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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.

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
1
EP Wealth Advisors
California
$25.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$15.7M
3
Ameriprise
3
Ameriprise
Minnesota
$132M
4
Northern Trust
4
Northern Trust
Illinois
$290M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$14.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$158M
3
OMC
3
Old Mission Capital
Illinois
$3.47M
4
BlackRock
4
BlackRock
New York
$122M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$34.2M +$1.9M +27,547 +6%
Creative Planning
27
Creative Planning
Kansas
$33.2M +$235K +3,404 +0.7%
M&T Bank
28
M&T Bank
New York
$33M +$837K +12,104 +3%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$32M +$1.37M +19,829 +4%
LPL Financial
30
LPL Financial
California
$31.8M +$3.68M +53,212 +13%
FT
31
Fiduciary Trust
Massachusetts
$29M +$599K +8,660 +2%
DADC
32
D.A. Davidson & Co
Montana
$28.4M -$93.9K -1,358 -0.3%
EWA
33
EP Wealth Advisors
California
$25.6M +$15.8M +229,197 +163%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$25.6M +$821K +11,874 +3%
Corient Private Wealth
35
Corient Private Wealth
Florida
$24.6M -$295K -4,265 -1%
FA
36
Forefront Analytics
Pennsylvania
$23.8M -$456K -6,593 -2%
I
37
IMPACTfolio
Colorado
$23.4M -$626K -9,059 -3%
DF
38
Dunhill Financial
United Kingdom
$22.1M +$2.56M +36,750 +13%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$21.9M -$673K -9,697 -3%
CFG
40
Citizens Financial Group
Rhode Island
$21.1M -$4.52M -65,402 -18%
HCM
41
Howland Capital Management
Massachusetts
$20.7M +$1.26M +18,164 +6%
EWM
42
Empirical Wealth Management
Washington
$20.3M +$504K +7,285 +3%
MWM
43
Mission Wealth Management
California
$20.2M +$1.98M +28,639 +11%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$19.3M +$19.3M +279,613 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$19.1M +$8.26M +119,472 +77%
MML Investors Services
46
MML Investors Services
Massachusetts
$18.4M -$2.62M -37,937 -12%
LSAG
47
Lake Street Advisors Group
New Hampshire
$18M -$102K -1,470 -0.6%
MD
48
Money Design
Japan
$17.8M +$427K +6,178 +2%
William Blair & Company
49
William Blair & Company
Illinois
$17.3M +$12.6K +182 +0.1%
HNW
50
High Note Wealth
Minnesota
$16.6M +$252K +3,644 +2%
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