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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

544 hedge funds and large institutions have $5.52B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+49
Holders Change %
+9.9%
% of All Funds
8.78%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
84
Increased
204
Reduced
189
Closed
27
Calls
–
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$26K

Top Buyers

1
SR
1
Swiss Re
Switzerland
$44.2M
2
Jane Street
2
Jane Street
New York
$104M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$36M
4
KAS
4
Kestra Advisory Services
Texas
$28.9M
5
Franklin Resources
5
Franklin Resources
California
$17.9M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$138M
2
BF
2
Brooklyn FI
New York
$769K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$183M
4
UBS Group
4
UBS Group
Switzerland
$102M
5
Macquarie Group
5
Macquarie Group
Australia
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
REMPR
76
Roof Eidam Maycock Peralta (REMP)
California
$6.39M -$376K -5,725 -6%
HIF
77
Hill Island Financial
Michigan
$6.39M +$72.1K +1,096 +1%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$6.39M -$10.5M -159,632 -62%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$6.35M +$1.49M +22,598 +31%
Stifel Financial
80
Stifel Financial
Missouri
$6.03M +$84.2K +1,281 +1%
FFBTD
81
First Financial Bank - Trust Division
Ohio
$5.9M +$4.87M +74,056 +472%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$5.83M -$1.01M -15,329 -15%
SPIA
83
Steward Partners Investment Advisory
New York
$5.79M +$326K +4,957 +6%
AC
84
Apella Capital
Connecticut
$5.61M +$1.08M +16,404 +24%
SWA
85
SOA Wealth Advisors
New York
$5.39M -$3.48M -52,883 -39%
MG
86
Mather Group
Illinois
$5.38M +$652K +9,917 +14%
NA
87
Nottingham Advisors
New York
$5.16M -$297K -4,516 -5%
LGWM
88
Litman Gregory Wealth Management
California
$5.14M -$281K -4,270 -5%
EB
89
Eastern Bank
Massachusetts
$5.13M -$7.76K -118 -0.2%
CGL
90
Clarius Group LLC
Washington
$5.07M +$2.16M +32,870 +74%
Mariner
91
Mariner
Kansas
$4.95M +$2.29M +34,842 +86%
BHB
92
Bank Hapoalim BM
Israel
$4.87M – – –
SAG
93
SageView Advisory Group
California
$4.84M +$4.84M +73,652 New
WI
94
WrapManager Inc
California
$4.8M -$112K -1,706 -2%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$4.79M +$2.62M +39,900 +121%
BWM
96
Baystate Wealth Management
Massachusetts
$4.75M +$348K +5,297 +8%
FAAM
97
First Ascent Asset Management
Colorado
$4.27M +$28.6K +435 +0.7%
WA
98
Wealth Architects
California
$4.22M -$153K -2,333 -4%
PI
99
PFS Investments
Georgia
$4.22M +$655K +9,969 +18%
NA
100
NewEdge Advisors
Louisiana
$4.22M +$3.68M +56,286 +687%
2 3
4
5 6