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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

495 hedge funds and large institutions have $4.76B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 243 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
8.56%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
37
Increased
243
Reduced
137
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$272M
2
Jane Street
2
Jane Street
New York
$59.9M
3
Bank of America
3
Bank of America
North Carolina
$749M
4
PCA
4
Personal Capital Advisors
California
$345M
5
FC
5
Fulcrum Capital
Washington
$11.8M

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$344K
2
UBS Group
2
UBS Group
Switzerland
$103M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.83M
4
BlackRock
4
BlackRock
New York
$115M
5
CFG
5
Citizens Financial Group
Rhode Island
$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
101
Accredited Investors
Minnesota
$3.07M +$291K +5,181 +10%
IA
102
IFP Advisors
Florida
$3.04M +$193K +2,856 +7%
VIA
103
Virtus Investment Advisers
Connecticut
$3.03M +$3.03M +53,959 New
PL
104
Plancorp LLC
Missouri
$2.99M +$1.51M +26,909 +102%
OCM
105
Objective Capital Management
Ohio
$2.96M -$6.96K -124 -0.2%
Citadel Advisors
106
Citadel Advisors
Florida
$2.83M -$17.3M -308,030 -86%
TA
107
Tiedemann Advisors
New York
$2.76M +$314K +5,601 +13%
CGL
108
Clarius Group LLC
Washington
$2.48M -$805K -14,336 -24%
CCWA
109
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.48M +$228K +4,061 +10%
Financial Engines Advisors
110
Financial Engines Advisors
California
$2.47M +$485K +8,646 +24%
DAS
111
Dynamic Advisor Solutions
Arizona
$2.46M +$349K +6,224 +17%
P
112
Pitcairn
Pennsylvania
$2.42M +$21.2K +378 +0.9%
BWM
113
BigSur Wealth Management
Florida
$2.41M – – –
JFA
114
JNBA Financial Advisors
Minnesota
$2.41M +$18.4K +327 +0.8%
OBWP
115
O'Brien Wealth Partners
Massachusetts
$2.41M +$2.2M +39,128 +1,037%
OWA
116
One Wealth Advisors
California
$2.38M -$212K -3,785 -8%
TC
117
Trilogy Capital
California
$2.3M +$67.2K +1,197 +3%
PA
118
Parkside Advisors
California
$2.27M +$322K +5,731 +17%
Mariner
119
Mariner
Kansas
$2.27M +$847K +15,095 +60%
QC
120
Quent Capital
New York
$2.11M +$346K +6,166 +20%
Jones Financial Companies
121
Jones Financial Companies
Missouri
$2.09M +$559K +9,955 +36%
BFG
122
Baron Financial Group
New Jersey
$2.08M +$64K +1,140 +3%
MWM
123
Mascoma Wealth Management
New Hampshire
$2.07M +$84.8K +1,511 +4%
AWS
124
Atria Wealth Solutions
New York
$2.04M +$102K +1,819 +5%
MCWS
125
McKinley Carter Wealth Services
West Virginia
$2.03M +$101K +1,805 +5%
3 4
5
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