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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

544 hedge funds and large institutions have $5.52B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+49
Holders Change %
+9.9%
% of All Funds
8.78%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
84
Increased
204
Reduced
189
Closed
27
Calls
–
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$26K

Top Buyers

1
SR
1
Swiss Re
Switzerland
$44.2M
2
Jane Street
2
Jane Street
New York
$104M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$36M
4
KAS
4
Kestra Advisory Services
Texas
$28.9M
5
Franklin Resources
5
Franklin Resources
California
$17.9M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$138M
2
BF
2
Brooklyn FI
New York
$769K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$183M
4
UBS Group
4
UBS Group
Switzerland
$102M
5
Macquarie Group
5
Macquarie Group
Australia
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
101
Laird Norton Wetherby Wealth Management
California
$4.09M +$2.91M +44,266 +247%
WWP
102
Waypoint Wealth Partners
California
$4.08M -$397K -6,034 -9%
RJA
103
Raymond James & Associates
Florida
$4.07M -$2.02M -30,739 -33%
Truist Financial
104
Truist Financial
North Carolina
$4.07M +$197K +2,999 +5%
OMC
105
Old Mission Capital
Illinois
$3.96M -$345K -5,242 -8%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$3.93M +$28.9K +405 +0.7%
ACA
107
Affinity Capital Advisors
California
$3.77M -$68.9K -1,048 -2%
AI
108
Accredited Investors
Minnesota
$3.77M +$170K +2,586 +5%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$3.74M +$1.29M +19,628 +53%
TA
110
Tiedemann Advisors
New York
$3.66M +$429K +6,526 +13%
VIA
111
Virtus Investment Advisers
Connecticut
$3.55M – – –
Financial Engines Advisors
112
Financial Engines Advisors
California
$3.52M +$621K +9,440 +21%
P
113
Pitcairn
Pennsylvania
$3.45M +$616K +9,363 +22%
OCM
114
Objective Capital Management
Ohio
$3.4M -$70.9K -1,078 -2%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$3.36M +$2.1M +31,975 +167%
AWS
116
Atria Wealth Solutions
New York
$3.14M +$755K +11,481 +32%
Citadel Advisors
117
Citadel Advisors
Florida
$3.09M -$225K -3,418 -7%
IA
118
IFP Advisors
Florida
$3.05M +$6.28K +93 +0.2%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$3.01M -$753K -11,447 -20%
DAS
120
Dynamic Advisor Solutions
Arizona
$2.9M +$16.3K +248 +0.6%
JFA
121
JNBA Financial Advisors
Minnesota
$2.79M -$40.1K -610 -1%
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.68M -$227K -3,451 -8%
IWM
123
Integris Wealth Management
California
$2.59M +$2.59M +39,363 New
TC
124
Trilogy Capital
California
$2.57M -$131K -1,988 -5%
VCM
125
Vision Capital Management
Oregon
$2.51M +$436K +6,638 +21%
3 4
5
6 7