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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

495 hedge funds and large institutions have $4.76B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 243 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
8.56%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
37
Increased
243
Reduced
137
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$272M
2
Jane Street
2
Jane Street
New York
$59.9M
3
Bank of America
3
Bank of America
North Carolina
$749M
4
PCA
4
Personal Capital Advisors
California
$345M
5
FC
5
Fulcrum Capital
Washington
$11.8M

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$344K
2
UBS Group
2
UBS Group
Switzerland
$103M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.83M
4
BlackRock
4
BlackRock
New York
$115M
5
CFG
5
Citizens Financial Group
Rhode Island
$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Mission Wealth Management
California
$12.4M +$4.31M +76,853 +53%
LSAG
52
Lake Street Advisors Group
New Hampshire
$12.3M +$1.64M +29,136 +15%
PCIG
53
Partners Capital Investment Group
Massachusetts
$12.3M -$270K -4,807 -2%
I
54
IMPACTfolio
Colorado
$12.2M -$3.12M -55,653 -20%
EWM
55
Empirical Wealth Management
Washington
$11.8M +$3.1M +55,320 +36%
FC
56
Fulcrum Capital
Washington
$11.8M +$11.8M +209,525 New
TAIM
57
TD Ameritrade Investment Management
Nebraska
$11M +$473K +8,421 +5%
KAS
58
Kestra Advisory Services
Texas
$10.5M -$544K -9,691 -5%
HighTower Advisors
59
HighTower Advisors
Illinois
$10.4M +$506K +9,012 +5%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$9.81M +$1.19M +21,178 +14%
PFM
61
Parsec Financial Management
North Carolina
$9.6M +$369K +6,577 +4%
FNWM
62
Financial Network Wealth Management
Utah
$9.32M +$751K +13,384 +9%
WCM
63
Windsor Capital Management
Arizona
$8.28M +$542K +9,663 +7%
AA
64
Alesco Advisors
New York
$8.21M +$78.6K +1,400 +1%
PAS
65
Park Avenue Securities
New York
$8.09M +$601K +10,712 +8%
SWA
66
SOA Wealth Advisors
New York
$7.57M +$309K +5,501 +4%
5L
67
55I LLC
Massachusetts
$6.7M +$200K +3,556 +3%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$6.45M -$491K -8,744 -7%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$6.36M +$931K +16,581 +17%
GC
70
Garde Capital
Washington
$6.25M +$864K +15,399 +16%
LWP
71
Laurel Wealth Planning
Minnesota
$6.04M +$243K +4,335 +4%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$5.84M +$703K +12,518 +14%
BDFN
73
Bond & Devick Financial Network
Minnesota
$5.8M +$387K +6,898 +7%
REMPR
74
Roof Eidam Maycock Peralta (REMP)
California
$5.78M +$16.1K +286 +0.3%
HIF
75
Hill Island Financial
Michigan
$5.4M +$119K +2,116 +2%
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3
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