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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

482 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-13
Holders Change %
-2.63%
% of All Funds
7.63%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
242
Reduced
129
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$251M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$325M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$54.7M
4
FTUS
4
Flow Traders U.S.
New York
$56.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$354M

Top Sellers

1
EI
1
Ellevest Inc
New York
$42.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$212M
3
Bank of America
3
Bank of America
North Carolina
$1.06B
4
PPW
4
Parcion Private Wealth
Washington
$25.7M
5
BlackRock
5
BlackRock
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNW
51
High Note Wealth
Minnesota
$18.4M -$3M -40,632 -14%
Citadel Advisors
52
Citadel Advisors
Florida
$17.3M +$1.14M +15,505 +7%
MD
53
Money Design
Japan
$15.6M +$13.2M +178,411 +531%
PCIG
54
Partners Capital Investment Group
Massachusetts
$15M – – –
TAIM
55
TD Ameritrade Investment Management
Nebraska
$14.6M -$431K -5,850 -3%
AIA
56
Ally Invest Advisors
North Carolina
$14.1M +$1.79M +24,215 +15%
EWM
57
Empirical Wealth Management
Washington
$13.1M +$1.55M +21,060 +14%
PFM
58
Parsec Financial Management
North Carolina
$12.5M +$1.3M +17,676 +12%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$12M +$1.34M +18,215 +13%
LSAG
60
Lake Street Advisors Group
New Hampshire
$11.8M +$2.18M +29,616 +23%
KAS
61
Kestra Advisory Services
Texas
$11.1M +$833K +11,294 +8%
MWM
62
Mission Wealth Management
California
$9.9M +$2.78M +37,700 +39%
OMC
63
Old Mission Capital
Illinois
$9.86M +$1.57M +21,260 +19%
AA
64
Alesco Advisors
New York
$9.8M +$554K +7,513 +6%
WCM
65
Windsor Capital Management
Arizona
$9.74M +$425K +5,761 +5%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$9.69M +$913K +12,381 +10%
FNWM
67
Financial Network Wealth Management
Utah
$9.51M +$1.25M +17,019 +15%
Truist Financial
68
Truist Financial
North Carolina
$9.34M -$1.22M -16,517 -12%
SWA
69
SOA Wealth Advisors
New York
$8.69M -$166K -2,252 -2%
PAS
70
Park Avenue Securities
New York
$8.55M -$4.62M -62,647 -35%
GC
71
Garde Capital
Washington
$8.12M +$4.2M +56,972 +107%
NA
72
Nottingham Advisors
New York
$7.74M +$761K +10,325 +11%
REMPR
73
Roof Eidam Maycock Peralta (REMP)
California
$7.49M -$332K -4,505 -4%
LWP
74
Laurel Wealth Planning
Minnesota
$7.3M +$3.21M +43,477 +78%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$7.26M +$443K +6,010 +7%
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