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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 %
BCI
201
Brinker Capital Investments
Pennsylvania
$1.15M +$398K +5,545 +53%
OPS
202
Orion Portfolio Solutions
Nebraska
$1.15M +$787K +10,954 +217%
WLIM
203
White Lighthouse Investment Management
Massachusetts
$1.14M -$243K -3,380 -18%
WCM
204
Windham Capital Management
Massachusetts
$1.14M +$1.14M +15,849 New
FANJ
205
Financial Architects (New Jersey)
New Jersey
$1.12M -$57K -793 -5%
UB
206
UMB Bank
Missouri
$1.06M – – –
WT
207
Whittier Trust
California
$1.05M – – –
HGWM
208
Harvest Group Wealth Management
Massachusetts
$1.05M -$1.51K -21 -0.1%
MI
209
Mercer Investments
Massachusetts
$1.04M -$15.4K -214 -1%
RCG
210
Regatta Capital Group
California
$1.03M – – –
PA
211
Planning Alternatives
Michigan
$1.02M – – –
RW
212
REDW Wealth
New Mexico
$1.01M +$13K +181 +1%
MCM
213
Mendel Capital Management
Arkansas
$999K +$26.2K +365 +3%
SB
214
Simmons Bank
Arkansas
$992K +$7.54K +105 +0.8%
AssetMark Inc
215
AssetMark Inc
California
$985K +$209K +2,905 +27%
SFP
216
Shepherd Financial Partners
Massachusetts
$985K -$14.9K -207 -1%
PWMG
217
Pioneer Wealth Management Group
Texas
$978K +$178K +2,483 +22%
NYLIM
218
New York Life Investment Management
New York
$977K +$48.9K +681 +5%
SWM
219
SigFig Wealth Management
California
$973K +$169K +2,351 +21%
Deutsche Bank
220
Deutsche Bank
Germany
$948K +$82.6K +1,150 +10%
GW
221
GW & Wade
Massachusetts
$944K -$74K -1,030 -7%
CB
222
Centennial Bank
Arkansas
$941K -$10.8K -150 -1%
MCCA
223
Mill Creek Capital Advisors
Pennsylvania
$933K +$72 +1 +0%
CCM
224
Coldstream Capital Management
Washington
$930K -$39.9K -556 -4%
Citadel Advisors
225
Citadel Advisors
Florida
$895K -$2.49M -34,624 -74%
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