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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

575 hedge funds and large institutions have $6.51B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 230 increasing their positions, 191 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+22
Holders Change %
+3.98%
% of All Funds
8.43%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
71
Increased
230
Reduced
191
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$737M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$50.5M
3
Jane Street
3
Jane Street
New York
$34.5M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$375M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$47.6M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$254M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M
3
EI
3
Ellevest Inc
New York
$8.72M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$0
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$453M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
226
GW & Wade
Massachusetts
$1.17M +$44.1K +584 +4%
SAS
227
Sage Advisory Services
Texas
$1.15M +$16.8K +222 +1%
PA
228
Planning Alternatives
Michigan
$1.09M -$34.6K -458 -3%
SDWMA
229
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.09M +$484K +6,404 +80%
CCA
230
Cobblestone Capital Advisors
New York
$1.08M +$190K +2,517 +21%
W
231
WealthCollab
Washington
$1.08M +$1.08M +14,341 New
MRC
232
Millburn Ridgefield Corp
New York
$1.08M +$1.08M +14,277 New
MCM
233
Mendel Capital Management
Arkansas
$1.07M +$6.12K +81 +0.6%
FI
234
Financial Insights
Washington
$1.07M -$19.7K -261 -2%
MFG
235
Merit Financial Group
Georgia
$1.05M -$21.1K -279 -2%
OBWG
236
Onyx Bridge Wealth Group
New York
$1.01M +$686K +9,082 +210%
HTC
237
Haverford Trust Company
Pennsylvania
$1.01M +$108K +1,429 +12%
SFP
238
Shepherd Financial Partners
Massachusetts
$1M +$3.93K +52 +0.4%
EFN
239
Equita Financial Network
Pennsylvania
$969K – – –
ACM
240
Armbruster Capital Management
New York
$963K +$64.9K +859 +7%
Comerica Bank
241
Comerica Bank
Texas
$953K -$95.8K -1,268 -9%
MAWA
242
Moss Adams Wealth Advisors
Washington
$952K +$916K +12,122 +2,557%
HWM
243
HB Wealth Management
Georgia
$938K +$28.4K +376 +3%
OFG
244
Omega Financial Group
California
$916K -$3.4K -45 -0.4%
FGAM
245
Financial Gravity Asset Management
Texas
$909K +$89.5K +1,930 +11%
Deutsche Bank
246
Deutsche Bank
Germany
$902K -$71.2K -942 -7%
OPS
247
Orion Portfolio Solutions
Nebraska
$873K -$258K -3,437 -23%
BCI
248
Brinker Capital Investments
Pennsylvania
$873K -$258K -3,437 -23%
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$869K +$75.1K +994 +9%
CAMV
250
Concord Asset Management (Virginia)
Virginia
$866K -$414K -5,480 -32%
8 9
10
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