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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

553 hedge funds and large institutions have $5.7B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 223 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-8
Holders Change %
-1.43%
% of All Funds
8.82%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
32
Increased
223
Reduced
188
Closed
33
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$38K

Top Buyers

1
EWA
EP Wealth Advisors
California
$25.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$15.7M
3
Ameriprise
Ameriprise
Minnesota
$132M
4
Northern Trust
Northern Trust
Illinois
$290M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$158M
3
OMC
Old Mission Capital
Illinois
$3.47M
4
BlackRock
BlackRock
New York
$122M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
526
Ameritas Investment Partners
Nebraska
$12.8K – – –
OP
527
ORG Partners
Indiana
$12.8K -$12K -174 -48%
HR
528
Howe & Rusling
New York
$12.7K +$690 +10 +6%
FCA
529
FinTrust Capital Advisors
South Carolina
$11.6K -$96.6K -1,397 -89%
BFEC
530
Benjamin F. Edwards & Company
Missouri
$11K +$11K +155 New
RP
531
Rice Partnership
Hawaii
$9.75K – – –
LOIP
532
Live Oak Investment Partners
Texas
$8.71K -$110K – –
GFPC
533
Global Financial Private Client
Florida
$8.17K – – –
RWM
534
Ruedi Wealth Management
Illinois
$7.52K -$69 -1 -0.9%
ME
535
McIlrath & Eck
Washington
$7.19K +$3.73K +54 +108%
TWP
536
TFO Wealth Partners
Ohio
$6.56K – – –
CTWM
537
Cherry Tree Wealth Management
Minnesota
$6.15K – – –
KFS
538
Kelly Financial Services
Massachusetts
$5.74K -$2.77K -40 -33%
MIM
539
Macroview Investment Management
Maryland
$5.67K – – –
APC
540
Aspire Private Capital
North Carolina
$5.32K -$3.46K -50 -39%
TRCT
541
Tower Research Capital (TRC)
New York
$4.7K +$4.7K +68 New
CSWM
542
Cassady Schiller Wealth Management
Ohio
$4.63K – – –
HL
543
HeadInvest LLC
Maine
$3.07K +$3.07K +45 New
TSWM
544
Tyler-Stone Wealth Management
Ohio
$3K – – –
Optiver Holding
545
Optiver Holding
Netherlands
$2.83K +$2.83K +41 New
PA
546
PSI Advisors
Florida
$2.77K +$2.77K +40 New
BC
547
Barrett & Company
Rhode Island
$1.87K – – –
TAM
548
Tucker Asset Management
Colorado
$1.8K – – –
DJSG
549
D.J. St. Germain
Massachusetts
$1.11K +$1.11K +16 New
BWS
550
Buck Wealth Strategies
Colorado
$1.04K +$1.04K +15 New
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