wealth
Pennsylvania
$273K -$7.18K -100 -3%
OBWP
409
O'Brien Wealth Partners
Massachusetts
$271K – – –
TDWM
410
Topel & Distasi Wealth Management
California
$270K -$11K -153 -4%
IAN
411
Integrated Advisors Network
Texas
$269K +$5.1K +71 +2%
SFG
412
SNS Financial Group
Minnesota
$264K +$7.18K +100 +3%
EWA
413
EP Wealth Advisors
California
$264K -$24.2M -309,673 -99%
EWS
414
Evergreen Wealth Solutions
Pennsylvania
$264K -$62.6K -870 -19%
SWM
415
Spire Wealth Management
Virginia
$264K +$181K +2,517 +218%
DWM
416
Destination Wealth Management
California
$262K +$35.1K +489 +15%
AF
417
Allworth Financial
California
$259K +$106K +1,478 +69%
BRWA
418
B. Riley Wealth Advisors
Florida
$258K -$12.8K -178 -5%
RFP
419
Root Financial Partners
California
$257K +$257K +3,581 New
MAA
420
Matrix Asset Advisors
New York
$255K +$8.05K +112 +3%
OWP
421
Obermeyer Wealth Partners
Colorado
$251K – – –
SOAG
422
Silver Oak Advisory Group
Oregon
$250K – – –
MW
423
Marcum Wealth
Ohio
$249K -$144 -2 -0.1%
MWP
424
Moller Wealth Partners
$247K -$1.51K -21 -0.6%
FFA
425
Farther Finance Advisors
California
$246K -$173K -2,415 -41%
15 16
17
18 19