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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

544 hedge funds and large institutions have $5.52B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+49
Holders Change %
+9.9%
% of All Funds
8.78%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
84
Increased
204
Reduced
189
Closed
27
Calls
–
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$26K

Top Buyers

1
SR
Swiss Re
Switzerland
$44.2M
2
Jane Street
Jane Street
New York
$104M
3
HighTower Advisors
HighTower Advisors
Illinois
$36M
4
KAS
Kestra Advisory Services
Texas
$28.9M
5
Franklin Resources
Franklin Resources
California
$17.9M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$138M
2
BF
Brooklyn FI
New York
$769K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
4
UBS Group
UBS Group
Switzerland
$102M
5
Macquarie Group
Macquarie Group
Australia
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
476
Bourgeon Capital Management
Connecticut
$65.4K – – –
CCM
477
Cribstone Capital Management
Maine
$64.6K -$394 -6 -0.6%
BA
478
Bellwether Advisors
Nebraska
$64.4K – – –
DWMG
479
DB Wealth Management Group
California
$62.5K – – –
BAM
480
Belpointe Asset Management
Nevada
$60.7K +$60.7K +923 New
IWP
481
IAG Wealth Partners
Wisconsin
$58.8K – – –
OLVIG
482
Oliver Lagore Vanvalin Investment Group
Michigan
$58K -$19K -289 -25%
MAWA
483
Moss Adams Wealth Advisors
Washington
$55.1K +$55.1K +838 New
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$55K – – –
AA
485
Ancora Advisors
Ohio
$48K -$1.79K -27 -4%
TCM
486
TD Capital Management
Tennessee
$45.1K +$197 +3 +0.4%
BONH
487
Bank of New Hampshire
New Hampshire
$43K – – –
IRC
488
Investors Research Corp
Georgia
$40.7K – – –
KFI
489
Key Financial Inc
Pennsylvania
$39K – – –
LS
490
Leelyn Smith
Illinois
$36.6K – – –
EWA
491
EverSource Wealth Advisors
Alabama
$36K -$96.7K -1,471 -73%
CFFP
492
Center for Financial Planning
Michigan
$35.8K – – –
FWP
493
FAS Wealth Partners
Kansas
$33.6K -$7.04K -107 -17%
MFA
494
McClarren Financial Advisors
Pennsylvania
$33K – – –
CAS
495
Coppell Advisory Solutions
Texas
$31.5K +$31.5K +479 New
CASC
496
Coppell Advisory Solutions Corp
Texas
$31.5K +$31.5K +479 New
YAL
497
Your Advocates Ltd
Texas
$30K +$131 +2 +0.4%
M
498
MOTCO
Texas
$29.3K – – –
AIP
499
Ameritas Investment Partners
Nebraska
$28.6K – – –
SBL
500
Sargent Bickham Lagudis
Colorado
$28.3K – – –
18 19
20
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