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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

544 hedge funds and large institutions have $5.69B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 227 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
–
Holders Change %
0%
% of All Funds
8.71%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
47
Increased
227
Reduced
179
Closed
33
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$33K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$399M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$225M
3
FA
Forefront Analytics
Pennsylvania
$19.6M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$170M
5
M&T Bank
M&T Bank
New York
$34.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$778M
2
Jane Street
Jane Street
New York
$16.3M
3
EWA
EP Wealth Advisors
California
$264K
4
Goldman Sachs
Goldman Sachs
New York
$113M
5
KAS
Kestra Advisory Services
Texas
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWG
501
Summit Wealth Group
Vermont
$36K +$35.5K +2,516,838 +6,964%
FWP
502
FAS Wealth Partners
Kansas
$35.1K -$1.65K -23 -5%
MAWA
503
Moss Adams Wealth Advisors
Washington
$33.4K -$26.8K -373 -45%
M
504
MOTCO
Texas
$32K – – –
AIP
505
Ameritas Investment Partners
Nebraska
$31.3K – – –
AAS
506
Ameritas Advisory Services
Nebraska
$30.9K +$30.9K +417 New
RA
507
Rise Advisors
New York
$29.6K – – –
GWM
508
Geneos Wealth Management
Colorado
$29.5K – – –
GWSA
509
Global Wealth Strategies & Associates
Colorado
$29K – – –
IHWM
510
Iron Horse Wealth Management
Iowa
$25.9K – – –
4FG
511
4Thought Financial Group
New York
$25.2K -$935 -13 -4%
GWSG
512
GPS Wealth Strategies Group
Colorado
$25.1K +$25.1K +349 New
HIA
513
Harbor Investment Advisory
Maryland
$22.1K -$1.22K -17 -5%
BONH
514
Bank of New Hampshire
New Hampshire
$21.2K -$26.2K -365 -55%
CMP
515
Coston McIsaac & Partners
Maine
$19K – – –
TIM
516
Tortoise Investment Management
New York
$18.8K -$2.16K -30 -10%
LFG
517
Larson Financial Group
Missouri
$17.2K +$7.77K +108 +82%
AWM
518
Aspire Wealth Management
Massachusetts
$16.5K – – –
DI
519
Disciplined Investments
Oklahoma
$15.8K – – –
CFO
520
CVA Family Office
Colorado
$15.7K – – –
CSWM
521
Cassady Schiller Wealth Management
Ohio
$15.4K – – –
YAL
522
Your Advocates Ltd
Texas
$15K -$17.8K -248 -54%
CA
523
Crewe Advisors
Utah
$13.7K – – –
HR
524
Howe & Rusling
New York
$11.7K +$287 +4 +3%
RP
525
Rice Partnership
Hawaii
$10.3K +$1.29K +18 +14%
19 20
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