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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

573 hedge funds and large institutions have $6.57B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 232 increasing their positions, 180 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.31%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
43
Increased
232
Reduced
180
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EI
Ellevest Inc
New York
+$52.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$30.3M
3
Northern Trust
Northern Trust
Illinois
+$29M
4
Bank of America
Bank of America
North Carolina
+$19.9M
5
Betterment LLC
Betterment LLC
New York
+$14.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$370M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$52.4M
3
BlackRock
BlackRock
New York
-$32.9M
4
Jane Street
Jane Street
New York
-$24.2M
5
Empower Advisory Group
Empower Advisory Group
Colorado
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
226
Cascade Financial Partners
California
$1.11M +$1.11M +14,414 New
HTC
227
Haverford Trust Company
Pennsylvania
$1.11M +$47.9K +600 +5%
WT
228
Whittier Trust
California
$1.09M -$392K -4,903 -26%
FI
229
Financial Insights
Washington
$1.09M -$48.7K -610 -4%
MCM
230
Mendel Capital Management
Arkansas
$1.08M -$53.5K -670 -5%
SFP
231
Shepherd Financial Partners
Massachusetts
$1.07M +$6.71K +84 +0.6%
HWM
232
HB Wealth Management
Georgia
$1M +$8.39K +105 +0.8%
CWP
233
Concord Wealth Partners
Virginia
$998K -$292K -3,654 -23%
MI
234
Mercer Investments
Massachusetts
$996K -$1.36M -16,997 -58%
OFG
235
Omega Financial Group
California
$994K +$24.7K +309 +3%
PSCM
236
Per Stirling Capital Management
Texas
$969K +$969K +12,120 New
BCI
237
Brinker Capital Investments
Pennsylvania
$945K +$15.7K +197 +2%
OPS
238
Orion Portfolio Solutions
Nebraska
$945K +$15.7K +197 +2%
PA
239
Parallel Advisors
California
$937K +$139K +1,738 +17%
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$933K +$13.9K +174 +2%
CA
241
Cetera Advisors
Colorado
$933K +$619K +7,747 +197%
SWP
242
Stratos Wealth Partners
Ohio
$915K +$90.9K +1,138 +11%
EFN
243
Equita Financial Network
Pennsylvania
$914K -$111K -1,390 -11%
Comerica Bank
244
Comerica Bank
Texas
$894K -$115K -1,435 -11%
AWM
245
Aprio Wealth Management
Georgia
$886K +$8.23K +103 +0.9%
Deutsche Bank
246
Deutsche Bank
Germany
$873K -$80.9K -1,013 -8%
AIM
247
Acropolis Investment Management
Missouri
$863K +$26.9K +337 +3%
QCG
248
Quadrant Capital Group
Ohio
$848K -$41.2K -515 -5%
CAL
249
Capital Analysts LLC
Pennsylvania
$835K +$228K +2,850 +38%
VFA
250
Valeo Financial Advisors
Indiana
$832K +$8.95K +115 +1%
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10
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