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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.

New
Increased
Maintained
Reduced
Closed
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 %
HIF
76
Hill Island Financial
Michigan
$7.11M +$15.7K +215 +0.2%
SRWM
77
Shira Ridge Wealth Management
California
$7.09M +$81.4K +1,133 +1%
Franklin Resources
78
Franklin Resources
California
$6.98M -$12.6M -174,849 -64%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$6.87M -$65.3K -909 -0.9%
Stifel Financial
80
Stifel Financial
Missouri
$6.71M +$118K +1,649 +2%
Financial Engines Advisors
81
Financial Engines Advisors
California
$6.25M +$2.4M +33,454 +63%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$6.17M +$2.5M +34,781 +68%
CGL
83
Clarius Group LLC
Washington
$6.08M +$541K +7,525 +10%
DL
84
DOHJ LLC
Washington
$6M +$3.36M +46,816 +127%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$5.85M +$622K +8,656 +12%
MG
86
Mather Group
Illinois
$5.74M -$132K -1,838 -2%
SWA
87
SOA Wealth Advisors
New York
$5.67M -$216K -3,005 -4%
Mariner
88
Mariner
Kansas
$5.61M +$198K +2,762 +4%
NA
89
Nottingham Advisors
New York
$5.53M -$107K -1,494 -2%
WI
90
WrapManager Inc
California
$5.49M +$247K +3,442 +5%
BHB
91
Bank Hapoalim BM
Israel
$5.32M – – –
OWM
92
Orgel Wealth Management
Wisconsin
$5.16M -$3M -41,742 -37%
BWM
93
Baystate Wealth Management
Massachusetts
$5.09M -$105K -1,468 -2%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$5.07M +$1.12M +15,621 +28%
SAG
95
SageView Advisory Group
California
$5.07M -$225K -3,137 -4%
FAAM
96
First Ascent Asset Management
Colorado
$4.78M +$113K +1,566 +2%
WA
97
Wealth Architects
California
$4.71M +$90.9K +1,266 +2%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$4.47M +$385K +5,358 +9%
Truist Financial
99
Truist Financial
North Carolina
$4.44M -$13.4K -187 -0.3%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$4.32M +$1.04M +14,431 +32%
2 3
4
5 6