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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 %
VAG
501
VisionPoint Advisory Group
Texas
$51.5K +$51.5K +682 New
PCFFS
502
Pacific Center for Financial Services
California
$50.8K – – –
NSG
503
Nalls Sherbakoff Group
Tennessee
$48.9K – – –
EA
504
Evolution Advisers
Virginia
$48K +$48K +650 New
AIC
505
Archer Investment Corporation
Indiana
$48K – – –
Bank of Montreal
506
Bank of Montreal
Ontario, Canada
$46K -$1.67M -22,007 -97%
SS
507
Sunbelt Securities
Texas
$44.7K – – –
TWC
508
TD Waterhouse Canada
Ontario, Canada
$44.6K -$20K -270 -31%
FWP
509
FAS Wealth Partners
Kansas
$44.4K +$7.78K +103 +21%
CAS
510
Coppell Advisory Solutions
Texas
$42.3K +$6.12K +81 +17%
CFFP
511
Center for Financial Planning
Michigan
$41.2K – – –
HPC
512
HM Payson & Co
Maine
$39.7K -$382K -5,053 -91%
4FG
513
4Thought Financial Group
New York
$39.2K +$13.1K +174 +50%
MSWM
514
McGlone Suttner Wealth Management
Wisconsin
$38.6K +$38.6K +511 New
ST
515
Smithfield Trust
Pennsylvania
$38K – – –
LFG
516
Larson Financial Group
Missouri
$36.6K +$302 +4 +0.8%
BGAI
517
Bruce G. Allen Investments
Colorado
$34.4K +$34.4K +455 New
M
518
MOTCO
Texas
$33.7K – – –
YAL
519
Your Advocates Ltd
Texas
$33.3K +$11.4K +151 +52%
CIAS
520
Capital Investment Advisory Services
North Carolina
$32.5K – – –
RA
521
Rise Advisors
New York
$32.1K +$378 +5 +1%
AWM
522
Able Wealth Management
New Jersey
$30.4K +$30.4K +403 New
LWA
523
Lowe Wealth Advisors
Maryland
$30.2K – – –
IGWM
524
ICA Group Wealth Management
Colorado
$30.2K +$30.2K +400 New
HGA
525
Hobbs Group Advisors
South Carolina
$27.5K +$27.5K +364 New
19 20
21
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