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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 %
VFO
176
Virtus Family Office
Texas
$1.1M +$1.1M +19,567 New
AWA
177
Alaska Wealth Advisors
Alaska
$1.07M +$279K +4,975 +35%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$1.07M +$852K +15,178 +386%
RJT
179
Raymond James Trust
Florida
$1.03M +$6.85K +122 +0.7%
RZH
180
Relyea Zuckerberg Hanson
Connecticut
$1.02M +$453K +8,077 +81%
LNWWM
181
Laird Norton Wetherby Wealth Management
California
$1.01M -$1.91M -33,949 -65%
LNC
182
Lincoln National Corp
Pennsylvania
$1M +$25.8K +459 +3%
GCA
183
Greenwood Capital Associates
South Carolina
$1M +$74.8K +1,332 +8%
BC
184
Brio Consultants
California
$992K +$992K +17,063 New
APP
185
Avantax Planning Partners
Iowa
$978K +$291K +5,174 +42%
FANJ
186
Financial Architects (New Jersey)
New Jersey
$966K +$966K +17,201 New
WP
187
WealthSource Partners
California
$965K +$175K +3,108 +22%
PGA
188
Portland Global Advisors
Maine
$940K +$260K +4,635 +38%
PAG
189
Private Advisor Group
New Jersey
$938K +$255K +4,543 +37%
PA
190
Planning Alternatives
Michigan
$912K +$297K +5,296 +48%
Bank of New York Mellon
191
Bank of New York Mellon
New York
$887K +$99.6K +1,775 +13%
FFBTD
192
First Financial Bank - Trust Division
Ohio
$881K +$14.5K +259 +2%
DWT
193
Dorsey & Whitney Trust
South Dakota
$879K – – –
RP
194
Riverwater Partners
Wisconsin
$874K +$190K +3,385 +28%
HHGA
195
Halbert Hargrove Global Advisors
California
$872K -$1.01K -18 -0.1%
LWMG
196
Levy Wealth Management Group
Pennsylvania
$856K +$129K +2,300 +18%
CAMV
197
Concord Asset Management (Virginia)
Virginia
$854K +$34.7K +618 +4%
HGWM
198
Horst & Graben Wealth Management
Oregon
$852K +$33.8K +602 +4%
MIAN
199
Mariner Independent Advisor Network
Kansas
$852K +$41.9K +747 +5%
AF
200
Affiance Financial
Minnesota
$850K +$50.5K +900 +6%
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