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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 %
DI
401
DFPG Investments
Utah
$293K -$108K -1,463 -27%
MFA
402
Mayflower Financial Advisors
Massachusetts
$293K +$11.2K +616 +4%
SFG
403
SNS Financial Group
Minnesota
$292K – – –
VC
404
Veracity Capital
Georgia
$291K -$25.1K -332 -8%
MFA
405
Morling Financial Advisors
California
$290K -$2.42K -32 -0.8%
TDWM
406
Topel & Distasi Wealth Management
California
$286K – – –
OBWP
407
O'Brien Wealth Partners
Massachusetts
$285K – – –
MFG
408
Mainsail Financial Group
Washington
$284K +$147 +2 +0.1%
BSB
409
Bangor Savings Bank
Maine
$281K -$35.8K -474 -11%
CA
410
CoreCap Advisors
Michigan
$275K -$14.8K -196 -5%
UAS
411
United Asset Strategies
New York
$275K +$18.3K +242 +7%
FHA
412
First Horizon Advisors
Tennessee
$274K -$161K -2,127 -37%
DSN
413
D. Scott Neal
Kentucky
$272K – – –
EPP
414
ETF Portfolio Partners
Kansas
$272K +$1.13K +15 +0.4%
BFM
415
Boston Financial Management
Massachusetts
$272K -$16.6K -220 -6%
MAA
416
Matrix Asset Advisors
New York
$268K -$3.4K -45 -1%
SOAG
417
Silver Oak Advisory Group
Oregon
$267K +$3.18K +42 +1%
WIA
418
World Investment Advisors
California
$265K -$231K -3,053 -47%
RPSA
419
Richard P. Slaughter Associates
Texas
$264K -$179K -2,365 -40%
MW
420
Marcum Wealth
Ohio
$263K – – –
PWM
421
Perigon Wealth Management
California
$260K -$1.62M -21,434 -86%
SP
422
Symmetry Partners
Connecticut
$259K -$123K -1,632 -32%
MWS
423
Maxwell Wealth Strategies
California
$257K +$257K +3,399 New
EWS
424
Evergreen Wealth Solutions
Pennsylvania
$256K +$22.9K +303 +10%
LWA
425
LWS Wealth Advisors
New Jersey
$255K +$3.17K +42 +1%
15 16
17
18 19