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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
JPMorgan Chase & Co
New York
$399M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$225M
3
FA
Forefront Analytics
Pennsylvania
$19.6M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$170M
5
M&T Bank
M&T Bank
New York
$34.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$778M
2
Jane Street
Jane Street
New York
$16.3M
3
EWA
EP Wealth Advisors
California
$264K
4
Goldman Sachs
Goldman Sachs
New York
$113M
5
KAS
Kestra Advisory Services
Texas
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
426
Aptus Capital Advisors
Alabama
$243K +$216K +3,012 +801%
P
427
Palladiem
Pennsylvania
$243K -$20.1K -280 -8%
LPAM
428
Lodestar Private Asset Management
California
$242K – – –
FPCP
429
Fort Point Capital Partners
California
$240K -$55.2K -769 -19%
HWM
430
Horizons Wealth Management
North Carolina
$239K +$2.08K +29 +0.9%
LWA
431
LWS Wealth Advisors
New Jersey
$238K +$238K +3,307 New
GCP
432
GSA Capital Partners
United Kingdom
$236K +$236K +3,282 New
TFCP
433
Twin Focus Capital Partners
Massachusetts
$233K – – –
Bessemer Group
434
Bessemer Group
New Jersey
$233K +$217K +3,014 +1,316%
FC
435
Forte Capital
New York
$232K – – –
DI
436
DDFG Inc
California
$230K -$13.9K -193 -6%
PP
437
PrairieView Partners
Minnesota
$227K -$6.03K -84 -3%
CWM
438
Centurion Wealth Management
Virginia
$223K +$223K +3,105 New
AF
439
Advisornet Financial
Minnesota
$222K -$99.8K -1,389 -31%
WWG
440
West Wealth Group
California
$222K +$222K +3,097 New
FA
441
Flagstar Advisors
New York
$219K -$63.2K -880 -22%
RRA
442
Round Rock Advisors
Connecticut
$218K +$218K +3,041 New
CAG
443
Curtis Advisory Group
California
$218K +$218K +3,034 New
CPIG
444
Chicago Partners Investment Group
Illinois
$218K – – –
NW
445
NewEdge Wealth
Pennsylvania
$216K +$216K +3,006 New
BBA
446
BLB&B Advisors
Pennsylvania
$215K +$215K +2,993 New
RMCM
447
Reynders McVeigh Capital Management
Massachusetts
$213K +$213K +2,964 New
GRP
448
Global Retirement Partners
California
$211K +$5.64K +77 +3%
VWM
449
Venturi Wealth Management
Texas
$211K +$211K +2,939 New
MFA
450
Morling Financial Advisors
California
$210K -$4.24K -59 -2%
16 17
18
19 20