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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 %
MWM
126
Mascoma Wealth Management
New Hampshire
$2.69M -$2.51K -34 -0.1%
VCM
127
Vision Capital Management
Oregon
$2.68M -$71.7K -998 -3%
CWM
128
Cranbrook Wealth Management
Michigan
$2.54M +$1.29K +18 +0.1%
QC
129
Quent Capital
New York
$2.53M +$153K +2,136 +6%
BEC
130
Blue Edge Capital
Virginia
$2.53M +$299K +4,157 +13%
HHGA
131
Halbert Hargrove Global Advisors
California
$2.46M +$122K +1,693 +5%
MAM
132
Magellan Asset Management
Australia
$2.38M – – –
Cerity Partners
133
Cerity Partners
New York
$2.38M -$27.1K -377 -1%
COCM
134
Charter Oak Capital Management
New Hampshire
$2.37M +$40.5K +564 +2%
CTC
135
Central Trust Company
Missouri
$2.34M +$59.7K +831 +3%
WP
136
WealthShield Partners
North Carolina
$2.32M -$8.84K -123 -0.4%
AllianceBernstein
137
AllianceBernstein
Tennessee
$2.29M +$267K +3,712 +13%
LRWA
138
Long Run Wealth Advisors
New York
$2.28M -$9.48K -132 -0.4%
CAN
139
Cetera Advisor Networks
California
$2.21M -$113K -1,568 -5%
FA
140
Financial Advisors
Massachusetts
$2.19M -$83.9K -1,168 -4%
BPA
141
Beacon Pointe Advisors
California
$2.15M +$512K +7,122 +31%
FWI
142
Facet Wealth Inc
Maryland
$2.13M +$12.6K +176 +0.6%
Fisher Asset Management
143
Fisher Asset Management
Washington
$2.1M +$211K +2,941 +11%
WB
144
WesBanco Bank
West Virginia
$2.07M -$182K -2,530 -8%
RFA
145
RTD Financial Advisors
Pennsylvania
$2.05M +$57K +793 +3%
VFIC
146
Valley Forge Investment Consultants
Pennsylvania
$2.04M +$1.6M +22,276 +366%
AWA
147
Alaska Wealth Advisors
Alaska
$2.01M +$366K +5,088 +22%
TWM
148
TriaGen Wealth Management
California
$2M -$101K -1,400 -5%
PWM
149
Perigon Wealth Management
California
$1.94M -$193K -2,689 -9%
PHIC
150
Pine Haven Investment Counsel
Massachusetts
$1.91M +$139K +1,940 +8%
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