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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 %
NCM
451
Northland Capital Management
Minnesota
$205K +$205K +2,855 New
GVAG
452
Great Valley Advisor Group
Delaware
$203K -$64K -889 -24%
TF
453
TimeScale Financial
Massachusetts
$196K -$222K -3,094 -53%
CSPIA
454
Cary Street Partners Investment Advisory
Virginia
$192K – – –
CFGS
455
Concourse Financial Group Securities
Alabama
$191K +$55.6K +774 +41%
PC
456
Pecaut & Co
Iowa
$187K -$3.16K -44 -2%
GWM
457
Grand Wealth Management
Michigan
$187K – – –
C
458
Covestor
United Kingdom
$159K -$11.3K -157 -7%
WTC
459
WhitTier Trust Company
Nevada
$154K -$503 -7 -0.3%
CFD
460
Creative Financial Designs
Indiana
$148K +$8.55K +119 +6%
GT
461
Glenmede Trust
Pennsylvania
$135K +$135K +1,886 New
BC
462
Bartlett & Co
Ohio
$131K – – –
BCWM
463
Bartlett & Co Wealth Management
Ohio
$131K – – –
CA
464
Clearstead Advisors
Ohio
$128K +$32.8K +456 +34%
Commonwealth Equity Services
465
Commonwealth Equity Services
Massachusetts
$117K -$2.84K -39,531 -2%
LOIP
466
Live Oak Investment Partners
Texas
$108K -$98.9K – –
BWL
467
Bogart Wealth LLC
Virginia
$108K +$84K +1,169 +352%
S
468
SignatureFD
Georgia
$107K -$12.3K -171 -10%
KHC
469
Koesten Hirschmann & Crabtree
Kansas
$106K – – –
TCOV
470
Trust Company of Vermont
Vermont
$103K +$3.09K +43 +3%
FCA
471
FinTrust Capital Advisors
South Carolina
$103K – – –
SWM
472
Sugarloaf Wealth Management
Georgia
$97.1K +$12.1K +169 +14%
HGERS
473
Householder Group Estate & Retirement Specialist
Arizona
$90K +$90K +1,254 New
NSIM
474
North Star Investment Management
Illinois
$89.7K – – –
GC
475
Gould Capital
Washington
$87.6K +$1.58K +22 +2%
17 18
19
20 21