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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 %
MIM
526
Macroview Investment Management
Maryland
$5.39K – – –
SIC
527
SJS Investment Consulting
Ohio
$5.26K – – –
KFS
528
Kelly Financial Services
Massachusetts
$4.98K +$393 +6 +9%
TCWA
529
Ten Capital Wealth Advisors
Washington
$3.55K – – –
FCA
530
Fortis Capital Advisors
Kansas
$3.55K +$3.55K +54 New
TFA
531
Toth Financial Advisory
Virginia
$3.44K – – –
ME
532
McIlrath & Eck
Washington
$3.29K – – –
FMII
533
Farmers & Merchants Investments Inc
Nebraska
$3.02K +$197 +3 +7%
ST
534
Smithfield Trust
Pennsylvania
$2K – – –
Optiver Holding
535
Optiver Holding
Netherlands
$2K +$2K +36 New
BC
536
Barrett & Company
Rhode Island
$1.78K – – –
BCMIO
537
Beacon Capital Management Inc (Ohio)
Ohio
$1.78K +$1.78K +27 New
TAM
538
Tucker Asset Management
Colorado
$1.73K +$1.73K +26 New
MCC
539
Money Concepts Capital
Florida
$1.64K – – –
LWANC
540
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.58K – – –
MHR
541
Matthew Hamilton Rosenberg
$986 – – –
SPWM
542
Spartan Planning & Wealth Management
North Carolina
$986 +$789 +12 +400%
BC
543
Burleson & Co
California
$394 +$394 +6 New
GEA
544
Glen Eagle Advisors
New Jersey
$329 – – –
GI
545
Gradient Investments
Minnesota
$66 – – –
CMP
546
Coston McIsaac & Partners
Maine
$17 – +1 +0.4%
HPWM
547
Highland Private Wealth Management
Washington
– -$16.8M -299,885 Closed
CIAS
548
CFS Investment Advisory Services
New Jersey
– -$1K -30,254 Closed
Bank Julius Baer & Co
549
Bank Julius Baer & Co
Switzerland
– -$1.48M -26,276 Closed
GWM
550
GSB Wealth Management
Connecticut
– -$640K -11,410 Closed
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