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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 %
TWA
551
Tillar-Wenstrup Advisors
Ohio
– -$633K -9,631 Closed
BP
552
BBR Partners
New York
– -$611K -9,293 Closed
BWM
553
Bulltick Wealth Management
Florida
– -$590K -8,975 Closed
Renaissance Technologies
554
Renaissance Technologies
New York
– -$572K -8,700 Closed
Brown Advisory
555
Brown Advisory
Maryland
– -$509K -7,750 Closed
Massachusetts Financial Services
556
Massachusetts Financial Services
Massachusetts
– -$413K -6,279 Closed
KIA
557
KLR Investment Advisors
Rhode Island
– -$401K -6,106 Closed
RCAG
558
Rehmann Capital Advisory Group
Michigan
– -$316K -4,805 Closed
BBNA
559
Bremer Bank National Association
Minnesota
– -$287K -4,370 Closed
NHFG
560
New Harbor Financial Group
Massachusetts
– -$222K -3,384 Closed
AWC
561
Abundance Wealth Counselors
Pennsylvania
– -$213K -3,233 Closed
CS
562
Comerica Securities
Michigan
– -$122K -1,861 Closed
PIMG
563
Patriot Investment Management Group
Tennessee
– -$118K -1,651 Closed
LFA
564
LGT Financial Advisors
Texas
– -$81K -1,232 Closed
LS
565
Leelyn Smith
Illinois
– -$36.6K -557 Closed
CASC
566
Coppell Advisory Solutions Corp
Texas
– -$31.5K -479 Closed
CAS
567
Coppell Advisory Solutions
Texas
– -$31.5K -479 Closed
LAM
568
Lakewood Asset Management
Illinois
– -$26K -390 Closed
WWP
569
WR Wealth Planners
Missouri
– -$8.02K -122 Closed
IGWM
570
ICA Group Wealth Management
Colorado
– -$6.64K -101 Closed
SIC
571
SJS Investment Consulting
Ohio
– -$5.26K -80 Closed
FMII
572
Farmers & Merchants Investments Inc
Nebraska
– -$3.02K -46 Closed
Optiver Holding
573
Optiver Holding
Netherlands
– -$2K -36 Closed
BCMIO
574
Beacon Capital Management Inc (Ohio)
Ohio
– -$1.78K -27 Closed
MCC
575
Money Concepts Capital
Florida
– -$1.64K -25 Closed
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