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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.

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

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$1.24M
2
SR
Swiss Re
Switzerland
$0
3
CFG
Citizens Financial Group
Rhode Island
$27M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$154M
5
Jane Street
Jane Street
New York
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOIP
476
Live Oak Investment Partners
Texas
$110K -$108K – –
KHC
477
Koesten Hirschmann & Crabtree
Kansas
$108K – – –
FCA
478
FinTrust Capital Advisors
South Carolina
$103K – – –
BWL
479
Bogart Wealth LLC
Virginia
$100K -$9.26K -127 -8%
SWM
480
Sugarloaf Wealth Management
Georgia
$98.5K – – –
BCM
481
Bourgeon Capital Management
Connecticut
$95.5K +$23K +315 +32%
NSIM
482
North Star Investment Management
Illinois
$91.6K +$656 +9 +0.7%
TCOV
483
Trust Company of Vermont
Vermont
$89.3K -$15.7K -215 -15%
CAS
484
Coppell Advisory Solutions
Texas
$89.3K +$89.3K +1,240 New
FCAG
485
First Capital Advisors Group
New Jersey
$89.2K +$89.2K +1,223 New
GC
486
Gould Capital
Washington
$88.9K – – –
OSAM
487
O'Shaughnessy Asset Management
Connecticut
$87.3K +$26.3K +361 +43%
GM
488
GeoWealth Management
Illinois
$84K +$3.1K +43 +4%
AWM
489
AllSquare Wealth Management
New York
$78.6K – – –
LWCFA
490
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72.4K +$72.4K +993 New
DWMG
491
DB Wealth Management Group
California
$69.3K – – –
Bank of Montreal
492
Bank of Montreal
Ontario, Canada
$67.6K +$18.7K +252 +38%
LFA
493
LGT Financial Advisors
Texas
$67.5K +$67.5K +926 New
IWP
494
IAG Wealth Partners
Wisconsin
$65.2K – – –
TC
495
Trust Company
Kansas
$65.1K -$7.88K -108 -11%
KFI
496
Key Financial Inc
Pennsylvania
$62.6K +$5.98K +82 +11%
AA
497
Ancora Advisors
Ohio
$51.6K -$1.17K -16 -2%
BNP Paribas Financial Markets
498
BNP Paribas Financial Markets
France
$51.3K -$3.28K -45 -6%
LWA
499
Lowe Wealth Advisors
Maryland
$51.1K -$8.97K -123 -15%
TCM
500
TD Capital Management
Tennessee
$50.9K +$1.02K +14 +2%
18 19
20
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