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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 %
TC
426
Trust Company
Kansas
$61K +$6.93K +123 +13%
SC
427
Stephens Consulting
Michigan
$58.1K +$7.52K +134 +15%
LWA
428
Lowe Wealth Advisors
Maryland
$56K -$11.2K -200 -17%
BCM
429
Bourgeon Capital Management
Connecticut
$56K – – –
CCM
430
Cribstone Capital Management
Maine
$55K -$1.89K -34 -3%
BA
431
Bellwether Advisors
Nebraska
$54K – – –
DWMG
432
DB Wealth Management Group
California
$53K – – –
MA
433
MCF Advisors
Kentucky
$51K – – –
IWP
434
IAG Wealth Partners
Wisconsin
$50K – – –
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$47K – – –
PP
436
PrairieView Partners
Minnesota
$45K +$17.1K +301 +61%
AA
437
Ancora Advisors
Ohio
$42K -$672 -12 -2%
DIP
438
DT Investment Partners
Pennsylvania
$40K +$40K +711 New
KFI
439
Key Financial Inc
Pennsylvania
$39K – – –
PCFFS
440
Pacific Center for Financial Services
California
$38K – – –
TCM
441
TD Capital Management
Tennessee
$38K +$38K +682 New
BONH
442
Bank of New Hampshire
New Hampshire
$37K -$40.6K -725 -52%
EIP
443
Ellis Investment Partners
Pennsylvania
$35K +$167 +3 +0.5%
IRC
444
Investors Research Corp
Georgia
$35K +$8.09K +143 +30%
FWP
445
FAS Wealth Partners
Kansas
$35K +$12.5K +221 +56%
LS
446
Leelyn Smith
Illinois
$31K – – –
CFFP
447
Center for Financial Planning
Michigan
$31K – – –
MFA
448
McClarren Financial Advisors
Pennsylvania
$29K +$29K +517 New
YAL
449
Your Advocates Ltd
Texas
$26K – – –
MAM
450
Meeder Asset Management
Ohio
$25K -$219K -3,941 -90%
16 17
18
19 20