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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 %
CFG
201
Carr Financial Group
Massachusetts
$1.24M +$37.8K +543 +3%
PGA
202
Portland Global Advisors
Maine
$1.23M – – –
NYLIM
203
New York Life Investment Management
New York
$1.21M -$14.6K -211 -1%
RCG
204
Regatta Capital Group
California
$1.21M -$73.1K -1,057 -6%
AGWCA
205
Annis Gardner Whiting Capital Advisors
Florida
$1.19M +$1.19M +17,231 New
WLIM
206
White Lighthouse Investment Management
Massachusetts
$1.19M +$45.3K +656 +4%
SWG
207
Summit Wealth Group
Vermont
$1.18M +$11.7K +169 +1%
CAMV
208
Concord Asset Management (Virginia)
Virginia
$1.17M +$32.9K +476 +3%
EGWAG
209
Elwood & Goetz Wealth Advisory Group
Georgia
$1.15M -$388K -5,610 -25%
BBHC
210
Brown Brothers Harriman & Co
New York
$1.13M +$1.13M +16,343 New
CB
211
Centennial Bank
Arkansas
$1.13M +$55.3K +800 +5%
ADL
212
Asset Dedication LLC
California
$1.12M -$2.92K -42 -0.3%
WCM
213
Windham Capital Management
Massachusetts
$1.11M -$15.7K -227 -1%
BF
214
Brooklyn FI
New York
$1.1M +$13.4K +194 +1%
PWMG
215
Pioneer Wealth Management Group
Texas
$1.1M +$62K +897 +6%
RW
216
REDW Wealth
New Mexico
$1.08M +$20.5K +296 +2%
CPIG
217
Chicago Partners Investment Group
Illinois
$1.06M +$135K +2,024 +15%
BCI
218
Brinker Capital Investments
Pennsylvania
$1.04M -$207K -2,990 -17%
OPS
219
Orion Portfolio Solutions
Nebraska
$1.04M -$207K -2,990 -17%
SAS
220
Sage Advisory Services
Texas
$1.03M +$34.9K +504 +3%
PA
221
Planning Alternatives
Michigan
$1.03M +$47.7K +690 +5%
GW
222
GW & Wade
Massachusetts
$1.03M +$108K +1,569 +12%
JFG
223
JMG Financial Group
Illinois
$1.01M +$245K +3,540 +32%
MI
224
Mercer Investments
Massachusetts
$1.01M -$12.9K -186 -1%
Cerity Partners
225
Cerity Partners
New York
$1M -$1.59M -22,932 -61%
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9
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