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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 %
BCI
201
Brinker Capital Investments
Pennsylvania
$1.32M +$150K +2,052 +13%
OPS
202
Orion Portfolio Solutions
Nebraska
$1.32M +$150K +2,052 +13%
PGA
203
Portland Global Advisors
Maine
$1.29M +$16.8K +230 +1%
NYLIM
204
New York Life Investment Management
New York
$1.29M +$299K +4,099 +30%
LNC
205
Lincoln National Corp
Pennsylvania
$1.28M +$94.5K +1,296 +8%
CFG
206
Carr Financial Group
Massachusetts
$1.26M +$729K +10,000 +137%
Prudential Financial
207
Prudential Financial
New Jersey
$1.26M -$60.9K -835 -5%
FFG
208
Frisch Financial Group
New York
$1.24M -$681K -9,332 -35%
SWG
209
Summit Wealth Group
Vermont
$1.24M -$185M -2,536,049 -99%
SHJ
210
Sharkey, Howes & Javer
Colorado
$1.21M +$9.7K +133 +0.8%
AssetMark Inc
211
AssetMark Inc
California
$1.21M +$206K +2,831 +21%
WLIM
212
White Lighthouse Investment Management
Massachusetts
$1.2M +$46.7K +640 +4%
CAMV
213
Concord Asset Management (Virginia)
Virginia
$1.2M +$24.9K +341 +2%
WCM
214
Windham Capital Management
Massachusetts
$1.19M +$32.8K +450 +3%
ADL
215
Asset Dedication LLC
California
$1.19M -$3.51K -48 -0.3%
MCCP
216
Mission Creek Capital Partners
California
$1.17M +$1.17M +15,990 New
BF
217
Brooklyn FI
New York
$1.14M -$169K -2,324 -13%
CB
218
Centennial Bank
Arkansas
$1.13M +$175K +2,400 +18%
FANJ
219
Financial Architects (New Jersey)
New Jersey
$1.12M -$15.9K -218 -1%
RW
220
REDW Wealth
New Mexico
$1.12M +$87.3K +1,197 +8%
PWMG
221
Pioneer Wealth Management Group
Texas
$1.09M +$97.5K +1,337 +10%
MI
222
Mercer Investments
Massachusetts
$1.07M +$19.6K +269 +2%
MGIA
223
Moneta Group Investment Advisors
Missouri
$1.07M +$216K +2,966 +25%
WT
224
Whittier Trust
California
$1.07M – – –
FI
225
Financial Insights
Washington
$1.06M -$134K -1,842 -11%
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