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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

498 hedge funds and large institutions have $5.23B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 251 increasing their positions, 137 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+16
Holders Change %
+3.32%
% of All Funds
8.42%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.36%
New
52
Increased
251
Reduced
137
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
$268M
2
Ameriprise
Ameriprise
Minnesota
$99.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$310M
4
EI
Ellevest Inc
New York
$38.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$202M

Top Sellers

1
BF
Brooklyn FI
New York
$841K
2
Jane Street
Jane Street
New York
$35.7M
3
Bank of America
Bank of America
North Carolina
$816M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$229M
5
FTUS
Flow Traders U.S.
New York
$6.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
501
GGM Wealth Advisors
Maryland
– -$573K -7,960 Closed
CWM
502
Congress Wealth Management
Massachusetts
– -$565K -7,651 Closed
SHWM
503
Silicon Hills Wealth Management
Texas
– -$531K -7,202 Closed
CG
504
Colony Group
Massachusetts
– -$322K -4,371 Closed
RA
505
RFG Advisory
Alabama
– -$313K -4,248 Closed
SPL
506
Smart Portfolios LLC
Washington
– -$252K -3,421 Closed
NL
507
NWAM LLC
Washington
– -$244K -3,313 Closed
JF
508
JSF Financial
California
– -$240K -3,256 Closed
EWS
509
Evergreen Wealth Solutions
Pennsylvania
– -$232K -3,150 Closed
RMC
510
Regis Management Company
California
– -$227K -3,075 Closed
GVAG
511
Great Valley Advisor Group
Delaware
– -$241K -3,033 Closed
MYIA
512
Mount Yale Investment Advisors
Colorado
– -$218K -2,956 Closed
PCG
513
Private Capital Group
Connecticut
– -$215K -2,911 Closed
LWA
514
LWS Wealth Advisors
New Jersey
– -$214K -2,899 Closed
AWM
515
Aries Wealth Management
Maine
– -$213K -2,892 Closed
OIA
516
OneDigital Investment Advisors
Kansas
– -$212K -2,875 Closed
CAM
517
Cresset Asset Management
Illinois
– -$210K -2,848 Closed
FA
518
Forefront Analytics
Pennsylvania
– -$208K -2,833 Closed
BOH
519
Bank of Hawaii
Hawaii
– -$208K -2,820 Closed
BBA
520
BLB&B Advisors
Pennsylvania
– -$206K -2,800 Closed
RRA
521
Round Rock Advisors
Connecticut
– -$202K -2,741 Closed
TWM
522
Tradition Wealth Management
Minnesota
– -$129K -1,756 Closed
TRCT
523
Tower Research Capital (TRC)
New York
– -$100K -1,352 Closed
CPFP
524
Clear Perspectives Financial Planning
Ohio
– -$58K -780 Closed
RDFA
525
Ritter Daniher Financial Advisory
Ohio
– -$55K -744 Closed
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