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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 %
WB
151
WesBanco Bank
West Virginia
$2.14M +$37.6K +515 +2%
CAN
152
Cetera Advisor Networks
California
$2.12M -$126K -1,728 -6%
MBT
153
Montecito Bank & Trust
California
$2.11M +$737K +10,110 +54%
FWI
154
Facet Wealth Inc
Maryland
$2.11M -$38K -525 -2%
VFIC
155
Valley Forge Investment Consultants
Pennsylvania
$2.07M – – –
GAM
156
Gould Asset Management
California
$2.04M +$164K +2,243 +9%
TWM
157
TriaGen Wealth Management
California
$2.03M – – –
PHIC
158
Pine Haven Investment Counsel
Massachusetts
$2.02M +$74.8K +1,025 +4%
OCM
159
One Capital Management
California
$2.01M -$2.23M -30,522 -52%
AWA
160
Alaska Wealth Advisors
Alaska
$2.01M -$25.5K -349 -1%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$2M +$421K +5,769 +27%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$1.99M +$228K +3,130 +13%
RF
163
RHS Financial
California
$1.97M +$161K +2,201 +9%
PWM
164
Perigon Wealth Management
California
$1.95M -$11.6K -159 -0.6%
CWM
165
Connecticut Wealth Management
Connecticut
$1.92M +$6.78K +93 +0.4%
CL
166
Choreo LLC
Illinois
$1.9M +$12.5K +172 +0.7%
BOPW
167
Brandywine Oak Private Wealth
Pennsylvania
$1.89M +$182K +2,498 +11%
RFA
168
RTD Financial Advisors
Pennsylvania
$1.87M -$215K -2,942 -10%
HWA
169
Hilltop Wealth Advisors
North Carolina
$1.87M +$209K +2,860 +13%
ASN
170
Advisory Services Network
Georgia
$1.82M -$942K -12,913 -34%
BCM
171
Brookstone Capital Management
Illinois
$1.82M -$37.6K -527 -2%
VC
172
Vicus Capital
Pennsylvania
$1.78M +$117K +1,607 +7%
DT
173
Diversified Trust
Tennessee
$1.76M -$9.12K -125 -0.5%
GC
174
Grimes & Company
Massachusetts
$1.73M +$47.1K +646 +3%
AF
175
Affiance Financial
Minnesota
$1.71M +$19.4K +266 +1%
5 6
7
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