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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 %
EB
76
Eastern Bank
Massachusetts
$7.7M -$78.2K -1,072 -1%
BDFN
77
Bond & Devick Financial Network
Minnesota
$7.31M -$38.5K -528 -0.5%
Financial Engines Advisors
78
Financial Engines Advisors
California
$7.3M +$963K +13,201 +15%
SRWM
79
Shira Ridge Wealth Management
California
$7.21M +$18.4K +252 +0.3%
Stifel Financial
80
Stifel Financial
Missouri
$7.2M +$390K +5,347 +6%
BWP
81
BSW Wealth Partners
Colorado
$7M -$318K -4,358 -4%
Franklin Resources
82
Franklin Resources
California
$6.97M -$110K -1,512 -2%
HIF
83
Hill Island Financial
Michigan
$6.9M -$204K -2,798 -3%
DL
84
DOHJ LLC
Washington
$6.88M +$786K +10,771 +13%
AC
85
Apella Capital
Connecticut
$6.8M +$6.8M +93,174 New
RJFSA
86
Raymond James Financial Services Advisors
Florida
$6.75M -$231K -3,171 -3%
VIA
87
Virtus Investment Advisers
Connecticut
$6.71M +$2.77M +38,000 +70%
MG
88
Mather Group
Illinois
$6.5M +$665K +9,119 +11%
Mariner
89
Mariner
Kansas
$6.43M +$741K +10,157 +13%
CGL
90
Clarius Group LLC
Washington
$6.24M +$70.3K +964 +1%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$5.77M -$174K -2,382 -3%
NA
92
Nottingham Advisors
New York
$5.77M +$149K +2,047 +3%
DAS
93
Dynamic Advisor Solutions
Arizona
$5.76M +$2.53M +34,739 +79%
SWA
94
SOA Wealth Advisors
New York
$5.75M -$8.9K -122 -0.2%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$5.71M +$555K +7,613 +11%
LNWWM
96
Laird Norton Wetherby Wealth Management
California
$5.6M +$1.46M +20,044 +35%
LGWM
97
Litman Gregory Wealth Management
California
$5.58M +$5.58M +76,557 New
BHB
98
Bank Hapoalim BM
Israel
$5.4M – – –
FAAM
99
First Ascent Asset Management
Colorado
$5.28M +$429K +5,885 +9%
WI
100
WrapManager Inc
California
$5.24M -$338K -4,637 -6%
2 3
4
5 6