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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

580 hedge funds and large institutions have $6.47B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 245 increasing their positions, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
8.44%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
38
Increased
245
Reduced
195
Closed
24
Calls
$47K
Puts
–
Net Calls
+$47K
Net Calls Change
+$47K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$345M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$120M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4M
4
EWA
EP Wealth Advisors
California
$39.2M
5
AA
Acorns Advisers
California
$103M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$264M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$361M
3
FA
Forefront Analytics
Pennsylvania
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$463M
5
Morgan Stanley
Morgan Stanley
New York
$393M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRPWM
226
Werba Rubin Papier Wealth Management
California
$1.13M +$820K +10,412 +265%
W
227
WealthCollab
Washington
$1.13M -$315 -4 -0%
SDWMA
228
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.11M – – –
RCG
229
Regatta Capital Group
California
$1.11M -$110K -1,391 -9%
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$1.1M +$415K +5,272 +60%
D
231
Diversified
Delaware
$1.1M +$1.1M +13,998 New
HTC
232
Haverford Trust Company
Pennsylvania
$1.1M – – –
MCM
233
Mendel Capital Management
Arkansas
$1.08M +$8.11K +103 +0.8%
AWM
234
Aprio Wealth Management
Georgia
$1.05M +$173K +2,191 +20%
FI
235
Financial Insights
Washington
$1.04M -$27.5K -349 -3%
SAS
236
Sage Advisory Services
Texas
$1.04M -$173K -2,190 -14%
SFP
237
Shepherd Financial Partners
Massachusetts
$1.02M -$36.6K -465 -3%
WT
238
Whittier Trust
California
$999K -$77.8K -988 -7%
OFG
239
Omega Financial Group
California
$978K -$2.13K -27 -0.2%
CA
240
CGN Advisors
Kansas
$968K +$572K +7,262 +144%
WFAG
241
Wescott Financial Advisory Group
Pennsylvania
$964K +$187K +2,372 +24%
Comerica Bank
242
Comerica Bank
Texas
$956K +$75.2K +954 +9%
PA
243
Parallel Advisors
California
$926K +$3.15K +40 +0.3%
CAL
244
Capital Analysts LLC
Pennsylvania
$904K +$81K +1,029 +10%
MCCP
245
Mission Creek Capital Partners
California
$903K -$748K -9,489 -45%
SWP
246
Stratos Wealth Partners
Ohio
$895K -$6.3K -80 -0.7%
JPG
247
Jordan Park Group
California
$861K +$286K +3,630 +50%
Deutsche Bank
248
Deutsche Bank
Germany
$845K -$16K -203 -2%
QCG
249
Quadrant Capital Group
Ohio
$843K +$6.62K +84 +0.8%
BSW
250
Buckingham Strategic Wealth
Missouri
$818K +$133K +1,690 +19%
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