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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

544 hedge funds and large institutions have $5.69B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 227 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
–
Holders Change %
0%
% of All Funds
8.71%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
47
Increased
227
Reduced
179
Closed
33
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$33K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$399M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$225M
3
FA
3
Forefront Analytics
Pennsylvania
$19.6M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$170M
5
M&T Bank
5
M&T Bank
New York
$34.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$778M
2
Jane Street
2
Jane Street
New York
$16.3M
3
EWA
3
EP Wealth Advisors
California
$264K
4
Goldman Sachs
4
Goldman Sachs
New York
$113M
5
KAS
5
Kestra Advisory Services
Texas
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$4.29M -$342K -4,761 -7%
AI
102
Accredited Investors
Minnesota
$4.18M +$66.4K +924 +2%
OCM
103
One Capital Management
California
$4.18M +$2.52M +35,082 +152%
LNWWM
104
Laird Norton Wetherby Wealth Management
California
$4.08M -$389K -5,411 -9%
AWS
105
Atria Wealth Solutions
New York
$3.89M +$457K +6,367 +13%
SC
106
Savant Capital
Illinois
$3.88M +$1.25M +17,347 +47%
P
107
Pitcairn
Pennsylvania
$3.88M +$112K +1,564 +3%
VIA
108
Virtus Investment Advisers
Connecticut
$3.88M – – –
FFBTD
109
First Financial Bank - Trust Division
Ohio
$3.81M -$2.64M -36,720 -41%
PI
110
PFS Investments
Georgia
$3.76M -$883K -12,221 -19%
OCM
111
Objective Capital Management
Ohio
$3.66M -$51.6K -718 -1%
ACA
112
Affinity Capital Advisors
California
$3.45M -$669K -9,310 -16%
JFA
113
JNBA Financial Advisors
Minnesota
$3.19M +$147K +2,046 +5%
CCWA
114
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.19M +$262K +3,653 +9%
DAS
115
Dynamic Advisor Solutions
Arizona
$3.18M +$10.9K +152 +0.3%
WWP
116
Waypoint Wealth Partners
California
$3.07M -$1.38M -19,275 -31%
IWM
117
Integris Wealth Management
California
$3.05M +$224K +3,124 +8%
OWA
118
One Wealth Advisors
California
$3.02M +$322K +4,480 +12%
IWC
119
Integrated Wealth Concepts
Massachusetts
$2.94M +$880K +12,244 +43%
TC
120
Trilogy Capital
California
$2.85M +$48.9K +681 +2%
RJA
121
Raymond James & Associates
Florida
$2.81M -$1.65M -22,899 -37%
PL
122
Plancorp LLC
Missouri
$2.75M +$56K +780 +2%
BFG
123
Baron Financial Group
New Jersey
$2.73M +$37.7K +525 +1%
ASN
124
Advisory Services Network
Georgia
$2.72M +$1.06M +14,757 +64%
MCWS
125
McKinley Carter Wealth Services
West Virginia
$2.7M +$101K +1,403 +4%
3 4
5
6 7