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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.

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
Empower Advisory Group
1
Empower Advisory Group
Colorado
$458M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$399M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$225M
4
FA
4
Forefront Analytics
Pennsylvania
$19.6M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$170M

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$778M 10,830,874 -2,327,215 -18%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$458M 6,325,518 +6,325,518 New
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$399M 5,558,595 +384,078 +7%
TF
4
TIAA FSB
Florida
$348M 4,848,863 -44,404 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$335M 4,664,123 -151,548 -3%
Betterment LLC
6
Betterment LLC
New York
$252M 3,512,393 -35,514 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$225M 3,128,342 +343,591 +12%
Northern Trust
8
Northern Trust
Illinois
$184M 2,558,583 +68,581 +3%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$170M 2,369,208 +272,826 +13%
BlackRock
10
BlackRock
New York
$148M 2,057,961 +95,503 +5%
Ameriprise
11
Ameriprise
Minnesota
$122M 1,698,363 -30,297 -2%
Goldman Sachs
12
Goldman Sachs
New York
$113M 1,573,785 -299,281 -16%
UBS Group
13
UBS Group
Switzerland
$111M 1,541,296 -5,859 -0.4%
ST
14
Spinnaker Trust
Maine
$84.1M 1,170,647 +3,266 +0.3%
FLPIM
15
F.L. Putnam Investment Management
Massachusetts
$72.9M 1,014,351 +104,119 +11%
AA
16
Acorns Advisers
California
$72M 1,002,368 +50,855 +5%
Wells Fargo
17
Wells Fargo
California
$70.4M 979,364 +93,620 +11%
Wealthfront Advisers
18
Wealthfront Advisers
California
$56.1M 781,018 +44,592 +6%
CFG
19
Citizens Financial Group
Rhode Island
$53.8M 749,367 +5,284 +0.7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$53.1M 739,228 +79,070 +12%
US Bancorp
21
US Bancorp
Minnesota
$49M 682,531 +64,769 +10%
EI
22
Ellevest Inc
New York
$48.9M 680,236 +7,925 +1%
SR
23
Swiss Re
Switzerland
$48.3M 673,000 – –
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$41.3M 574,614 +157,003 +38%
HighTower Advisors
25
HighTower Advisors
Illinois
$41.2M 573,594 +26,636 +5%
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