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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 %
IHWM
526
Iron Horse Wealth Management
Iowa
$27.3K – – –
AWM
527
Atticus Wealth Management
Florida
$25.9K +$2.04K +27 +9%
WCM
528
Winthrop Capital Management
Indiana
$24.4K +$24.4K +323 New
CCMI
529
Creative Capital Management Investments
California
$24.2K – – –
HIA
530
Harbor Investment Advisory
Maryland
$23.2K – – –
BWM
531
BKM Wealth Management
Wisconsin
$23K +$23K +304 New
BONH
532
Bank of New Hampshire
New Hampshire
$22.3K – – –
GWSG
533
GPS Wealth Strategies Group
Colorado
$21K -$5.36K -71 -20%
CMP
534
Coston McIsaac & Partners
Maine
$21K +$302 +4 +1%
TIM
535
Tortoise Investment Management
New York
$19.7K – – –
TFA
536
Toth Financial Advisory
Virginia
$19.6K +$76 +1 +0.4%
TWP
537
TFO Wealth Partners
Ohio
$19K +$12.2K +162 +180%
PWA
538
Provenance Wealth Advisors
Florida
$18.7K – – –
AWM
539
Aspire Wealth Management
Massachusetts
$17.3K – – –
CFO
540
CVA Family Office
Colorado
$16.5K +$16.5K +219 New
Bessemer Group
541
Bessemer Group
New Jersey
$16K -$1.12K -15 -7%
SRCM
542
Signature Resources Capital Management
California
$14.8K +$14.8K +196 New
CA
543
Crewe Advisors
Utah
$14.7K +$302 +4 +2%
AIP
544
Ameritas Investment Partners
Nebraska
$14K – – –
FCA
545
FinTrust Capital Advisors
South Carolina
$12.7K – – –
BFEC
546
Benjamin F. Edwards & Company
Missouri
$12K – – –
WT
547
Washington Trust
Rhode Island
$11.7K +$11.7K +155 New
CJ
548
Caitlin John
Michigan
$11.2K +$11.2K +148 New
RP
549
Rice Partnership
Hawaii
$10.7K +$76 +1 +0.7%
LOIP
550
Live Oak Investment Partners
Texas
$9.82K -$8.71K – –
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