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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

544 hedge funds and large institutions have $5.52B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+49
Holders Change %
+9.9%
% of All Funds
8.78%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
84
Increased
204
Reduced
189
Closed
27
Calls
–
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$26K

Top Buyers

1
SR
Swiss Re
Switzerland
$44.2M
2
Jane Street
Jane Street
New York
$104M
3
HighTower Advisors
HighTower Advisors
Illinois
$36M
4
KAS
Kestra Advisory Services
Texas
$28.9M
5
Franklin Resources
Franklin Resources
California
$17.9M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$138M
2
BF
Brooklyn FI
New York
$769K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
4
UBS Group
UBS Group
Switzerland
$102M
5
Macquarie Group
Macquarie Group
Australia
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
151
Frisch Financial Group
New York
$2.03M +$128K +1,950 +7%
PWM
152
Perigon Wealth Management
California
$1.95M +$6.64K +101 +0.3%
BCM
153
Brookstone Capital Management
Illinois
$1.93M -$402K -5,891 -17%
TWM
154
TriaGen Wealth Management
California
$1.93M -$20.3K -309 -1%
IWC
155
Integrated Wealth Concepts
Massachusetts
$1.89M +$454K +6,898 +32%
AllianceBernstein
156
AllianceBernstein
Tennessee
$1.85M -$3.1M -47,089 -63%
RFA
157
RTD Financial Advisors
Pennsylvania
$1.83M +$48.5K +738 +3%
IAG
158
Ipsen Advisor Group
Arkansas
$1.8M +$1.8M +27,402 New
Fisher Asset Management
159
Fisher Asset Management
Washington
$1.73M -$6.25K -95 -0.4%
GAM
160
Gould Asset Management
California
$1.73M +$312K +4,742 +22%
RF
161
RHS Financial
California
$1.73M -$370K -5,626 -18%
CWP
162
CFM Wealth Partners
Texas
$1.7M – – –
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$1.68M -$313K -4,763 -16%
DT
164
Diversified Trust
Tennessee
$1.66M -$65.2K -992 -4%
PHIC
165
Pine Haven Investment Counsel
Massachusetts
$1.62M +$30.9K +470 +2%
PA
166
Parkside Advisors
California
$1.61M -$1.05M -15,990 -40%
HWA
167
Hilltop Wealth Advisors
North Carolina
$1.59M -$560K -8,521 -26%
PWLP
168
Prio Wealth Limited Partnership
Massachusetts
$1.53M – – –
BOPW
169
Brandywine Oak Private Wealth
Pennsylvania
$1.53M -$80.1K -1,219 -5%
CWP
170
Concord Wealth Partners
Virginia
$1.52M +$16.1K +245 +1%
OCM
171
One Capital Management
California
$1.52M +$124K +1,891 +9%
ASN
172
Advisory Services Network
Georgia
$1.52M -$244K -3,714 -14%
BWM
173
BigSur Wealth Management
Florida
$1.51M -$1.31M -20,000 -47%
AWA
174
Alaska Wealth Advisors
Alaska
$1.5M +$246K +3,741 +20%
BPA
175
Beacon Pointe Advisors
California
$1.5M +$614K +9,334 +69%
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