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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 %
WWP
126
Waypoint Wealth Partners
California
$3.22M -$297K -3,933 -8%
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.2M +$345K +4,563 +12%
QC
128
Quent Capital
New York
$3.17M +$89.9K +1,190 +3%
FHB
129
First Hawaiian Bank
Hawaii
$3.15M -$227K -3,009 -7%
PL
130
Plancorp LLC
Missouri
$3.14M +$184K +2,439 +6%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$3.07M +$438K +5,804 +17%
Fisher Asset Management
132
Fisher Asset Management
Washington
$3.01M +$287K +3,796 +11%
LNWWM
133
Laird Norton Wetherby Wealth Management
California
$2.95M -$2.41M -31,874 -45%
PAS
134
Park Avenue Securities
New York
$2.95M -$5.82M -77,003 -66%
BFG
135
Baron Financial Group
New Jersey
$2.92M -$2.64K -35 -0.1%
CTC
136
Central Trust Company
Missouri
$2.81M -$82.8K -1,096 -3%
VCM
137
Vision Capital Management
Oregon
$2.79M +$399K +5,281 +17%
KP
138
Keel Point
Alabama
$2.76M +$1.05M +13,958 +62%
MGIA
139
Moneta Group Investment Advisors
Missouri
$2.71M +$638K +8,451 +31%
JFG
140
JMG Financial Group
Illinois
$2.69M +$1.59M +21,000 +143%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$2.62M -$219K -2,894 -8%
CAM
142
Cresset Asset Management
Illinois
$2.61M +$124K +1,648 +5%
WP
143
WealthShield Partners
North Carolina
$2.59M -$453K -5,994 -15%
MAM
144
Magellan Asset Management
Australia
$2.55M -$342K -4,524 -12%
CWM
145
Cranbrook Wealth Management
Michigan
$2.54M +$105K +1,388 +4%
PA
146
Parkside Advisors
California
$2.45M +$198K +2,625 +9%
AWA
147
Alaska Wealth Advisors
Alaska
$2.33M +$165K +2,184 +8%
FA
148
Financial Advisors
Massachusetts
$2.3M -$30.5K -404 -1%
WB
149
WesBanco Bank
West Virginia
$2.29M +$81.3K +1,076 +4%
COCM
150
Charter Oak Capital Management
New Hampshire
$2.27M -$43.4K -575 -2%
4 5
6
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