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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 %
MW
426
Marcum Wealth
Ohio
$241K +$1.45K +21 +0.6%
SOAG
427
Silver Oak Advisory Group
Oregon
$240K – – –
RFP
428
Root Financial Partners
California
$236K – – –
AF
429
Advisornet Financial
Minnesota
$236K +$2.56K +37 +1%
UAS
430
United Asset Strategies
New York
$235K -$31.9K -462 -12%
MIS
431
Morningstar Investment Services
Illinois
$234K +$234K +3,375 New
LWA
432
LWS Wealth Advisors
New Jersey
$230K – – –
TFO
433
Tarbox Family Office
California
$228K -$209K -3,018 -48%
MFA
434
Mayflower Financial Advisors
Massachusetts
$227K -$806 -55 -0.4%
MWP
435
Moller Wealth Partners
$225K -$12.4K -179 -5%
LPAM
436
Lodestar Private Asset Management
California
$225K -$8.64K -125 -4%
TFCP
437
Twin Focus Capital Partners
Massachusetts
$225K – – –
HWM
438
Horizons Wealth Management
North Carolina
$224K -$346 -5 -0.2%
AWA
439
ARQ Wealth Advisors
Arizona
$224K +$224K +3,237 New
FC
440
Forte Capital
New York
$223K – – –
CWM
441
Centurion Wealth Management
Virginia
$222K -$75.1K -1,087 -25%
SQA
442
Simon Quick Advisors
New Jersey
$216K -$40.6K -587 -16%
NW
443
NewEdge Wealth
Pennsylvania
$214K +$830 +12 +0.4%
EWS
444
Evergreen Wealth Solutions
Pennsylvania
$213K +$4.36K +63 +2%
BBA
445
BLB&B Advisors
Pennsylvania
$213K -$18.9K -273 -8%
RRA
446
Round Rock Advisors
Connecticut
$210K – – –
SWA
447
Stratos Wealth Advisors
Ohio
$209K -$102K -1,475 -33%
XF
448
XML Financial
Maryland
$208K +$208K +3,013 New
IFAM
449
Institutional & Family Asset Management
Colorado
$207K +$6.57K +95 +3%
ACA
450
Atlas Capital Advisors
Wyoming
$206K -$2.07K -30 -1%
16 17
18
19 20