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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.

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

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.24M
2
SR
2
Swiss Re
Switzerland
$0
3
CFG
3
Citizens Financial Group
Rhode Island
$27M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$154M
5
Jane Street
5
Jane Street
New York
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
51
KeyBank National Association
Ohio
$16.9M +$61.9K +849 +0.4%
PCIG
52
Partners Capital Investment Group
Massachusetts
$16.1M +$1.24M +17,043 +8%
AIA
53
Ally Invest Advisors
North Carolina
$15.8M +$247K +3,385 +2%
KAS
54
Kestra Advisory Services
Texas
$15.1M +$870K +11,928 +6%
RW
55
RVW Wealth
California
$14.2M -$6.29M -86,226 -31%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$13.9M +$1.61M +22,044 +13%
Osaic Holdings
57
Osaic Holdings
Arizona
$13.4M -$2.11M -28,959 -14%
MWM
58
Modera Wealth Management
New Jersey
$13M +$13M +178,516 New
TA
59
Tiedemann Advisors
New York
$12.9M +$4.99M +68,388 +63%
PAS
60
Park Avenue Securities
New York
$12.2M +$104K +1,431 +0.9%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$11.4M +$5.13M +70,275 +82%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$11.3M +$423K +5,797 +4%
WCM
63
Windsor Capital Management
Arizona
$11.1M +$170K +2,332 +2%
FNWM
64
Financial Network Wealth Management
Utah
$10.8M -$1.95M -26,071 -15%
MWM
65
Merriman Wealth Management
Washington
$10.7M +$10.7M +146,741 New
TAIM
66
TD Ameritrade Investment Management
Nebraska
$10.1M -$1.18M -16,173 -10%
AA
67
Alesco Advisors
New York
$9.77M -$565K -7,749 -5%
GC
68
Garde Capital
Washington
$9.47M +$214K +2,933 +2%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$9.38M +$684K +9,373 +8%
LWP
70
Laurel Wealth Planning
Minnesota
$8.84M -$810K -11,100 -8%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$8.6M -$218K -2,985 -2%
SPIA
72
Steward Partners Investment Advisory
New York
$8.42M +$725K +9,944 +9%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$8.21M -$385K -5,279 -4%
REMPR
74
Roof Eidam Maycock Peralta (REMP)
California
$7.96M +$296K +4,060 +4%
SHGA
75
Sand Hill Global Advisors
California
$7.89M -$107K -1,464 -1%
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