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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.

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
1
JPMorgan Chase & Co
New York
$399M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$225M
3
FA
3
Forefront Analytics
Pennsylvania
$19.6M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$170M
5
M&T Bank
5
M&T Bank
New York
$34.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$778M
2
Jane Street
2
Jane Street
New York
$16.3M
3
EWA
3
EP Wealth Advisors
California
$264K
4
Goldman Sachs
4
Goldman Sachs
New York
$113M
5
KAS
5
Kestra Advisory Services
Texas
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$15.3M +$1.02M +14,231 +7%
AIA
52
Ally Invest Advisors
North Carolina
$15.3M -$969K -13,483 -6%
PCIG
53
Partners Capital Investment Group
Massachusetts
$14.6M -$1.1M -15,332 -7%
KAS
54
Kestra Advisory Services
Texas
$14M -$17.6M -245,624 -56%
FNWM
55
Financial Network Wealth Management
Utah
$12.3M +$370K +5,148 +3%
PFM
56
Parsec Financial Management
North Carolina
$12.2M +$54.6K +760 +0.4%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$12.1M -$895K -12,453 -7%
PAS
58
Park Avenue Securities
New York
$11.9M +$1.59M +22,135 +15%
TAIM
59
TD Ameritrade Investment Management
Nebraska
$11.1M -$1.46M -20,296 -12%
WCM
60
Windsor Capital Management
Arizona
$10.8M +$344K +4,795 +3%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$10.7M -$73.5K -1,023 -0.7%
AA
62
Alesco Advisors
New York
$10.2M -$92.3K -1,285 -0.9%
Macquarie Group
63
Macquarie Group
Australia
$9.75M -$3.33M -46,320 -25%
LWP
64
Laurel Wealth Planning
Minnesota
$9.5M +$848K +11,806 +10%
GC
65
Garde Capital
Washington
$9.11M +$45.5K +633 +0.5%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$8.68M +$2.32M +32,239 +36%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$8.56M +$377K +5,248 +5%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$8.46M -$2.62M -36,524 -24%
SHGA
69
Sand Hill Global Advisors
California
$7.88M -$195K -2,715 -2%
TA
70
Tiedemann Advisors
New York
$7.8M +$3.8M +52,882 +95%
EB
71
Eastern Bank
Massachusetts
$7.66M +$2.05M +28,569 +37%
SPIA
72
Steward Partners Investment Advisory
New York
$7.58M +$1.25M +17,371 +20%
REMPR
73
Roof Eidam Maycock Peralta (REMP)
California
$7.55M +$568K +7,900 +8%
BDFN
74
Bond & Devick Financial Network
Minnesota
$7.24M -$297K -4,131 -4%
BWP
75
BSW Wealth Partners
Colorado
$7.2M -$111K -1,539 -2%
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