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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 %
BCM
176
Brookstone Capital Management
Illinois
$1.78M -$132K -1,745 -7%
RJT
177
Raymond James Trust
Florida
$1.78M +$278K +3,681 +19%
VC
178
Vicus Capital
Pennsylvania
$1.77M -$162K -2,151 -8%
HI
179
Harbour Investments
Wisconsin
$1.76M -$83.5K -1,106 -5%
BC
180
Brio Consultants
California
$1.76M +$138K +1,830 +9%
PWLP
181
Prio Wealth Limited Partnership
Massachusetts
$1.76M – – –
CWP
182
CFM Wealth Partners
Texas
$1.74M – – –
BWM
183
BigSur Wealth Management
Florida
$1.74M – – –
GC
184
Grimes & Company
Massachusetts
$1.73M -$8.01K -106 -0.5%
HHGA
185
Halbert Hargrove Global Advisors
California
$1.69M +$68.8K +911 +4%
PWMG
186
Pioneer Wealth Management Group
Texas
$1.63M +$435K +5,760 +36%
3AM
187
3EDGE Asset Management
Florida
$1.62M +$1.62M +21,437 New
MCCP
188
Mission Creek Capital Partners
California
$1.6M -$24.2K -320 -1%
DWT
189
Dorsey & Whitney Trust
South Dakota
$1.59M -$37.8K -500 -2%
APP
190
Avantax Planning Partners
Iowa
$1.59M -$50.3K -666 -3%
OCM
191
One Capital Management
California
$1.57M -$22.5K -298 -1%
JFGLC
192
Johnson Financial Group LLC (Colorado)
Colorado
$1.56M – – –
LWMG
193
Levy Wealth Management Group
Pennsylvania
$1.55M +$55.6K +736 +4%
MMA
194
Miracle Mile Advisors
California
$1.53M -$20.1K -266 -1%
OFP
195
OLIO Financial Planning
Virginia
$1.51M -$8.08K -107 -0.5%
WN
196
Williams & Novak
California
$1.5M +$1.5M +19,866 New
G
197
GenTrust
Florida
$1.47M +$1.13K +15 +0.1%
NP
198
NorthRock Partners
Minnesota
$1.43M +$1.43M +18,884 New
NYLIM
199
New York Life Investment Management
New York
$1.41M +$91.7K +1,214 +7%
OWA
200
One Wealth Advisors
California
$1.4M -$1.39M -18,384 -50%
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