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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 %
GWS
576
Glassman Wealth Services
Virginia
$151 – – –
GI
577
Gradient Investments
Minnesota
$76 – – –
OP
578
ORG Partners
Indiana
$16 -$12.8K -185 Closed
Envestnet Portfolio Solutions
579
Envestnet Portfolio Solutions
Illinois
– -$19.3M -279,613 Closed
Citadel Advisors
580
Citadel Advisors
Florida
– -$7.37M -106,572 Closed
VIA
581
Virtus Investment Advisers
Connecticut
– -$5.64M -81,568 Closed
VFIC
582
Valley Forge Investment Consultants
Pennsylvania
– -$1.96M -28,358 Closed
AWS
583
Atria Wealth Solutions
New York
– -$1.69M -24,438 Closed
HGWM
584
Horst & Graben Wealth Management
Oregon
– -$933K -13,500 Closed
SFS
585
Sowell Financial Services
Arkansas
– -$910K -13,168 Closed
SHJ
586
Sharkey, Howes & Javer
Colorado
– -$833K -12,049 Closed
Prudential Financial
587
Prudential Financial
New Jersey
– -$721K -10,432 Closed
VFO
588
Virtus Family Office
Texas
– -$684K -9,892 Closed
D
589
Dentgroup
Louisiana
– -$623K -9,018 Closed
WA
590
Wealth Alliance
New York
– -$617K -8,928 Closed
SWM
591
SigFig Wealth Management
California
– -$606K -8,764 Closed
CA
592
Cambridge Associates
Massachusetts
– -$584K -8,441 Closed
ASFA
593
All Season Financial Advisors
Colorado
– -$480K -6,946 Closed
APW
594
Austin Private Wealth
Texas
– -$463K -6,702 Closed
MPW
595
MA Private Wealth
California
– -$463K -6,694 Closed
TCM
596
Traynor Capital Management
Pennsylvania
– -$368K -5,320 Closed
MA
597
MONECO Advisors
Connecticut
– -$302K -4,362 Closed
RIA
598
Regal Investment Advisors
Michigan
– -$301K -4,348 Closed
SCA
599
Snowden Capital Advisors
New York
– -$286K -4,143 Closed
BRWA
600
B. Riley Wealth Advisors
Florida
– -$274K -3,968 Closed
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