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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.

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 %
SEI Investments
26
SEI Investments
Pennsylvania
$38.6M +$1.21M +15,976 +3%
Creative Planning
27
Creative Planning
Kansas
$38.4M +$2.16M +28,646 +6%
M&T Bank
28
M&T Bank
New York
$38.2M +$2.14M +28,298 +6%
Jane Street
29
Jane Street
New York
$34.5M +$28.1M +372,540 +446%
FT
30
Fiduciary Trust
Massachusetts
$33.4M +$1.73M +22,955 +5%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$33.1M -$7.61M -100,700 -19%
LPL Financial
32
LPL Financial
California
$33.1M -$1.61M -21,271 -5%
DADC
33
D.A. Davidson & Co
Montana
$30.7M -$404K -5,351 -1%
EWA
34
EP Wealth Advisors
California
$29M +$1.02M +13,534 +4%
I
35
IMPACTfolio
Colorado
$28.6M +$3.02M +40,004 +12%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$28.2M +$222K +2,943 +0.8%
FA
37
Forefront Analytics
Pennsylvania
$27.7M +$1.65M +21,873 +6%
Corient Private Wealth
38
Corient Private Wealth
Florida
$26.8M -$63.7K -843 -0.2%
MWM
39
Mission Wealth Management
California
$24.1M +$1.97M +26,050 +9%
CFG
40
Citizens Financial Group
Rhode Island
$23.8M +$721K +9,543 +3%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$23.3M -$590K -7,805 -2%
AG
42
AlTi Global
New York
$23.2M +$23.2M +307,560 New
HCM
43
Howland Capital Management
Massachusetts
$23.1M +$493K +6,531 +2%
EWM
44
Empirical Wealth Management
Washington
$23M +$770K +10,192 +3%
LSAG
45
Lake Street Advisors Group
New Hampshire
$20.2M +$556K +7,355 +3%
William Blair & Company
46
William Blair & Company
Illinois
$18.2M -$648K -8,576 -3%
HNW
47
High Note Wealth
Minnesota
$18.2M +$60.1K +796 +0.3%
MD
48
Money Design
Japan
$18M -$1.46M -19,392 -8%
KeyBank National Association
49
KeyBank National Association
Ohio
$17.6M +$580K +7,677 +3%
AIA
50
Ally Invest Advisors
North Carolina
$17.6M +$667K +8,828 +4%
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