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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
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 %
FAAM
76
First Ascent Asset Management
Colorado
$8.32M +$1.86M +24,652 +29%
SHGA
77
Sand Hill Global Advisors
California
$8.22M -$102K -1,354 -1%
DF
78
Dunhill Financial
United Kingdom
$8.2M -$15.8M -209,611 -66%
SRWM
79
Shira Ridge Wealth Management
California
$7.92M +$330K +4,364 +4%
BDFN
80
Bond & Devick Financial Network
Minnesota
$7.83M +$197K +2,605 +3%
Mariner
81
Mariner
Kansas
$7.75M +$142K +1,882 +2%
Stifel Financial
82
Stifel Financial
Missouri
$7.59M -$92.5K -1,225 -1%
HIF
83
Hill Island Financial
Michigan
$6.83M -$295K -3,909 -4%
BWP
84
BSW Wealth Partners
Colorado
$6.75M -$213K -2,814 -3%
AC
85
Apella Capital
Connecticut
$6.59M -$522K -7,030 -7%
LGWM
86
Litman Gregory Wealth Management
California
$6.52M +$256K +3,389 +4%
GC
87
Garde Capital
Washington
$6.4M -$2.38M -31,484 -27%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$6.2M -$553K -7,319 -8%
WI
89
WrapManager Inc
California
$6.19M +$690K +9,139 +13%
CGL
90
Clarius Group LLC
Washington
$6.15M +$217K +2,875 +4%
FEG
91
Fund Evaluation Group
Ohio
$6.05M +$181K +2,394 +3%
NA
92
Nottingham Advisors
New York
$5.93M -$11.2K -148 -0.2%
SWA
93
SOA Wealth Advisors
New York
$5.84M -$184K -2,432 -3%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$5.83M +$180K +2,381 +3%
KAS
95
Kestra Advisory Services
Texas
$5.72M -$11.4M -150,744 -67%
DAS
96
Dynamic Advisor Solutions
Arizona
$5.68M -$175K -2,348 -3%
SAG
97
SageView Advisory Group
California
$5.51M +$471K +6,220 +9%
BWM
98
Baystate Wealth Management
Massachusetts
$5.48M +$163K +2,153 +3%
OWM
99
Orgel Wealth Management
Wisconsin
$5.46M +$28K +371 +0.5%
WA
100
Wealth Architects
California
$5.45M -$28.5K -377 -0.5%
2 3
4
5 6