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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.

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

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.24M
2
SR
2
Swiss Re
Switzerland
$0
3
CFG
3
Citizens Financial Group
Rhode Island
$27M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$154M
5
Jane Street
5
Jane Street
New York
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$34.7M -$1.03M -14,101 -3%
SEI Investments
27
SEI Investments
Pennsylvania
$34.1M +$913K +12,522 +3%
M&T Bank
28
M&T Bank
New York
$33.9M -$1.21M -16,592 -3%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$32.3M -$1.88M -25,766 -5%
DADC
30
D.A. Davidson & Co
Montana
$30.1M -$224K -3,067 -0.7%
FT
31
Fiduciary Trust
Massachusetts
$30M +$402K +5,510 +1%
LPL Financial
32
LPL Financial
California
$29.6M -$387K -5,304 -1%
CFG
33
Citizens Financial Group
Rhode Island
$27M -$27.6M -378,508 -51%
Corient Private Wealth
34
Corient Private Wealth
Florida
$26.3M -$564K -7,729 -2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$26.1M +$1.07M +14,633 +4%
FA
36
Forefront Analytics
Pennsylvania
$25.6M +$5.7M +78,176 +29%
I
37
IMPACTfolio
Colorado
$25.4M +$3.06K +42 +0%
OMC
38
Old Mission Capital
Illinois
$24.4M +$24.4M +335,176 New
EWA
39
EP Wealth Advisors
California
$23.9M +$23.3M +137,464 +4,073%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$23.5M +$1.31M +18,115 +6%
MML Investors Services
41
MML Investors Services
Massachusetts
$22.2M +$822K +11,275 +4%
EWM
42
Empirical Wealth Management
Washington
$20.9M +$1.78M +24,411 +9%
HCM
43
Howland Capital Management
Massachusetts
$20.5M +$388K +5,326 +2%
DF
44
Dunhill Financial
United Kingdom
$19.8M +$19.8M +281,364 New
MWM
45
Mission Wealth Management
California
$19.3M +$1.85M +25,328 +11%
PO
46
Private Ocean
California
$19.1M -$4.93M -67,532 -20%
LSAG
47
Lake Street Advisors Group
New Hampshire
$19.1M +$2.76M +37,830 +17%
MD
48
Money Design
Japan
$18.3M -$1.61M -22,056 -8%
William Blair & Company
49
William Blair & Company
Illinois
$18.2M -$2M -27,448 -10%
HNW
50
High Note Wealth
Minnesota
$17.2M -$643K -8,818 -4%
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