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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

482 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-13
Holders Change %
-2.63%
% of All Funds
7.63%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
242
Reduced
129
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$251M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$325M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$54.7M
4
FTUS
4
Flow Traders U.S.
New York
$56.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$354M

Top Sellers

1
EI
1
Ellevest Inc
New York
$42.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$212M
3
Bank of America
3
Bank of America
North Carolina
$1.06B
4
PPW
4
Parcion Private Wealth
Washington
$25.7M
5
BlackRock
5
BlackRock
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
126
BSW Wealth Partners
Colorado
$2.57M -$174K -2,364 -6%
PA
127
Parkside Advisors
California
$2.52M +$98.1K +1,331 +4%
EGWAG
128
Elwood & Goetz Wealth Advisory Group
Georgia
$2.51M +$1.12M +15,168 +81%
BFG
129
Baron Financial Group
New Jersey
$2.49M +$471K +6,385 +23%
AI
130
Accredited Investors
Minnesota
$2.46M +$219K +2,966 +10%
PWM
131
Perigon Wealth Management
California
$2.46M +$442K +5,991 +22%
Cerity Partners
132
Cerity Partners
New York
$2.34M +$763K +10,354 +48%
WB
133
WesBanco Bank
West Virginia
$2.31M -$91K -1,234 -4%
SWG
134
Summit Wealth Group
Vermont
$2.29M +$285K +3,866 +14%
FI
135
Financial Insights
Washington
$2.26M -$7.23K -98 -0.3%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$2.24M +$1.54M +20,591 +218%
CTC
137
Central Trust Company
Missouri
$2.24M +$1.77M +23,997 +376%
Financial Engines Advisors
138
Financial Engines Advisors
California
$2.23M +$1.65M +22,368 +285%
MCWS
139
McKinley Carter Wealth Services
West Virginia
$2.23M +$281K +3,808 +14%
FFG
140
Frisch Financial Group
New York
$2.2M +$92.4K +1,253 +4%
AWS
141
Atria Wealth Solutions
New York
$2.19M +$2.19M +29,722 New
HWA
142
Hilltop Wealth Advisors
North Carolina
$2.18M +$580K +7,868 +36%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$2.16M -$125K -1,690 -5%
KPWS
144
Kestra Private Wealth Services
Texas
$2.08M +$545K +7,398 +36%
WP
145
WealthShield Partners
North Carolina
$2.08M -$2.68M -36,287 -56%
RF
146
RHS Financial
California
$2.02M +$75.2K +1,020 +4%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$1.98M +$190K +2,571 +11%
CL
148
CPWM LLC
Washington
$1.95M +$675K +9,161 +53%
CWM
149
Cranbrook Wealth Management
Michigan
$1.92M +$138K +1,877 +8%
VCM
150
Vision Capital Management
Oregon
$1.84M -$143K -1,946 -7%
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