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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
Morgan Stanley
New York
$737M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$50.5M
3
Jane Street
Jane Street
New York
$34.5M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$375M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$47.6M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$254M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
3
EI
Ellevest Inc
New York
$8.72M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$0
5
Empower Advisory Group
Empower Advisory Group
Colorado
$453M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
476
Qube Research & Technologies (QRT)
United Kingdom
$114K +$114K +1,513 New
KHC
477
Koesten Hirschmann & Crabtree
Kansas
$112K – – –
BCM
478
Bourgeon Capital Management
Connecticut
$108K +$3.78K +50 +4%
LFA
479
LGT Financial Advisors
Texas
$99.9K +$1.21K +16 +1%
NSIM
480
North Star Investment Management
Illinois
$95.3K +$378 +5 +0.4%
GC
481
Gould Capital
Washington
$94.8K +$2.72K +36 +3%
TCOV
482
Trust Company of Vermont
Vermont
$92.8K – – –
VAMG
483
Voisard Asset Management Group
Michigan
$91.3K +$91.3K +1,209 New
JFGIW
484
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84.5K -$71.4K -945 -46%
BL
485
BFSG LLC
California
$84.2K +$84.2K +1,114 New
GM
486
GeoWealth Management
Illinois
$84K +$75 +1 +0.1%
AWM
487
AllSquare Wealth Management
New York
$82.8K – – –
TC
488
Trust Company
Kansas
$75.1K +$3.85K +51 +5%
GWM
489
Geneos Wealth Management
Colorado
$74.6K +$3.93K +52 +6%
AF
490
Allworth Financial
California
$67.3K -$654K -8,661 -91%
KFI
491
Key Financial Inc
Pennsylvania
$64.9K – – –
MFA
492
McClarren Financial Advisors
Pennsylvania
$63K +$752 +10 +1%
SA
493
Scarborough Advisors
Maryland
$62.7K +$62.7K +830 New
SWM
494
Sugarloaf Wealth Management
Georgia
$62.1K – – –
IRC
495
Investors Research Corp
Georgia
$58.3K +$9.37K +124 +19%
IWP
496
IAG Wealth Partners
Wisconsin
$57.8K – – –
SSB
497
Sandy Spring Bank
Maryland
$56.2K +$56.2K +744 New
BNP Paribas Financial Markets
498
BNP Paribas Financial Markets
France
$54.1K +$23K +304 +74%
TCM
499
TD Capital Management
Tennessee
$53.4K +$604 +8 +1%
AA
500
Ancora Advisors
Ohio
$53.4K – – –
18 19
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