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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 %
RWP
351
Revolve Wealth Partners
New Jersey
$382K -$39.3K -520 -9%
SC
352
Stephens Consulting
Michigan
$382K -$1.13K -15 -0.3%
BFP
353
Brewster Financial Planning
New York
$380K -$130K -1,724 -26%
VNA
354
Valley National Advisers
Pennsylvania
$380K +$25.9K +343 +7%
PMFA
355
Plante Moran Financial Advisors
Michigan
$379K – – –
WCF
356
West Coast Financial
California
$379K -$41.1K -544 -10%
PP
357
PDS Planning
Ohio
$377K +$20.3K +269 +6%
AC
358
AlphaCore Capital
California
$376K -$3.17K -42 -0.8%
AP
359
Adero Partners
California
$373K – – –
JF
360
JSF Financial
California
$370K +$42.7K +565 +13%
AA
361
Advisory Alpha
Michigan
$364K +$1.81K +24 +0.5%
SFG
362
Sage Financial Group
Pennsylvania
$354K -$17.2K -228 -5%
PFGIA
363
Patriot Financial Group Insurance Agency
Massachusetts
$354K -$180K -2,380 -34%
IA
364
IFP Advisors
Florida
$350K -$16.2K -214 -4%
CIA
365
Compass Ion Advisors
Pennsylvania
$349K – – –
AFG
366
ABLE Financial Group
Arizona
$343K +$14.8K +196 +5%
AAS
367
Avantax Advisory Services
Texas
$342K -$173K -2,287 -34%
T
368
TrueFG
Texas
$338K +$7.55K +100 +2%
PIA
369
Perennial Investment Advisors
California
$337K +$1.13K +15 +0.3%
PFA
370
Pathway Financial Advisors
Vermont
$334K – – –
RW
371
Rede Wealth
Virginia
$333K -$35K -463 -10%
FFN
372
Focus Financial Network
Minnesota
$332K -$33.7K -446 -9%
BWL
373
Bogart Wealth LLC
Virginia
$330K +$39.7K +525 +14%
DI
374
DDFG Inc
California
$329K +$8.39K +111 +3%
WAM
375
WNY Asset Management
New York
$322K +$6.35K +84 +2%
13 14
15
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