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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

606 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+21
Holders Change %
+3.59%
% of All Funds
8.07%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
155
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$427M
2
Jane Street
Jane Street
New York
$47.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$178M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$477M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$454M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$105M
2
FLPIM
F.L. Putnam Investment Management
Massachusetts
$78M
3
BlackRock
BlackRock
New York
$85.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$24.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
226
Pure Financial Advisors
California
$1.08M +$316K +4,156 +42%
MCM
227
Mendel Capital Management
Arkansas
$1.04M +$228 +3 +0%
AWM
228
Aprio Wealth Management
Georgia
$1.03M +$16.1K +212 +2%
IAG
229
Ipsen Advisor Group
Arkansas
$1.03M +$1.03M +13,501 New
WRPWM
230
Werba Rubin Papier Wealth Management
California
$1.03M -$761 -10 -0.1%
WFAG
231
Wescott Financial Advisory Group
Pennsylvania
$1.02M +$93.3K +1,225 +10%
ADL
232
Asset Dedication LLC
California
$1.02M -$31.7K -416 -3%
OFG
233
Omega Financial Group
California
$972K +$27.5K +361 +3%
EFG
234
Elios Financial Group
Ohio
$970K -$203K -2,667 -17%
ACA
235
Affinity Capital Advisors
California
$969K -$108K -1,405 -10%
RCG
236
Regatta Capital Group
California
$952K +$5.25K +69 +0.6%
AIM
237
Acropolis Investment Management
Missouri
$946K +$107K +1,411 +13%
CT
238
Coastline Trust
Rhode Island
$942K +$86.3K +1,134 +10%
FCI
239
Financial Counselors Inc
Kansas
$942K +$96K +1,261 +11%
Comerica Bank
240
Comerica Bank
Texas
$941K -$3.73K -49 -0.4%
SAS
241
Sage Advisory Services
Texas
$938K -$65K -854 -6%
CAL
242
Capital Analysts LLC
Pennsylvania
$924K +$8.38K +110 +0.9%
AIFS
243
A&I Financial Services
Colorado
$918K +$918K +12,052 New
SFP
244
Shepherd Financial Partners
Massachusetts
$918K +$5.56K +73 +0.6%
ACM
245
Armbruster Capital Management
New York
$916K – – –
FDCP
246
Foster Dykema Cabot & Partners
Massachusetts
$915K +$602K +7,900 +192%
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$899K +$472K +6,193 +110%
SWP
248
Stratos Wealth Partners
Ohio
$898K +$34.7K +456 +4%
BFP
249
Brewster Financial Planning
New York
$897K +$507K +6,663 +130%
GS
250
GTS Securities
New York
$890K +$890K +11,684 New
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