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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 %
Prudential Financial
201
Prudential Financial
New Jersey
$845K -$44.3K -785 -5%
HGWM
202
Harvest Group Wealth Management
Massachusetts
$838K +$113K +1,945 +16%
AWS
203
AJ Wealth Strategies
New York
$837K +$582K +10,373 +229%
CIAS
204
Capital Investment Advisory Services
North Carolina
$834K -$2.6M -46,355 -76%
SHJ
205
Sharkey, Howes & Javer
Colorado
$832K -$1.72M -30,564 -67%
UB
206
UMB Bank
Missouri
$831K -$25.5K -455 -3%
MI
207
Mercer Investments
Massachusetts
$820K – – –
Deutsche Bank
208
Deutsche Bank
Germany
$797K +$25.3K +450 +3%
VFIC
209
Valley Forge Investment Consultants
Pennsylvania
$775K – – –
HNB
210
Huntington National Bank
Ohio
$768K -$914K – –
MGIA
211
Moneta Group Investment Advisors
Missouri
$765K +$334K +5,949 +77%
MCM
212
Mendel Capital Management
Arkansas
$759K – – –
BPA
213
Beacon Pointe Advisors
California
$756K +$81.7K +1,456 +12%
NYLIM
214
New York Life Investment Management
New York
$748K -$150K -2,663 -17%
BWM
215
Bulltick Wealth Management
Florida
$731K – – –
HWM
216
HB Wealth Management
Georgia
$731K +$13.8K +245 +2%
ADL
217
Asset Dedication LLC
California
$692K +$107K +1,894 +18%
FHB
218
First Hawaiian Bank
Hawaii
$680K -$24.6K -439 -3%
WFA
219
Wade Financial Advisory
California
$671K +$2.81K +50 +0.4%
CTA
220
Chesley Taft & Associates
Illinois
$662K -$5.44K -97 -0.8%
SFS
221
Sowell Financial Services
Arkansas
$658K +$658K +11,724 New
BF
222
Brooklyn FI
New York
$656K +$654K +11,658 +33,309%
UCIG
223
Ulrich Consultants & Investment Group
New Mexico
$647K +$34.5K +615 +6%
GWM
224
GSB Wealth Management
Connecticut
$640K +$14.8K +263 +2%
Brown Advisory
225
Brown Advisory
Maryland
$640K +$640K +11,393 New
7 8
9
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