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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

561 hedge funds and large institutions have $6.12B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 254 increasing their positions, 166 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+17
Holders Change %
+3.13%
% of All Funds
8.85%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
50
Increased
254
Reduced
166
Closed
29
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$59K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$297M
2
Wells Fargo
Wells Fargo
California
$107M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$438M
4
OMC
Old Mission Capital
Illinois
$24.4M
5
EWA
EP Wealth Advisors
California
$23.9M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$1.24M
2
SR
Swiss Re
Switzerland
$0
3
CFG
Citizens Financial Group
Rhode Island
$27M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$154M
5
Jane Street
Jane Street
New York
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
426
Root Financial Partners
California
$249K -$11.9K -163 -5%
P
427
Palladiem
Pennsylvania
$246K – – –
AF
428
Advisornet Financial
Minnesota
$246K +$20.3K +279 +9%
LPAM
429
Lodestar Private Asset Management
California
$246K – – –
CA
430
CGN Advisors
Kansas
$245K -$34.8K -477 -12%
CIAS
431
Capital Investment Advisory Services
North Carolina
$245K -$480K -6,588 -66%
BBA
432
BLB&B Advisors
Pennsylvania
$245K +$26.3K +361 +12%
CC
433
Copperleaf Capital
North Carolina
$244K +$244K +3,348 New
LWA
434
LWS Wealth Advisors
New Jersey
$243K +$1.82K +25 +0.8%
MFA
435
Mayflower Financial Advisors
Massachusetts
$243K -$25.2K -1,611 -9%
EPP
436
ETF Portfolio Partners
Kansas
$242K -$47K -645 -16%
TFCP
437
Twin Focus Capital Partners
Massachusetts
$237K – – –
ACA
438
Aptus Capital Advisors
Alabama
$237K -$10.3K -141 -4%
FC
439
Forte Capital
New York
$236K – – –
PPW
440
Parcion Private Wealth
Washington
$235K +$235K +3,229 New
HWM
441
Horizons Wealth Management
North Carolina
$235K -$6.31K -87 -3%
DI
442
DDFG Inc
California
$234K +$365 +5 +0.2%
JF
443
JSF Financial
California
$228K +$228K +3,129 New
PP
444
PrairieView Partners
Minnesota
$227K -$2.98K -41 -1%
WWG
445
West Wealth Group
California
$226K +$438 +6 +0.2%
NW
446
NewEdge Wealth
Pennsylvania
$225K +$5.91K +81 +3%
MLA
447
My Legacy Advisors
Oregon
$224K -$135K -1,802 -38%
RRA
448
Round Rock Advisors
Connecticut
$222K – – –
EWS
449
Evergreen Wealth Solutions
Pennsylvania
$220K -$47.2K -647 -18%
ACA
450
Atlas Capital Advisors
Wyoming
$220K -$101K -1,381 -31%
16 17
18
19 20