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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

482 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-13
Holders Change %
-2.63%
% of All Funds
7.63%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
242
Reduced
129
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$251M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$325M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$54.7M
4
FTUS
Flow Traders U.S.
New York
$56.3M
5
Morgan Stanley
Morgan Stanley
New York
$354M

Top Sellers

1
EI
Ellevest Inc
New York
$42.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$212M
3
Bank of America
Bank of America
North Carolina
$1.06B
4
PPW
Parcion Private Wealth
Washington
$25.7M
5
BlackRock
BlackRock
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
201
Huntington National Bank
Ohio
$1.09M -$742K – –
MI
202
Mercer Investments
Massachusetts
$1.08M – – –
BPA
203
Beacon Pointe Advisors
California
$1.08M +$488K +6,620 +83%
HGWM
204
Harvest Group Wealth Management
Massachusetts
$1.07M +$977K +13,253 +1,022%
MIAN
205
Mariner Independent Advisor Network
Kansas
$1.07M +$249K +3,355 +30%
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$1.05M +$252K +3,410 +32%
WT
207
Whittier Trust
California
$1.04M – – –
WFA
208
Wade Financial Advisory
California
$1.04M +$779K +10,560 +298%
HWM
209
HB Wealth Management
Georgia
$1.03M +$35.2K +478 +4%
Deutsche Bank
210
Deutsche Bank
Germany
$1.02M +$175K +2,377 +21%
VFIC
211
Valley Forge Investment Consultants
Pennsylvania
$1.02M +$1.02M +13,809 New
GC
212
Grimes & Company
Massachusetts
$987K +$15.5K +210 +2%
MCM
213
Mendel Capital Management
Arkansas
$985K +$811 +11 +0.1%
BF
214
Brooklyn FI
New York
$971K -$356K -4,831 -27%
BWM
215
Bulltick Wealth Management
Florida
$961K +$208K +2,817 +28%
GW
216
GW & Wade
Massachusetts
$937K +$210K +2,854 +29%
MWM
217
Merriman Wealth Management
Washington
$914K -$2.43M -32,956 -73%
CAMV
218
Concord Asset Management (Virginia)
Virginia
$912K +$164K +2,227 +22%
RP
219
Riverwater Partners
Wisconsin
$908K -$12.1K -164 -1%
PAG
220
Private Advisor Group
New Jersey
$900K -$95.3K -1,292 -10%
HGWM
221
Horst & Graben Wealth Management
Oregon
$893K -$893K -12,109 -50%
PMFA
222
Plante Moran Financial Advisors
Michigan
$869K +$278K +3,772 +47%
CTA
223
Chesley Taft & Associates
Illinois
$855K -$14.4K -201 -2%
GWM
224
GSB Wealth Management
Connecticut
$804K +$804K +10,899 New
QC
225
Quent Capital
New York
$795K +$638K +8,649 +405%
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