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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
Northern Trust
Illinois
$297M
2
Wells Fargo
Wells Fargo
California
$107M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$438M
4
OMC
Old Mission Capital
Illinois
$24.4M
5
EWA
EP Wealth Advisors
California
$23.9M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$1.24M
2
SR
Swiss Re
Switzerland
$0
3
CFG
Citizens Financial Group
Rhode Island
$27M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$154M
5
Jane Street
Jane Street
New York
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
176
Raymond James Trust
Florida
$1.7M +$3.87K +53 +0.2%
PWLP
177
Prio Wealth Limited Partnership
Massachusetts
$1.7M – – –
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$1.69M -$110K -1,514 -6%
NCM
179
Neumann Capital Management
California
$1.69M +$36.5K +500 +2%
CWP
180
CFM Wealth Partners
Texas
$1.68M -$205K -2,817 -11%
BWM
181
BigSur Wealth Management
Florida
$1.68M – – –
B
182
Bailard
California
$1.66M -$71.6K -982 -4%
CWP
183
Concord Wealth Partners
Virginia
$1.63M +$123K +1,686 +8%
EGWAG
184
Elwood & Goetz Wealth Advisory Group
Georgia
$1.63M +$196K +2,686 +14%
APP
185
Avantax Planning Partners
Iowa
$1.58M – – –
DWT
186
Dorsey & Whitney Trust
South Dakota
$1.57M – – –
BC
187
Brio Consultants
California
$1.54M +$86.6K +1,187 +6%
JFGLC
188
Johnson Financial Group LLC (Colorado)
Colorado
$1.53M -$53.1K -728 -3%
HNB
189
Huntington National Bank
Ohio
$1.53M -$1.26M – –
MMA
190
Miracle Mile Advisors
California
$1.49M -$64K -877 -4%
HI
191
Harbour Investments
Wisconsin
$1.48M +$663K +9,090 +81%
WP
192
WealthSource Partners
California
$1.45M -$34.6K -475 -2%
OFP
193
OLIO Financial Planning
Virginia
$1.45M +$8.9K +122 +0.6%
HGWM
194
Horst & Graben Wealth Management
Oregon
$1.44M +$29.6K +406 +2%
G
195
GenTrust
Florida
$1.42M +$99K +1,357 +7%
PAG
196
Private Advisor Group
New Jersey
$1.41M +$84.8K +1,154 +6%
LWMG
197
Levy Wealth Management Group
Pennsylvania
$1.38M +$117K +1,603 +9%
VAF
198
Values Added Financial
District of Columbia
$1.38M +$1.38M +18,967 New
RCG
199
Regatta Capital Group
California
$1.35M +$204K +2,799 +18%
HWA
200
Heritage Wealth Advisors
Virginia
$1.34M +$592K +8,120 +79%
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