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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 %
DWT
176
Dorsey & Whitney Trust
South Dakota
$1.54M +$359K +5,000 +30%
MMA
177
Miracle Mile Advisors
California
$1.53M – – –
CWP
178
Concord Wealth Partners
Virginia
$1.49M -$170K -2,371 -10%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$1.48M -$5.5M -76,550 -79%
WP
180
WealthSource Partners
California
$1.46M +$202K +2,811 +16%
BC
181
Brio Consultants
California
$1.43M +$113K +1,579 +9%
BF
182
Brooklyn FI
New York
$1.43M +$1.42M +17,866 +12,853%
OFP
183
OLIO Financial Planning
Virginia
$1.42M -$68.5K -954 -5%
EGWAG
184
Elwood & Goetz Wealth Advisory Group
Georgia
$1.41M +$35.8K +499 +3%
HGWM
185
Horst & Graben Wealth Management
Oregon
$1.39M +$197K +2,742 +17%
MBT
186
Montecito Bank & Trust
California
$1.36M +$136K +1,895 +11%
RSWM
187
Robertson Stephens Wealth Management
California
$1.33M -$28.3K -394 -2%
G
188
GenTrust
Florida
$1.3M -$55.3K -770 -4%
Prudential Financial
189
Prudential Financial
New Jersey
$1.3M +$186K +2,585 +17%
PAG
190
Private Advisor Group
New Jersey
$1.3M +$7.26K +101 +0.6%
HNB
191
Huntington National Bank
Ohio
$1.26M -$803K – –
PGA
192
Portland Global Advisors
Maine
$1.26M +$55.3K +770 +5%
LWMG
193
Levy Wealth Management Group
Pennsylvania
$1.25M +$149K +2,069 +14%
LSA
194
L & S Advisors
California
$1.22M +$1.22M +16,983 New
WL
195
WIT LLC
District of Columbia
$1.2M – – –
SHJ
196
Sharkey, Howes & Javer
Colorado
$1.18M +$197K +2,745 +20%
FI
197
Financial Insights
Washington
$1.18M -$403K -5,608 -25%
ADL
198
Asset Dedication LLC
California
$1.17M -$5.19K -72 -0.4%
LNC
199
Lincoln National Corp
Pennsylvania
$1.16M -$27.4K -382 -2%
CAMV
200
Concord Asset Management (Virginia)
Virginia
$1.16M +$114K +1,585 +11%
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