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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

553 hedge funds and large institutions have $5.7B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 223 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-8
Holders Change %
-1.43%
% of All Funds
8.82%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
32
Increased
223
Reduced
188
Closed
33
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$38K

Top Buyers

1
EWA
EP Wealth Advisors
California
$25.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$15.7M
3
Ameriprise
Ameriprise
Minnesota
$132M
4
Northern Trust
Northern Trust
Illinois
$290M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$158M
3
OMC
Old Mission Capital
Illinois
$3.47M
4
BlackRock
BlackRock
New York
$122M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
401
Hanson & Doremus Investment Management
Vermont
$276K – – –
BRWA
402
B. Riley Wealth Advisors
Florida
$274K +$25.7K +372 +10%
DBT
403
Dubuque Bank & Trust
Iowa
$272K +$272K +3,940 New
MFA
404
Morling Financial Advisors
California
$268K +$25.4K +367 +10%
SFG
405
SNS Financial Group
Minnesota
$267K +$22.9K +331 +9%
PP
406
PrairieView Partners
Minnesota
$267K +$51.5K +747 +24%
BWL
407
Bogart Wealth LLC
Virginia
$266K +$171K +2,472 +180%
CA
408
CoreCap Advisors
Michigan
$265K -$23K -332 -8%
BFM
409
Boston Financial Management
Massachusetts
$264K -$32.8K -475 -11%
MFG
410
Mainsail Financial Group
Washington
$263K +$263K +3,864 New
TDWM
411
Topel & Distasi Wealth Management
California
$262K +$4.49K +65 +2%
SWM
412
Spire Wealth Management
Virginia
$261K -$75.1K -1,087 -22%
OBWP
413
O'Brien Wealth Partners
Massachusetts
$261K – – –
EH
414
Equitable Holdings
New York
$257K +$57.2K +828 +29%
TSS
415
Two Sigma Securities
New York
$257K +$257K +3,713 New
TWA
416
Talisman Wealth Advisors
New Jersey
$255K -$12.4K -179 -5%
WFA
417
Wade Financial Advisory
California
$251K – – –
SEIA
418
Signature Estate & Investment Advisors
California
$250K +$484 +7 +0.2%
PCMC
419
Private Capital Management (Colorado)
Colorado
$250K -$30.9K -447 -11%
DSN
420
D. Scott Neal
Kentucky
$249K +$3.6K +52 +1%
MAA
421
Matrix Asset Advisors
New York
$248K – – –
EPP
422
ETF Portfolio Partners
Kansas
$248K +$18.8K +272 +8%
TC
423
TownSquare Capital
Utah
$246K +$246K +3,562 New
CA
424
Clearstead Advisors
Ohio
$244K +$129K +1,861 +111%
MYIA
425
Mount Yale Investment Advisors
Colorado
$244K -$143K -2,075 -37%
15 16
17
18 19