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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 %
BCM
151
Brookstone Capital Management
Illinois
$1.91M -$168K -2,294 -8%
FFG
152
Frisch Financial Group
New York
$1.9M -$320K -4,456 -14%
CWM
153
Connecticut Wealth Management
Connecticut
$1.89M +$453K +6,300 +32%
CWP
154
CFM Wealth Partners
Texas
$1.86M – – –
PA
155
Parkside Advisors
California
$1.86M +$98.2K +1,367 +6%
CL
156
Choreo LLC
Illinois
$1.86M +$1.86M +25,826 New
GAM
157
Gould Asset Management
California
$1.85M -$42.4K -590 -2%
RZH
158
Relyea Zuckerberg Hanson
Connecticut
$1.84M +$433K +6,025 +31%
RF
159
RHS Financial
California
$1.78M -$108K -1,508 -6%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$1.78M -$65.4K -911 -4%
DT
161
Diversified Trust
Tennessee
$1.74M -$72.9K -1,015 -4%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$1.74M +$270K +3,755 +18%
B
163
Bailard
California
$1.7M +$203K +2,828 +14%
BOPW
164
Brandywine Oak Private Wealth
Pennsylvania
$1.68M +$15.4K +215 +0.9%
RJT
165
Raymond James Trust
Florida
$1.67M +$357K +4,964 +27%
PWLP
166
Prio Wealth Limited Partnership
Massachusetts
$1.67M – – –
AF
167
Affiance Financial
Minnesota
$1.67M +$616K +8,580 +59%
GC
168
Grimes & Company
Massachusetts
$1.66M +$1.36M +18,944 +460%
BWM
169
BigSur Wealth Management
Florida
$1.65M – – –
VC
170
Vicus Capital
Pennsylvania
$1.64M +$6.47K +90 +0.4%
HWA
171
Hilltop Wealth Advisors
North Carolina
$1.63M -$105K -1,460 -6%
NCM
172
Neumann Capital Management
California
$1.63M +$38.8K +540 +2%
JFGLC
173
Johnson Financial Group LLC (Colorado)
Colorado
$1.56M – – –
Bank of New York Mellon
174
Bank of New York Mellon
New York
$1.56M +$316K +4,395 +25%
APP
175
Avantax Planning Partners
Iowa
$1.56M – – –
5 6
7
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