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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

561 hedge funds and large institutions have $6.12B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 254 increasing their positions, 166 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+17
Holders Change %
+3.13%
% of All Funds
8.85%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
50
Increased
254
Reduced
166
Closed
29
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$59K

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$297M
2
Wells Fargo
2
Wells Fargo
California
$107M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$438M
4
OMC
4
Old Mission Capital
Illinois
$24.4M
5
EWA
5
EP Wealth Advisors
California
$23.9M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$1.24M
2
SR
2
Swiss Re
Switzerland
$0
3
CFG
3
Citizens Financial Group
Rhode Island
$27M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$154M
5
Jane Street
5
Jane Street
New York
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
101
Orgel Wealth Management
Wisconsin
$5.24M -$1.17K -16 -0%
WA
102
Wealth Architects
California
$5.12M +$338K +4,631 +7%
BWM
103
Baystate Wealth Management
Massachusetts
$5.03M -$136K -1,860 -3%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$5.01M +$473K +6,482 +10%
PI
105
PFS Investments
Georgia
$4.99M +$1.2M +16,410 +32%
SAG
106
SageView Advisory Group
California
$4.95M -$193K -2,640 -4%
NA
107
NewEdge Advisors
Louisiana
$4.93M +$575K +7,880 +13%
Truist Financial
108
Truist Financial
North Carolina
$4.56M +$53.9K +739 +1%
AI
109
Accredited Investors
Minnesota
$4.24M -$10.1K -138 -0.2%
Jane Street
110
Jane Street
New York
$3.99M -$12.5M -171,739 -76%
SC
111
Savant Capital
Illinois
$3.96M +$23.6K +324 +0.6%
P
112
Pitcairn
Pennsylvania
$3.93M -$2.99K -41 -0.1%
FFBTD
113
First Financial Bank - Trust Division
Ohio
$3.74M -$123K -1,681 -3%
RSWM
114
Robertson Stephens Wealth Management
California
$3.67M +$2.32M +31,784 +172%
OCM
115
Objective Capital Management
Ohio
$3.57M -$143K -1,957 -4%
MWM
116
Mascoma Wealth Management
New Hampshire
$3.41M +$763K +10,507 +29%
Citadel Advisors
117
Citadel Advisors
Florida
$3.37M +$2.46M +33,761 +271%
JFA
118
JNBA Financial Advisors
Minnesota
$3.26M +$16.8K +231 +0.5%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$3.24M -$1.15M -15,739 -26%
IWM
120
Integris Wealth Management
California
$3.23M +$135K +1,855 +4%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.22M -$18.6K -255 -0.6%
TC
122
Trilogy Capital
California
$3.13M +$175K +2,354 +6%
WWP
123
Waypoint Wealth Partners
California
$3.12M – – –
OWA
124
One Wealth Advisors
California
$3.08M +$18.8K +258 +0.6%
RJA
125
Raymond James & Associates
Florida
$2.93M +$83.4K +1,143 +3%
3 4
5
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