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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
1
JPMorgan Chase & Co
New York
$399M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$225M
3
FA
3
Forefront Analytics
Pennsylvania
$19.6M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$170M
5
M&T Bank
5
M&T Bank
New York
$34.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$778M
2
Jane Street
2
Jane Street
New York
$16.3M
3
EWA
3
EP Wealth Advisors
California
$264K
4
Goldman Sachs
4
Goldman Sachs
New York
$113M
5
KAS
5
Kestra Advisory Services
Texas
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$35.6M +$762K +10,600 +2%
Creative Planning
27
Creative Planning
Kansas
$35.2M -$900K -12,522 -2%
M&T Bank
28
M&T Bank
New York
$34.6M +$11.8M +164,441 +52%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$33.7M -$2.7M -37,554 -7%
SEI Investments
30
SEI Investments
Pennsylvania
$32.7M -$342K -4,758 -1%
DADC
31
D.A. Davidson & Co
Montana
$29.9M +$210K +2,930 +0.7%
LPL Financial
32
LPL Financial
California
$29.6M +$3.72M +51,778 +14%
FT
33
Fiduciary Trust
Massachusetts
$29.1M +$3.46M +48,188 +13%
Corient Private Wealth
34
Corient Private Wealth
Florida
$26.4M +$754K +10,498 +3%
I
35
IMPACTfolio
Colorado
$25M +$3.04M +42,285 +14%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$24.7M -$17M -236,858 -41%
PO
37
Private Ocean
California
$23.7M -$2.19M -30,472 -8%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$22M +$2.35M +32,809 +12%
MML Investors Services
39
MML Investors Services
Massachusetts
$21.1M +$255K +3,543 +1%
RW
40
RVW Wealth
California
$20.2M -$7.32M -101,903 -27%
William Blair & Company
41
William Blair & Company
Illinois
$19.9M +$243K +3,382 +1%
HCM
42
Howland Capital Management
Massachusetts
$19.8M +$95.3K +1,326 +0.5%
MD
43
Money Design
Japan
$19.6M +$1.01M +14,065 +5%
FA
44
Forefront Analytics
Pennsylvania
$19.6M +$19.6M +273,342 New
EWM
45
Empirical Wealth Management
Washington
$18.9M +$338K +4,703 +2%
HNW
46
High Note Wealth
Minnesota
$17.6M +$82.5K +1,149 +0.5%
MWM
47
Mission Wealth Management
California
$17.2M +$3.04M +42,281 +22%
KeyBank National Association
48
KeyBank National Association
Ohio
$16.6M -$336K -4,680 -2%
Jane Street
49
Jane Street
New York
$16.3M -$97.1M -1,351,135 -86%
LSAG
50
Lake Street Advisors Group
New Hampshire
$16.1M +$395K +5,493 +3%
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