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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 %
BPA
126
Beacon Pointe Advisors
California
$2.82M +$728K +10,536 +35%
QC
127
Quent Capital
New York
$2.81M +$367K +5,303 +15%
WP
128
WealthShield Partners
North Carolina
$2.79M +$525K +7,598 +23%
PL
129
Plancorp LLC
Missouri
$2.7M +$51.1K +739 +2%
BFG
130
Baron Financial Group
New Jersey
$2.67M +$28.3K +410 +1%
MAM
131
Magellan Asset Management
Australia
$2.65M – – –
CTC
132
Central Trust Company
Missouri
$2.65M +$268K +3,879 +11%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.61M +$118K +1,702 +5%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$2.6M -$473K -6,840 -15%
OWA
135
One Wealth Advisors
California
$2.56M -$364K -5,259 -12%
RJA
136
Raymond James & Associates
Florida
$2.54M -$242K -3,502 -9%
BEC
137
Blue Edge Capital
Virginia
$2.54M -$196K -2,832 -7%
Fisher Asset Management
138
Fisher Asset Management
Washington
$2.49M +$257K +3,712 +11%
MCWS
139
McKinley Carter Wealth Services
West Virginia
$2.41M -$41.7K -603 -2%
CAM
140
Cresset Asset Management
Illinois
$2.27M +$93K +1,345 +4%
CWM
141
Cranbrook Wealth Management
Michigan
$2.23M +$12.1K +175 +0.5%
VCM
142
Vision Capital Management
Oregon
$2.19M -$415K -6,006 -16%
FA
143
Financial Advisors
Massachusetts
$2.13M +$1.87K +27 +0.1%
COCM
144
Charter Oak Capital Management
New Hampshire
$2.12M -$102K -1,482 -5%
MBT
145
Montecito Bank & Trust
California
$2.07M +$64.6K +935 +3%
PA
146
Parkside Advisors
California
$2.07M +$26.1K +377 +1%
IWC
147
Integrated Wealth Concepts
Massachusetts
$2.03M -$83.5K -1,208 -4%
WB
148
WesBanco Bank
West Virginia
$2.02M -$1.18K -17 -0.1%
LRWA
149
Long Run Wealth Advisors
New York
$2.02M -$119K -1,719 -6%
GAM
150
Gould Asset Management
California
$2.01M +$76.7K +1,110 +4%
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