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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

553 hedge funds and large institutions have $5.7B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 223 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-8
Holders Change %
-1.43%
% of All Funds
8.82%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
32
Increased
223
Reduced
188
Closed
33
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$38K

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$25.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$15.7M
3
Ameriprise
3
Ameriprise
Minnesota
$132M
4
Northern Trust
4
Northern Trust
Illinois
$290M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$14.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$158M
3
OMC
3
Old Mission Capital
Illinois
$3.47M
4
BlackRock
4
BlackRock
New York
$122M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
176
Neumann Capital Management
California
$1.64M +$34.6K +500 +2%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$1.63M +$1.56M +21,702 +2,377%
PWLP
178
Prio Wealth Limited Partnership
Massachusetts
$1.61M – – –
CWP
179
CFM Wealth Partners
Texas
$1.59M – – –
GC
180
Grimes & Company
Massachusetts
$1.59M -$44.7K -647 -3%
BWM
181
BigSur Wealth Management
Florida
$1.59M – – –
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$1.57M -$38.4K -556 -2%
KP
183
Keel Point
Alabama
$1.57M +$1.57M +22,643 New
APP
184
Avantax Planning Partners
Iowa
$1.5M – – –
BC
185
Brio Consultants
California
$1.49M +$25.9K +374 +2%
MCCP
186
Mission Creek Capital Partners
California
$1.49M +$381K +5,514 +34%
DWT
187
Dorsey & Whitney Trust
South Dakota
$1.49M – – –
HHGA
188
Halbert Hargrove Global Advisors
California
$1.48M -$1.06M -15,375 -42%
CWP
189
Concord Wealth Partners
Virginia
$1.47M -$82.3K -1,190 -5%
OCM
190
One Capital Management
California
$1.46M -$454K -6,565 -24%
JFGLC
191
Johnson Financial Group LLC (Colorado)
Colorado
$1.42M -$27K -391 -2%
MMA
192
Miracle Mile Advisors
California
$1.42M – – –
OFP
193
OLIO Financial Planning
Virginia
$1.39M +$13.3K +192 +1%
RJT
194
Raymond James Trust
Florida
$1.37M -$241K -3,488 -15%
LWMG
195
Levy Wealth Management Group
Pennsylvania
$1.36M +$51.4K +744 +4%
G
196
GenTrust
Florida
$1.35M – – –
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$1.34M -$552K -7,990 -29%
VAF
198
Values Added Financial
District of Columbia
$1.32M +$5.46K +79 +0.4%
LNC
199
Lincoln National Corp
Pennsylvania
$1.27M +$56.1K +811 +5%
PAG
200
Private Advisor Group
New Jersey
$1.25M -$75.9K -1,098 -6%
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