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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 %
Franklin Resources
76
Franklin Resources
California
$5.3M +$478K +8,519 +10%
RJA
77
Raymond James & Associates
Florida
$5.2M +$56.4K +1,004 +1%
SHGA
78
Sand Hill Global Advisors
California
$5.14M -$127K -2,268 -2%
Stifel Financial
79
Stifel Financial
Missouri
$5.07M -$678K -12,073 -12%
SPIA
80
Steward Partners Investment Advisory
New York
$4.67M -$367K -6,542 -7%
NA
81
Nottingham Advisors
New York
$4.66M -$705K -12,555 -13%
LGWM
82
Litman Gregory Wealth Management
California
$4.63M +$804K +14,318 +21%
EB
83
Eastern Bank
Massachusetts
$4.39M +$182K +3,250 +4%
AllianceBernstein
84
AllianceBernstein
Tennessee
$4.22M -$916K -16,321 -18%
WI
85
WrapManager Inc
California
$4.2M -$46.3K -825 -1%
BHB
86
Bank Hapoalim BM
Israel
$4.15M – – –
RJFSA
87
Raymond James Financial Services Advisors
Florida
$4.15M -$269K -4,798 -6%
MG
88
Mather Group
Illinois
$4.03M +$1.12M +20,033 +39%
FTUS
89
Flow Traders U.S.
New York
$4M -$1.6M -28,594 -29%
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$3.89M +$272K +4,841 +8%
AC
91
Apella Capital
Connecticut
$3.87M +$502K +8,938 +15%
WWP
92
Waypoint Wealth Partners
California
$3.82M -$3.36M -59,910 -47%
BWM
93
Baystate Wealth Management
Massachusetts
$3.76M +$161K +2,875 +4%
WA
94
Wealth Architects
California
$3.74M +$1.97M +35,013 +111%
OMC
95
Old Mission Capital
Illinois
$3.67M -$655K -11,667 -15%
FAAM
96
First Ascent Asset Management
Colorado
$3.62M +$681K +12,131 +23%
Truist Financial
97
Truist Financial
North Carolina
$3.31M -$259K -4,610 -7%
ACA
98
Affinity Capital Advisors
California
$3.28M +$91K +1,622 +3%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$3.21M -$650K -11,589 -17%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$3.12M +$698K +12,236 +29%
2 3
4
5 6