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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 %
NW
451
NewEdge Wealth
Pennsylvania
$209K -$25K -331 -11%
SWM
452
Spire Wealth Management
Virginia
$209K -$71.8K -967 -26%
SAM
453
Synergy Asset Management
Washington
$208K +$208K +2,751 New
IIC
454
Integrated Investment Consultants
Michigan
$207K +$207K +2,736 New
Brown Advisory
455
Brown Advisory
Maryland
$204K +$204K +2,705 New
YIH
456
Y-Intercept (HK)
Hong Kong
$200K +$200K +2,654 New
AF
457
Advisornet Financial
Minnesota
$194K -$63.8K -844 -25%
GWM
458
Grand Wealth Management
Michigan
$191K -$5.59K -74 -3%
MFC
459
Morris Financial Concepts
South Carolina
$184K +$184K +2,437 New
CFGS
460
Concourse Financial Group Securities
Alabama
$179K -$34.7K -460 -16%
S
461
Sachetta
Massachusetts
$170K +$170K +2,248 New
DWMG
462
DB Wealth Management Group
California
$166K +$93.8K +1,242 +131%
WTC
463
WhitTier Trust Company
Nevada
$160K – – –
PS
464
Principal Securities
Iowa
$159K +$159K +2,108 New
KFP
465
Keener Financial Planning
Texas
$158K +$158K +2,098 New
BC
466
Bartlett & Co
Ohio
$149K +$2.12K +28 +1%
BCWM
467
Bartlett & Co Wealth Management
Ohio
$149K +$2.11K +28 +1%
CPG
468
Cornerstone Planning Group
New Jersey
$144K -$302 -4 -0.2%
PFBT
469
Parkside Financial Bank & Trust
Missouri
$143K – – –
GT
470
Glenmede Trust
Pennsylvania
$142K +$142K +1,886 New
S
471
SignatureFD
Georgia
$140K -$7.03K -93 -5%
C
472
Covestor
United Kingdom
$138K -$27.7K -367 -17%
CA
473
Clearstead Advisors
Ohio
$134K -$133K -1,761 -50%
OSAM
474
O'Shaughnessy Asset Management
Connecticut
$118K -$4.46K -59 -4%
RIM
475
Rockbridge Investment Management
New York
$116K +$116K +1,541 New
17 18
19
20 21