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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

482 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-13
Holders Change %
-2.63%
% of All Funds
7.63%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
242
Reduced
129
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$251M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$325M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$54.7M
4
FTUS
4
Flow Traders U.S.
New York
$56.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$354M

Top Sellers

1
EI
1
Ellevest Inc
New York
$42.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$212M
3
Bank of America
3
Bank of America
North Carolina
$1.06B
4
PPW
4
Parcion Private Wealth
Washington
$25.7M
5
BlackRock
5
BlackRock
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Chicago Wealth Management
Illinois
– -$348K -4,374 Closed
CPO
502
Cerity Partners OCIO
New York
– -$331K -4,165 Closed
VWM
503
Venturi Wealth Management
Texas
– -$293K -3,689 Closed
Millennium Management
504
Millennium Management
New York
– -$288K -3,629 Closed
PCA
505
Pallas Capital Advisors
Massachusetts
– -$268K -3,470 Closed
SIM
506
Seaview Investment Managers
Florida
– -$263K -3,315 Closed
FCH
507
Freestone Capital Holdings
Washington
– -$260K -3,273 Closed
SWA
508
Stratos Wealth Advisors
Ohio
– -$239K -3,013 Closed
CT
509
Columbia Trust
Oregon
– -$236K -3,005 Closed
SPAS
510
Spectrum Planning & Advisory Services
California
– -$236K -2,971 Closed
WS
511
Wedbush Securities
California
– -$235K -2,961 Closed
MFW
512
Meristem Family Wealth
Minnesota
– -$228K -2,864 Closed
TI
513
tru Independence
Oregon
– -$216K -2,718 Closed
CT
514
Coastline Trust
Rhode Island
– -$214K -2,684 Closed
TCA
515
Transcend Capital Advisors
New Jersey
– -$212K -2,672 Closed
UCFA
516
United Capital Financial Advisors
Texas
– -$212K -2,662 Closed
WC
517
Weil Company
California
– -$207K -2,605 Closed
FCI
518
Financial Counselors Inc
Kansas
– -$207K -2,605 Closed
P
519
Palladiem
Pennsylvania
– -$207K -2,604 Closed
WA
520
WBH Advisory
Maryland
– -$204K -2,570 Closed
AC
521
Arjuna Capital
North Carolina
– -$130K -1,641 Closed
EC
522
Estate Counselors
Wisconsin
– -$106K -1,340 Closed
CWS
523
Confluence Wealth Services
Pennsylvania
– -$68K -868 Closed
SFPG
524
Stonebridge Financial Planning Group
Florida
– -$51K -675 Closed
TCM
525
TD Capital Management
Tennessee
– -$53K -667 Closed
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