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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

561 hedge funds and large institutions have $6.12B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 254 increasing their positions, 166 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+17
Holders Change %
+3.13%
% of All Funds
8.85%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
50
Increased
254
Reduced
166
Closed
29
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$59K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$297M
2
Wells Fargo
Wells Fargo
California
$107M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$438M
4
OMC
Old Mission Capital
Illinois
$24.4M
5
EWA
EP Wealth Advisors
California
$23.9M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$1.24M
2
SR
Swiss Re
Switzerland
$0
3
CFG
Citizens Financial Group
Rhode Island
$27M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$154M
5
Jane Street
Jane Street
New York
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
551
McIlrath & Eck
Washington
$3.65K – – –
TSWM
552
Tyler-Stone Wealth Management
Ohio
$3K +$3K +45 New
CWA
553
Clearview Wealth Advisors
Oregon
$2.63K -$7.8K -107 -75%
BC
554
Barrett & Company
Rhode Island
$1.97K – – –
TAM
555
Tucker Asset Management
Colorado
$1.9K – – –
AFS
556
Annapolis Financial Services
Maryland
$1.68K – – –
GWS
557
Glassman Wealth Services
Virginia
$1.6K +$1.6K +22 New
CA
558
Centerpoint Advisors
Massachusetts
$1K +$583 +7 +140%
HBW
559
Hazlett, Burt & Watson
West Virginia
$1K +$1K +14 New
GEA
560
Glen Eagle Advisors
New Jersey
$365 – – –
FGAM
561
Financial Gravity Asset Management
Texas
$89 +$1 +14 +1%
GI
562
Gradient Investments
Minnesota
$73 – – –
KA
563
Kozak & Associates
Colorado
$73 +$73 +1 New
SR
564
Swiss Re
Switzerland
– -$48.3M -673,000 Closed
Macquarie Group
565
Macquarie Group
Australia
– -$9.75M -135,710 Closed
Susquehanna International Group
566
Susquehanna International Group
Pennsylvania
– -$1.48M -20,657 Closed
UB
567
UMB Bank
Missouri
– -$1.06M -14,810 Closed
NFP
568
NorthLanding Financial Partners
New York
– -$767K -10,675 Closed
MOS
569
MGO One Seven
Ohio
– -$652K -9,077 Closed
MM
570
Main Management
California
– -$618K -8,604 Closed
BF
571
BOK Financial
Oklahoma
– -$514K -7,155 Closed
HPM
572
Hoxton Planning & Management
West Virginia
– -$380K -5,287 Closed
JAG
573
Journey Advisory Group
Kentucky
– -$312K -4,347 Closed
CA
574
Cambridge Associates
Massachusetts
– -$311K -4,329 Closed
YIH
575
Y-Intercept (HK)
Hong Kong
– -$297K -4,134 Closed
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