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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

544 hedge funds and large institutions have $5.52B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+49
Holders Change %
+9.9%
% of All Funds
8.78%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
84
Increased
204
Reduced
189
Closed
27
Calls
–
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$26K

Top Buyers

1
SR
Swiss Re
Switzerland
$44.2M
2
Jane Street
Jane Street
New York
$104M
3
HighTower Advisors
HighTower Advisors
Illinois
$36M
4
KAS
Kestra Advisory Services
Texas
$28.9M
5
Franklin Resources
Franklin Resources
California
$17.9M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$138M
2
BF
Brooklyn FI
New York
$769K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
4
UBS Group
UBS Group
Switzerland
$102M
5
Macquarie Group
Macquarie Group
Australia
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
501
Rise Advisors
New York
$27K +$132 +2 +0.5%
GWM
502
Geneos Wealth Management
Colorado
$27K +$2.3K +35 +9%
GWSA
503
Global Wealth Strategies & Associates
Colorado
$26.5K +$26.5K +403 New
LAM
504
Lakewood Asset Management
Illinois
$26K +$26K +390 New
ACA
505
Aptus Capital Advisors
Alabama
$24.7K -$112K -1,701 -82%
4FG
506
4Thought Financial Group
New York
$24K -$1.85K -28 -7%
IHWM
507
Iron Horse Wealth Management
Iowa
$24K +$24K +360 New
TWP
508
TFO Wealth Partners
Ohio
$22.1K +$22.1K +261 New
BWL
509
Bogart Wealth LLC
Virginia
$21.8K – – –
HIA
510
Harbor Investment Advisory
Maryland
$21.3K +$4.6K +70 +28%
TIM
511
Tortoise Investment Management
New York
$19.1K +$15.1K +230 +377%
AWM
512
Aspire Wealth Management
Massachusetts
$15.1K – – –
Bessemer Group
513
Bessemer Group
New Jersey
$15K -$67.8K -1,035 -82%
DI
514
Disciplined Investments
Oklahoma
$14.5K – – –
CFO
515
CVA Family Office
Colorado
$14.4K +$14.4K +219 New
CSWM
516
Cassady Schiller Wealth Management
Ohio
$14.1K +$14.1K +215 New
CA
517
Crewe Advisors
Utah
$12.5K – – –
HR
518
Howe & Rusling
New York
$10.4K +$66 +1 +0.6%
CWA
519
Clearview Wealth Advisors
Oregon
$8.71K -$12.3K -186 -58%
LFG
520
Larson Financial Group
Missouri
$8.62K +$5.93K +90 +220%
RP
521
Rice Partnership
Hawaii
$8.28K +$789 +12 +11%
WWP
522
WR Wealth Planners
Missouri
$8.02K +$8.02K +122 New
APC
523
Aspire Private Capital
North Carolina
$7.03K -$4.08K -62 -37%
GFPC
524
Global Financial Private Client
Florida
$6.9K – – –
IGWM
525
ICA Group Wealth Management
Colorado
$6.64K +$6.64K +101 New
19 20
21
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