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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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$158M
3
OMC
Old Mission Capital
Illinois
$3.47M
4
BlackRock
BlackRock
New York
$122M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
476
Trust Company of Vermont
Vermont
$85K +$277 +4 +0.3%
GC
477
Gould Capital
Washington
$83K – – –
GM
478
GeoWealth Management
Illinois
$77K -$3.38K -49 -4%
AWM
479
AllSquare Wealth Management
New York
$75.8K – – –
TWC
480
TD Waterhouse Canada
Ontario, Canada
$66K +$20.5K +270 +45%
DWMG
481
DB Wealth Management Group
California
$65.7K – – –
TC
482
Trust Company
Kansas
$65.2K +$3.46K +50 +6%
GWM
483
Geneos Wealth Management
Colorado
$64.7K +$36.4K +526 +128%
LWCFA
484
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63.7K -$4.76K -69 -7%
CSPIA
485
Cary Street Partners Investment Advisory
Virginia
$63.3K -$121K -1,751 -66%
KFI
486
Key Financial Inc
Pennsylvania
$59.4K – – –
SWM
487
Sugarloaf Wealth Management
Georgia
$56.8K -$36.6K -529 -39%
MFA
488
McClarren Financial Advisors
Pennsylvania
$56K +$21K +311 +60%
IWP
489
IAG Wealth Partners
Wisconsin
$52.9K -$8.92K -129 -14%
AA
490
Ancora Advisors
Ohio
$48.9K – – –
TCM
491
TD Capital Management
Tennessee
$48.3K – – –
PCFFS
492
Pacific Center for Financial Services
California
$46.5K – – –
IRC
493
Investors Research Corp
Georgia
$44.8K +$5.95K +86 +15%
NSG
494
Nalls Sherbakoff Group
Tennessee
$44.7K +$44.7K +647 New
AIC
495
Archer Investment Corporation
Indiana
$43.9K – – –
SS
496
Sunbelt Securities
Texas
$40.9K – – –
CFFP
497
Center for Financial Planning
Michigan
$37.7K – – –
ST
498
Smithfield Trust
Pennsylvania
$34K – – –
FWP
499
FAS Wealth Partners
Kansas
$33.5K – – –
LFG
500
Larson Financial Group
Missouri
$33.2K +$1.04K +15 +3%
18 19
20
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