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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 %
WT
201
Whittier Trust
California
$1.4M +$311K +4,116 +28%
CCM
202
Coldstream Capital Management
Washington
$1.39M +$411K +5,435 +42%
PWMG
203
Private Wealth Management Group
New Jersey
$1.38M +$1.38M +18,267 New
HNB
204
Huntington National Bank
Ohio
$1.37M -$1.7M – –
LNC
205
Lincoln National Corp
Pennsylvania
$1.37M -$10.5K -139 -0.8%
VAF
206
Values Added Financial
District of Columbia
$1.36M -$74.2K -982 -5%
PGA
207
Portland Global Advisors
Maine
$1.34M – – –
PAG
208
Private Advisor Group
New Jersey
$1.33M -$40.6K -537 -3%
WLIM
209
White Lighthouse Investment Management
Massachusetts
$1.31M +$8.23K +109 +0.6%
AGWCA
210
Annis Gardner Whiting Capital Advisors
Florida
$1.3M +$1.51K +20 +0.1%
SWG
211
Summit Wealth Group
Vermont
$1.3M +$7.4K +98 +0.6%
CPIG
212
Chicago Partners Investment Group
Illinois
$1.28M +$90.8K +1,213 +8%
CFG
213
Carr Financial Group
Massachusetts
$1.27M -$72.2K -956 -5%
PCA
214
Pallas Capital Advisors
Massachusetts
$1.27M +$1.27M +16,771 New
EGWAG
215
Elwood & Goetz Wealth Advisory Group
Georgia
$1.25M -$7.55K -100 -0.6%
AWM
216
Axxcess Wealth Management
California
$1.25M +$345K +4,563 +38%
RCG
217
Regatta Capital Group
California
$1.24M -$76.1K -1,007 -6%
BBHC
218
Brown Brothers Harriman & Co
New York
$1.23M – – –
CB
219
Centennial Bank
Arkansas
$1.23M -$3.78K -50 -0.3%
RW
220
REDW Wealth
New Mexico
$1.22M +$47.2K +625 +4%
B
221
Birchbrook
Maine
$1.22M +$1.22M +16,165 New
CWP
222
Concord Wealth Partners
Virginia
$1.22M -$383K -5,074 -24%
WCM
223
Windham Capital Management
Massachusetts
$1.21M -$4.91K -65 -0.4%
BF
224
Brooklyn FI
New York
$1.2M +$3.63K +48 +0.3%
ADL
225
Asset Dedication LLC
California
$1.17M -$50K -662 -4%
7 8
9
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