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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

495 hedge funds and large institutions have $4.76B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 243 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
8.56%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
37
Increased
243
Reduced
137
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
$272M
2
Jane Street
Jane Street
New York
$59.9M
3
Bank of America
Bank of America
North Carolina
$749M
4
PCA
Personal Capital Advisors
California
$345M
5
FC
Fulcrum Capital
Washington
$11.8M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
$344K
2
UBS Group
UBS Group
Switzerland
$103M
3
Citadel Advisors
Citadel Advisors
Florida
$2.83M
4
BlackRock
BlackRock
New York
$115M
5
CFG
Citizens Financial Group
Rhode Island
$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
501
Pure Financial Advisors
California
– -$399K -6,364 Closed
BRWA
502
B. Riley Wealth Advisors
Florida
– -$399K -6,356 Closed
MA
503
Mutual Advisors
Nebraska
– -$396K -6,313 Closed
OBWG
504
Onyx Bridge Wealth Group
New York
– -$365K -5,714 Closed
MWM
505
Modera Wealth Management
New Jersey
– -$293K -4,672 Closed
SW
506
SVB Wealth
Massachusetts
– -$276K -4,400 Closed
SEA
507
Stegent Equity Advisors
Texas
– -$243K -3,872 Closed
WWA
508
WCG Wealth Advisors
Nevada
– -$232K -3,702 Closed
SOAG
509
Silver Oak Advisory Group
Oregon
– -$219K -3,486 Closed
HFA
510
High Falls Advisors
New York
– -$211K -3,359 Closed
CWM
511
Cherrydale Wealth Management
New Jersey
– -$210K -3,350 Closed
PIA
512
Perennial Investment Advisors
California
– -$210K -3,340 Closed
FWI
513
Facet Wealth Inc
Maryland
– -$202K -3,224 Closed
KWM
514
Kingsview Wealth Management
Oregon
– -$201K -3,204 Closed
NL
515
NEPC LLC
Massachusetts
– -$198K -3,150 Closed
CFA
516
CWS Financial Advisors
Michigan
– -$143K -2,276 Closed
CSPIA
517
Cary Street Partners Investment Advisory
Virginia
– -$113K -1,798 Closed
BAM
518
Belpointe Asset Management
Nevada
– -$100K -1,610 Closed
PFS
519
Prospera Financial Services
Texas
– -$96K -1,528 Closed
SIAP
520
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$94K -1,500 Closed
RIM
521
Rockbridge Investment Management
New York
– -$72.7K -1,158 Closed
BMD
522
Better Money Decisions
New Mexico
– -$34K -537 Closed
IHWM
523
Iron Horse Wealth Management
Iowa
– -$22K -355 Closed
CS
524
Credit Suisse
Switzerland
– -$17K -249 Closed
CSWG
525
Cardinal Strategic Wealth Guidance
Kentucky
– -$15K -236 Closed
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