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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 %
GM
476
GeoWealth Management
Illinois
$80K -$7.92K -111 -9%
AWM
477
AllSquare Wealth Management
New York
$78.7K – – –
TC
478
Trust Company
Kansas
$71.9K -$5.31K -74 -7%
BCM
479
Bourgeon Capital Management
Connecticut
$71.5K – – –
BA
480
Bellwether Advisors
Nebraska
$70.3K – – –
BAM
481
Belpointe Asset Management
Nevada
$69.3K +$2.95K +41 +4%
DWMG
482
DB Wealth Management Group
California
$68.2K – – –
IWP
483
IAG Wealth Partners
Wisconsin
$64.2K – – –
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$60.1K – – –
LWA
485
Lowe Wealth Advisors
Maryland
$59.1K -$12.7K -177 -18%
KFI
486
Key Financial Inc
Pennsylvania
$55.8K +$5.89K +82 +12%
BNP Paribas Financial Markets
487
BNP Paribas Financial Markets
France
$53.8K +$53.8K +749 New
AA
488
Ancora Advisors
Ohio
$51.9K – – –
BWM
489
BerganKDV Wealth Management
Minnesota
$51.8K +$51.8K +721 New
TCM
490
TD Capital Management
Tennessee
$49.2K – – –
PCFFS
491
Pacific Center for Financial Services
California
$48.3K +$48.3K +673 New
Bank of Montreal
492
Bank of Montreal
Ontario, Canada
$47.6K -$47.2K -656 -50%
EWA
493
EverSource Wealth Advisors
Alabama
$47.4K +$8.12K +113 +21%
SS
494
Sunbelt Securities
Texas
$42.3K +$42.3K +592 New
Qube Research & Technologies (QRT)
495
Qube Research & Technologies (QRT)
United Kingdom
$40.8K -$45.3K -630 -53%
IRC
496
Investors Research Corp
Georgia
$40.4K -$4.1K -57 -9%
CFFP
497
Center for Financial Planning
Michigan
$39.2K – – –
OLVIG
498
Oliver Lagore Vanvalin Investment Group
Michigan
$38.8K -$24.5K -341 -39%
MFA
499
McClarren Financial Advisors
Pennsylvania
$37K – – –
ST
500
Smithfield Trust
Pennsylvania
$36K +$33.4K +460 +1,278%
18 19
20
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