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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 %
BEC
126
Blue Edge Capital
Virginia
$2.88M +$316K +4,339 +12%
AllianceBernstein
127
AllianceBernstein
Tennessee
$2.8M +$471K +6,452 +20%
PL
128
Plancorp LLC
Missouri
$2.8M +$1.97K +27 +0.1%
MAM
129
Magellan Asset Management
Australia
$2.79M +$376K +5,154 +16%
BFG
130
Baron Financial Group
New Jersey
$2.79M +$16K +220 +0.6%
VCM
131
Vision Capital Management
Oregon
$2.75M +$29K +398 +1%
Cerity Partners
132
Cerity Partners
New York
$2.73M +$316K +4,330 +13%
HHGA
133
Halbert Hargrove Global Advisors
California
$2.69M +$191K +2,617 +8%
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.63M +$2.03M +27,859 +337%
AWS
135
Atria Wealth Solutions
New York
$2.61M -$1.34M -18,318 -34%
MCWS
136
McKinley Carter Wealth Services
West Virginia
$2.58M -$159K -2,185 -6%
QC
137
Quent Capital
New York
$2.58M +$10.4K +142 +0.4%
RZH
138
Relyea Zuckerberg Hanson
Connecticut
$2.52M +$660K +9,044 +35%
CTC
139
Central Trust Company
Missouri
$2.51M +$132K +1,816 +6%
ACA
140
Affinity Capital Advisors
California
$2.42M -$1.09M -14,914 -31%
WP
141
WealthShield Partners
North Carolina
$2.39M +$31.3K +429 +1%
Fisher Asset Management
142
Fisher Asset Management
Washington
$2.36M +$223K +3,055 +10%
COCM
143
Charter Oak Capital Management
New Hampshire
$2.34M -$60.8K -834 -3%
CWM
144
Cranbrook Wealth Management
Michigan
$2.34M -$241K -3,310 -9%
CAM
145
Cresset Asset Management
Illinois
$2.3M +$1.58M +21,637 +218%
LRWA
146
Long Run Wealth Advisors
New York
$2.25M -$56.9K -780 -2%
FA
147
Financial Advisors
Massachusetts
$2.25M +$21.9K +300 +1%
IWC
148
Integrated Wealth Concepts
Massachusetts
$2.23M -$757K -10,377 -25%
BPA
149
Beacon Pointe Advisors
California
$2.21M +$26.5K +364 +1%
PA
150
Parkside Advisors
California
$2.15M +$267K +3,659 +14%
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6
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