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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 %
HWA
151
Hilltop Wealth Advisors
North Carolina
$2.24M +$132K +1,746 +6%
GAM
152
Gould Asset Management
California
$2.24M +$44K +582 +2%
IWC
153
Integrated Wealth Concepts
Massachusetts
$2.23M +$16.8K +223 +0.8%
MI
154
Mercer Investments
Massachusetts
$2.22M +$1.13M +14,906 +102%
PHIC
155
Pine Haven Investment Counsel
Massachusetts
$2.22M +$61.6K +816 +3%
MBT
156
Montecito Bank & Trust
California
$2.15M -$112K -1,485 -5%
LRWA
157
Long Run Wealth Advisors
New York
$2.14M -$62.8K -832 -3%
S
158
Syntrinsic
Colorado
$2.13M +$25.7K +340 +1%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$2.1M +$387K +5,125 +23%
TWM
160
TriaGen Wealth Management
California
$2.06M -$50.4K -667 -2%
CL
161
Choreo LLC
Illinois
$2.06M -$1.44K -19 -0.1%
BOPW
162
Brandywine Oak Private Wealth
Pennsylvania
$2.03M +$12.2K +161 +0.6%
FWI
163
Facet Wealth Inc
Maryland
$2.03M +$76.3K +1,013 +4%
CWM
164
Connecticut Wealth Management
Connecticut
$1.98M +$4.61K +61 +0.2%
RFA
165
RTD Financial Advisors
Pennsylvania
$1.96M +$32.7K +433 +2%
OMC
166
Old Mission Capital
Illinois
$1.96M -$1.83M -24,223 -48%
RF
167
RHS Financial
California
$1.93M -$77.4K -1,025 -4%
ASN
168
Advisory Services Network
Georgia
$1.93M -$191K -2,523 -9%
B
169
Bailard
California
$1.91M -$120K -1,595 -6%
HWA
170
Heritage Wealth Advisors
Virginia
$1.91M +$52.4K +694 +3%
NCM
171
Neumann Capital Management
California
$1.91M +$121K +1,600 +7%
ACA
172
Affinity Capital Advisors
California
$1.88M -$87.3K -1,156 -4%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$1.82M -$2.64M -34,968 -59%
AF
174
Affiance Financial
Minnesota
$1.81M +$5.14K +68 +0.3%
DT
175
Diversified Trust
Tennessee
$1.8M -$14K -185 -0.8%
5 6
7
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