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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

553 hedge funds and large institutions have $5.7B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 223 increasing their positions, 188 reducing their positions, and 33 closing their positions.

Holders
553
Holders Change
-8
Holders Change %
-1.43%
% of All Funds
8.82%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
32
Increased
223
Reduced
188
Closed
33
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$38K

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$25.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$15.7M
3
Ameriprise
3
Ameriprise
Minnesota
$132M
4
Northern Trust
4
Northern Trust
Illinois
$290M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$14.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$158M
3
OMC
3
Old Mission Capital
Illinois
$3.47M
4
BlackRock
4
BlackRock
New York
$122M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$15.7M +$13.8M +199,550 +726%
KAS
52
Kestra Advisory Services
Texas
$15.7M +$1.37M +19,875 +10%
KeyBank National Association
53
KeyBank National Association
Ohio
$15.6M -$423K -6,114 -3%
AIA
54
Ally Invest Advisors
North Carolina
$15.5M +$555K +8,030 +4%
PCIG
55
Partners Capital Investment Group
Massachusetts
$15.2M – – –
TA
56
Tiedemann Advisors
New York
$14.7M +$2.45M +35,433 +20%
PO
57
Private Ocean
California
$14.7M -$3.44M -49,783 -19%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$14.3M +$8.85M +128,076 +164%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$12.7M -$493K -7,125 -4%
MWM
60
Modera Wealth Management
New Jersey
$12.3M -$30.7K -444 -0.2%
RW
61
RVW Wealth
California
$11.9M -$1.53M -22,193 -11%
Osaic Holdings
62
Osaic Holdings
Arizona
$11.8M -$954K -13,789 -7%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$11.6M +$826K +11,947 +8%
FNWM
64
Financial Network Wealth Management
Utah
$11.1M +$1.26M +18,499 +13%
WCM
65
Windsor Capital Management
Arizona
$10.8M +$281K +4,072 +3%
AA
66
Alesco Advisors
New York
$9.31M +$48.7K +705 +0.5%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$9.2M +$316K +4,568 +4%
SPIA
68
Steward Partners Investment Advisory
New York
$8.62M +$643K +9,308 +8%
LWP
69
Laurel Wealth Planning
Minnesota
$8.51M +$135K +1,960 +2%
GC
70
Garde Capital
Washington
$8.03M -$939K -13,587 -10%
PAS
71
Park Avenue Securities
New York
$8.02M -$3.52M -50,931 -31%
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$7.98M +$201K +2,911 +3%
REMPR
73
Roof Eidam Maycock Peralta (REMP)
California
$7.91M +$360K +5,207 +5%
Financial Engines Advisors
74
Financial Engines Advisors
California
$7.73M +$808K +11,687 +12%
MG
75
Mather Group
Illinois
$7.72M +$1.56M +22,627 +25%
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