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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 %
ASN
151
Advisory Services Network
Georgia
$1.5M +$105K +1,873 +8%
COCM
152
Charter Oak Capital Management
New Hampshire
$1.5M +$210K +3,743 +16%
CL
153
CPWM LLC
Washington
$1.5M – – –
Fisher Asset Management
154
Fisher Asset Management
Washington
$1.48M +$386K +6,871 +35%
Bank Julius Baer & Co
155
Bank Julius Baer & Co
Switzerland
$1.48M -$22.7K -405 -2%
DT
156
Diversified Trust
Tennessee
$1.47M +$520K +9,255 +54%
CWP
157
CFM Wealth Partners
Texas
$1.45M +$347K +6,188 +31%
EGWAG
158
Elwood & Goetz Wealth Advisory Group
Georgia
$1.39M +$247K +4,400 +22%
BOPW
159
Brandywine Oak Private Wealth
Pennsylvania
$1.37M -$45.4K -810 -3%
PHIC
160
Pine Haven Investment Counsel
Massachusetts
$1.36M +$24.4K +435 +2%
VC
161
Vicus Capital
Pennsylvania
$1.34M +$15.7K +280 +1%
PWLP
162
Prio Wealth Limited Partnership
Massachusetts
$1.3M – – –
WLIM
163
White Lighthouse Investment Management
Massachusetts
$1.3M +$81.1K +1,446 +7%
FI
164
Financial Insights
Washington
$1.3M – – –
CWP
165
Concord Wealth Partners
Virginia
$1.28M -$76.4K -1,360 -6%
IWC
166
Integrated Wealth Concepts
Massachusetts
$1.22M -$290K -5,170 -19%
RCG
167
Regatta Capital Group
California
$1.22M +$4.83K +77 +0.4%
OFP
168
OLIO Financial Planning
Virginia
$1.22M +$1.07K +19 +0.1%
GAM
169
Gould Asset Management
California
$1.21M +$201K +3,580 +20%
SB
170
Simmons Bank
Arkansas
$1.19M -$1.52K -27 -0.1%
OCM
171
One Capital Management
California
$1.19M +$48.6K +866 +4%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$1.18M +$87.6K +1,562 +8%
SWM
173
SigFig Wealth Management
California
$1.17M +$14.3K +126 +1%
CWM
174
Connecticut Wealth Management
Connecticut
$1.15M -$112 -2 -0%
NCM
175
Neumann Capital Management
California
$1.13M -$11.2K -200 -1%
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