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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

482 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-13
Holders Change %
-2.63%
% of All Funds
7.63%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
242
Reduced
129
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$251M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$325M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$54.7M
4
FTUS
4
Flow Traders U.S.
New York
$56.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$354M

Top Sellers

1
EI
1
Ellevest Inc
New York
$42.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$212M
3
Bank of America
3
Bank of America
North Carolina
$1.06B
4
PPW
4
Parcion Private Wealth
Washington
$25.7M
5
BlackRock
5
BlackRock
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
101
Baystate Wealth Management
Massachusetts
$4.04M +$270K +3,661 +7%
Allianz Asset Management
102
Allianz Asset Management
Germany
$3.98M -$2.43M -33,000 -38%
SR
103
Swiss Re
Switzerland
$3.94M – – –
OCM
104
Objective Capital Management
Ohio
$3.9M +$442 +6 +0%
MG
105
Mather Group
Illinois
$3.72M +$33.9K +460 +0.9%
BCM
106
Brookstone Capital Management
Illinois
$3.69M +$99.5K +1,376 +3%
CIAS
107
Capital Investment Advisory Services
North Carolina
$3.53M -$147K -1,990 -4%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$3.23M +$114K +1,543 +4%
ACA
109
Affinity Capital Advisors
California
$3.22M -$143K -1,943 -4%
SHJ
110
Sharkey, Howes & Javer
Colorado
$3.18M -$1.67M -22,694 -35%
BWM
111
BigSur Wealth Management
Florida
$3.17M – – –
NEPWA
112
New England Private Wealth Advisors
Massachusetts
$2.98M +$4.28K +58 +0.1%
LNWWM
113
Laird Norton Wetherby Wealth Management
California
$2.97M +$1.32M +17,949 +80%
JFA
114
JNBA Financial Advisors
Minnesota
$2.91M +$268K +3,640 +10%
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.91M +$306K +4,156 +12%
TC
116
Trilogy Capital
California
$2.88M +$671K +9,105 +30%
FAAM
117
First Ascent Asset Management
Colorado
$2.86M +$865K +11,728 +43%
IA
118
IFP Advisors
Florida
$2.85M +$2.61M +38,652 +1,075%
TWM
119
TriaGen Wealth Management
California
$2.78M -$146K -1,979 -5%
PL
120
Plancorp LLC
Missouri
$2.72M +$189K +2,559 +7%
DAS
121
Dynamic Advisor Solutions
Arizona
$2.72M +$473K +6,411 +21%
FA
122
Financial Advisors
Massachusetts
$2.7M -$921K -12,500 -25%
P
123
Pitcairn
Pennsylvania
$2.69M +$676K +9,169 +34%
BEC
124
Blue Edge Capital
Virginia
$2.69M +$215K +2,920 +9%
MWM
125
Mascoma Wealth Management
New Hampshire
$2.6M +$943K +12,786 +57%
3 4
5
6 7