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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 %
PWA
376
Physician Wealth Advisors
Utah
$321K -$20.1K -270 -6%
DWG
377
Darden Wealth Group
Michigan
$321K +$321K +4,248 New
LW
378
Libra Wealth
California
$318K – – –
UL
379
Unionview LLC
Washington
$318K -$26.1K -346 -8%
FFA
380
Farther Finance Advisors
California
$317K +$2.12K +28 +0.7%
VHAM
381
Van Hulzen Asset Management
California
$316K – – –
RA
382
Regis Acquisition
Colorado
$313K +$313K +4,140 New
NC
383
Napatree Capital
Rhode Island
$313K +$313K +4,137 New
AGA
384
Arkos Global Advisors
Texas
$312K -$125K -1,649 -29%
CA
385
CGN Advisors
Kansas
$311K -$127K -1,682 -29%
FWP
386
Falcon Wealth Planning
California
$309K +$906 +12 +0.3%
CJFS
387
Coulter & Justus Financial Services
Tennessee
$309K – – –
KPWS
388
Kestra Private Wealth Services
Texas
$306K -$137K -1,809 -31%
WP
389
WealthSource Partners
California
$306K -$773K -10,233 -72%
BTWM
390
Baker Tilly Wealth Management
Wisconsin
$305K +$378 +5 +0.1%
WF
391
Warner Financial
Maryland
$304K +$681 +9 +0.2%
HDIM
392
Hanson & Doremus Investment Management
Vermont
$302K – – –
MNG
393
Manning & Napier Group
New York
$302K -$284K – –
IAN
394
Integrated Advisors Network
Texas
$302K +$76 +1 +0%
WFA
395
Wade Financial Advisory
California
$298K +$23.4K +310 +9%
FWM
396
Fingerlakes Wealth Management
New York
$297K -$15K -198 -5%
CA
397
Cetera Advisors
Colorado
$297K -$311K -4,120 -51%
PP
398
PrairieView Partners
Minnesota
$296K +$3.78K +50 +1%
PCMC
399
Private Capital Management (Colorado)
Colorado
$296K +$22.5K +298 +8%
RFP
400
Root Financial Partners
California
$296K +$37.3K +494 +14%
14 15
16
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