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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 %
M
451
MOTCO
Texas
$25K – – –
AIP
452
Ameritas Investment Partners
Nebraska
$24K – – –
SBL
453
Sargent Bickham Lagudis
Colorado
$24K – – –
RA
454
Rise Advisors
New York
$23K – – –
4FG
455
4Thought Financial Group
New York
$22K +$1.58K +28 +8%
GWM
456
Geneos Wealth Management
Colorado
$21K -$5.26K -94 -20%
BWL
457
Bogart Wealth LLC
Virginia
$19K +$1.2K +21 +7%
CWA
458
Clearview Wealth Advisors
Oregon
$18K +$3.96K +70 +28%
ACM
459
Absolute Capital Management
Pennsylvania
$17.2K +$17.2K +307 New
WWM
460
Wagner Wealth Management
South Carolina
$16K – – –
EC
461
Estate Counselors
Wisconsin
$16K +$16K +300 New
CMP
462
Coston McIsaac & Partners
Maine
$15K – – –
OPW
463
Oxler Private Wealth
New York
$14.5K +$14.5K +150 New
HIA
464
Harbor Investment Advisory
Maryland
$14K – – –
AWM
465
Aspire Wealth Management
Massachusetts
$13K – – –
DI
466
Disciplined Investments
Oklahoma
$12K – – –
CA
467
Crewe Advisors
Utah
$11K +$11K +190 New
APC
468
Aspire Private Capital
North Carolina
$9K – – –
HR
469
Howe & Rusling
New York
$9K +$285 +5 +3%
EW
470
Evoke Wealth
California
$9K +$9K +167 New
GFPC
471
Global Financial Private Client
Florida
$6.03K +$1.03K +18 +21%
RP
472
Rice Partnership
Hawaii
$6K -$789 -15 -12%
MIM
473
Macroview Investment Management
Maryland
$5K – – –
LC
474
Lindbrook Capital
California
$4K +$1.42K +27 +55%
SIC
475
SJS Investment Consulting
Ohio
$4K +$4K +80 New
17 18
19
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