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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 %
SHGA
76
Sand Hill Global Advisors
California
$7.62M +$142K +2,054 +2%
Citadel Advisors
77
Citadel Advisors
Florida
$7.37M +$4.17M +60,357 +131%
EB
78
Eastern Bank
Massachusetts
$7.09M -$209K -3,018 -3%
Stifel Financial
79
Stifel Financial
Missouri
$7.03M +$212K +3,070 +3%
BDFN
80
Bond & Devick Financial Network
Minnesota
$6.98M +$52.3K +757 +0.8%
Mariner
81
Mariner
Kansas
$6.97M +$870K +12,590 +14%
SRWM
82
Shira Ridge Wealth Management
California
$6.94M +$108K +1,563 +2%
Franklin Resources
83
Franklin Resources
California
$6.83M +$219K +3,167 +3%
AC
84
Apella Capital
Connecticut
$6.62M +$180K +2,607 +3%
HIF
85
Hill Island Financial
Michigan
$6.52M -$25.2K -365 -0.4%
BWP
86
BSW Wealth Partners
Colorado
$6.37M -$259K -3,750 -4%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$6.18M -$219K -3,168 -3%
DL
88
DOHJ LLC
Washington
$6.07M -$356K -5,220 -6%
FAAM
89
First Ascent Asset Management
Colorado
$5.91M +$908K +13,135 +18%
Jane Street
90
Jane Street
New York
$5.78M +$2M +28,898 +53%
LGWM
91
Litman Gregory Wealth Management
California
$5.74M +$444K +6,426 +8%
VIA
92
Virtus Investment Advisers
Connecticut
$5.64M -$718K -10,391 -11%
SWA
93
SOA Wealth Advisors
New York
$5.51M +$66.8K +966 +1%
DAS
94
Dynamic Advisor Solutions
Arizona
$5.44M -$14.6K -211 -0.3%
NA
95
Nottingham Advisors
New York
$5.43M -$31.8K -460 -0.6%
CGL
96
Clarius Group LLC
Washington
$5.43M -$485K -7,009 -8%
FEG
97
Fund Evaluation Group
Ohio
$5.37M +$5.37M +77,706 New
Jones Financial Companies
98
Jones Financial Companies
Missouri
$5.17M +$418K +6,052 +9%
WI
99
WrapManager Inc
California
$5.04M +$71.6K +1,036 +1%
WA
100
Wealth Architects
California
$5.01M +$161K +2,334 +3%
2 3
4
5 6