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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

495 hedge funds and large institutions have $4.76B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 243 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
8.56%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
37
Increased
243
Reduced
137
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
$272M
2
Jane Street
Jane Street
New York
$59.9M
3
Bank of America
Bank of America
North Carolina
$749M
4
PCA
Personal Capital Advisors
California
$345M
5
FC
Fulcrum Capital
Washington
$11.8M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
$344K
2
UBS Group
UBS Group
Switzerland
$103M
3
Citadel Advisors
Citadel Advisors
Florida
$2.83M
4
BlackRock
BlackRock
New York
$115M
5
CFG
Citizens Financial Group
Rhode Island
$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWG
126
Summit Wealth Group
Vermont
$2.01M +$222K +3,948 +12%
CWM
127
Cranbrook Wealth Management
Michigan
$1.98M +$375K +6,678 +23%
BWP
128
BSW Wealth Partners
Colorado
$1.95M – – –
FA
129
Financial Advisors
Massachusetts
$1.94M +$282K +5,059 +17%
Cerity Partners
130
Cerity Partners
New York
$1.93M +$101K +1,807 +6%
BCM
131
Brookstone Capital Management
Illinois
$1.91M -$691K -12,383 -27%
MAM
132
Magellan Asset Management
Australia
$1.86M -$1.23M -21,969 -40%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$1.85M +$174K +3,108 +10%
HWA
134
Hilltop Wealth Advisors
North Carolina
$1.84M +$85.8K +1,529 +5%
AWM
135
Axxcess Wealth Management
California
$1.82M -$52.4K -934 -3%
BEC
136
Blue Edge Capital
Virginia
$1.82M -$190K -3,388 -9%
RF
137
RHS Financial
California
$1.79M -$404K -7,205 -18%
CTC
138
Central Trust Company
Missouri
$1.79M -$134K -2,391 -7%
VCM
139
Vision Capital Management
Oregon
$1.77M +$369K +6,583 +26%
WB
140
WesBanco Bank
West Virginia
$1.76M +$27.3K +486 +2%
AP
141
Adero Partners
California
$1.73M +$410K +7,062 +31%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$1.71M -$207K -3,692 -11%
WP
143
WealthShield Partners
North Carolina
$1.7M +$77.4K +1,378 +5%
KPWS
144
Kestra Private Wealth Services
Texas
$1.69M +$37.4K +667 +2%
LRWA
145
Long Run Wealth Advisors
New York
$1.67M +$131K +2,338 +9%
TWM
146
TriaGen Wealth Management
California
$1.66M -$473K -8,431 -22%
PWM
147
Perigon Wealth Management
California
$1.66M -$49.7K -885 -3%
SC
148
Savant Capital
Illinois
$1.63M +$97.6K +1,740 +6%
FFG
149
Frisch Financial Group
New York
$1.62M -$41.7K -742 -3%
RFA
150
RTD Financial Advisors
Pennsylvania
$1.52M +$47.5K +847 +3%
4 5
6
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