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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 %
SWPG
326
Strategic Wealth Partners Group
Illinois
$469K -$360K -4,763 -43%
WSWA
327
Warren Street Wealth Advisors
California
$465K +$82.1K +1,087 +21%
WANY
328
Wealthspire Advisors (New York)
New York
$464K -$22.4K -297 -5%
BOH
329
Bank of Hawaii
Hawaii
$457K +$27.1K +359 +6%
TPCW
330
TD Private Client Wealth
New York
$457K – – –
FCI
331
Financial Counselors Inc
Kansas
$452K – – –
HWM
332
Hemington Wealth Management
Virginia
$447K – – –
ITB
333
Idaho Trust Bank
Idaho
$446K -$62.7K -830 -12%
NB
334
Nicolet Bankshares
Wisconsin
$444K +$444K +5,878 New
CC
335
Chicago Capital
Illinois
$443K – – –
HB
336
HTLF Bank
Colorado
$440K +$440K +5,820 New
FF
337
Farrell Financial
New York
$425K +$425K +6,127 New
LFG
338
Leverty Financial Group
Wisconsin
$413K – – –
TVAMP
339
Tennessee Valley Asset Management Partners
Tennessee
$407K +$407K +5,394 New
SDJVC
340
St. Denis J. Villere & Co
Louisiana
$407K +$407K +5,393 New
AWM
341
Apollon Wealth Management
South Carolina
$405K +$27.3K +362 +7%
FRA
342
Frank Rimerman Advisors
California
$405K – – –
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$403K +$230K +3,045 +133%
BFP
344
Beacon Financial Planning
Massachusetts
$403K +$4.76K +63 +1%
AWA
345
Aaron Wealth Advisors
Illinois
$399K -$10.4K -138 -3%
FG
346
Foster Group
Iowa
$398K – – –
AP
347
Appleton Partners
Massachusetts
$389K +$4.53K +60 +1%
NEPWA
348
New England Private Wealth Advisors
Massachusetts
$386K +$4.61K +61 +1%
CB
349
Community Bank
New York
$385K -$3.4K -45 -0.9%
UCFA
350
United Capital Financial Advisors
Texas
$385K -$61.8K -818 -14%
12 13
14
15 16