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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.

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
AG
4
AlTi Global
New York
$23.2M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$375M

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$737M 9,751,532 +4,941,874 +103%
Bank of America
2
Bank of America
North Carolina
$694M 9,181,324 -87,117 -0.9%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$456M 6,043,119 +45,106 +0.8%
Empower Advisory Group
4
Empower Advisory Group
Colorado
$453M 5,999,761 -236,923 -4%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$375M 4,968,707 +169,717 +4%
Betterment LLC
6
Betterment LLC
New York
$290M 3,836,523 +117,099 +3%
Northern Trust
7
Northern Trust
Illinois
$254M 3,367,218 -833,704 -20%
Ameriprise
8
Ameriprise
Minnesota
$153M 2,025,486 +116,390 +6%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$148M 1,954,572 -77,122 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$132M 1,750,354 +18,656 +1%
Wells Fargo
11
Wells Fargo
California
$123M 1,626,367 +47,774 +3%
BlackRock
12
BlackRock
New York
$122M 1,617,091 -154,668 -9%
Goldman Sachs
13
Goldman Sachs
New York
$122M 1,612,149 +9,654 +0.6%
UBS Group
14
UBS Group
Switzerland
$115M 1,523,024 -11,883 -0.8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$111M 1,472,406 -815,743 -36%
FLPIM
16
F.L. Putnam Investment Management
Massachusetts
$99.5M 1,316,915 +13,714 +1%
AA
17
Acorns Advisers
California
$89.3M 1,181,843 +51,257 +5%
ST
18
Spinnaker Trust
Maine
$88.7M 1,173,839 +7,635 +0.7%
Wealthfront Advisers
19
Wealthfront Advisers
California
$74.7M 989,149 +82,605 +9%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$62.5M 826,962 +48,660 +6%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$60.5M 800,912 +82,511 +11%
US Bancorp
22
US Bancorp
Minnesota
$60.3M 798,067 +27,880 +4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$50.5M 669,144 +393,535 +143%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$47.6M 629,563 +166,639 +36%
HighTower Advisors
25
HighTower Advisors
Illinois
$43.1M 570,626 -7,677 -1%
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