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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

553 hedge funds and large institutions have $5.7B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 223 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-8
Holders Change %
-1.43%
% of All Funds
8.82%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
32
Increased
223
Reduced
188
Closed
33
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$38K

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$25.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$15.7M
3
Ameriprise
3
Ameriprise
Minnesota
$132M
4
Northern Trust
4
Northern Trust
Illinois
$290M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$14.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$158M
3
OMC
3
Old Mission Capital
Illinois
$3.47M
4
BlackRock
4
BlackRock
New York
$122M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
101
Orgel Wealth Management
Wisconsin
$4.97M +$10.2K +148 +0.2%
LNWWM
102
Laird Norton Wetherby Wealth Management
California
$4.91M -$405K -5,857 -8%
BWM
103
Baystate Wealth Management
Massachusetts
$4.87M +$105K +1,521 +2%
SAG
104
SageView Advisory Group
California
$4.6M -$90.4K -1,308 -2%
SC
105
Savant Capital
Illinois
$4.22M +$463K +6,704 +12%
RSWM
106
Robertson Stephens Wealth Management
California
$4.11M +$633K +9,159 +18%
NA
107
NewEdge Advisors
Louisiana
$4.09M -$581K -8,408 -12%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$4.09M -$1.38M -19,974 -25%
AI
109
Accredited Investors
Minnesota
$3.78M -$239K -3,453 -6%
P
110
Pitcairn
Pennsylvania
$3.67M -$53.9K -780 -1%
CAN
111
Cetera Advisor Networks
California
$3.61M +$1.61M +23,243 +80%
OMC
112
Old Mission Capital
Illinois
$3.47M -$19.7M -284,965 -85%
MWM
113
Mascoma Wealth Management
New Hampshire
$3.35M +$111K +1,600 +3%
FFBTD
114
First Financial Bank - Trust Division
Ohio
$3.25M -$301K -4,358 -8%
OCM
115
Objective Capital Management
Ohio
$3.22M -$163K -2,356 -5%
WWP
116
Waypoint Wealth Partners
California
$3.22M +$262K +3,783 +9%
IWM
117
Integris Wealth Management
California
$3.14M +$78.7K +1,138 +3%
RZH
118
Relyea Zuckerberg Hanson
Connecticut
$3.14M +$746K +10,796 +31%
JFA
119
JNBA Financial Advisors
Minnesota
$3.11M +$22.1K +320 +0.7%
FHB
120
First Hawaiian Bank
Hawaii
$3.09M +$2.21M +31,974 +250%
Citigroup
121
Citigroup
New York
$3.04M +$2.85M +41,246 +1,545%
Truist Financial
122
Truist Financial
North Carolina
$3.03M -$1.29M -18,604 -30%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.01M -$42.2K -611 -1%
TC
124
Trilogy Capital
California
$3M +$92.7K +1,341 +3%
AllianceBernstein
125
AllianceBernstein
Tennessee
$2.86M +$210K +3,042 +8%
3 4
5
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