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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

585 hedge funds and large institutions have $6.94B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 182 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
8.46%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
45
Increased
217
Reduced
182
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$159M
2
Northern Trust
Northern Trust
Illinois
$390M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$94.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$148M
5
WANY
Wealthspire Advisors (New York)
New York
$10.1M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$362M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$47.5M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
$103M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$80.7M
5
CAM
Clarity Asset Management
Iowa
$780K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
226
Atomi Financial Group
New York
$1.16M -$347K -4,125 -23%
MCM
227
Mendel Capital Management
Arkansas
$1.15M +$5.3K +63 +0.5%
WRPWM
228
Werba Rubin Papier Wealth Management
California
$1.13M -$73.7K -875 -6%
HTC
229
Haverford Trust Company
Pennsylvania
$1.13M -$39.4K -468 -3%
AWM
230
Aprio Wealth Management
Georgia
$1.12M +$6.4K +76 +0.6%
WT
231
Whittier Trust
California
$1.07M – – –
RCG
232
Regatta Capital Group
California
$1.05M -$139K -1,649 -12%
Comerica Bank
233
Comerica Bank
Texas
$1.04M +$22.6K +269 +2%
OFG
234
Omega Financial Group
California
$1.04M -$842 -10 -0.1%
SAS
235
Sage Advisory Services
Texas
$1.04M – – –
WFAG
236
Wescott Financial Advisory Group
Pennsylvania
$1.03M -$1.01K -12 -0.1%
ACM
237
Armbruster Capital Management
New York
$1.01M -$198K -2,347 -16%
CAL
238
Capital Analysts LLC
Pennsylvania
$1.01M +$46K +546 +5%
SFP
239
Shepherd Financial Partners
Massachusetts
$1.01M -$77.3K -918 -7%
Massachusetts Financial Services
240
Massachusetts Financial Services
Massachusetts
$965K +$566K +6,726 +142%
SWP
241
Stratos Wealth Partners
Ohio
$954K -$2.78K -33 -0.3%
CT
242
Coastline Trust
Rhode Island
$946K +$183K +2,171 +24%
FCI
243
Financial Counselors Inc
Kansas
$935K +$283K +3,358 +43%
Deutsche Bank
244
Deutsche Bank
Germany
$928K +$25.3K +300 +3%
AIM
245
Acropolis Investment Management
Missouri
$927K +$79.9K +949 +9%
JPG
246
Jordan Park Group
California
$919K – – –
MCCP
247
Mission Creek Capital Partners
California
$899K -$66.1K -785 -7%
QCG
248
Quadrant Capital Group
Ohio
$894K -$7.07K -84 -0.8%
SDWMA
249
Schneider Downs Wealth Management Advisors
Pennsylvania
$880K -$307K -3,646 -26%
Focus Partners Wealth
250
Focus Partners Wealth
Massachusetts
$873K -$494K -5,870 -36%
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