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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 %
SA
251
Sanctuary Advisors
Indiana
$805K +$805K +10,312 New
SIC
252
Sigma Investment Counselors
Michigan
$798K – – –
WAP
253
Wealthcare Advisory Partners
Pennsylvania
$797K -$123K -1,565 -13%
AIM
254
Acropolis Investment Management
Missouri
$793K -$58.2K -739 -7%
VFA
255
Valeo Financial Advisors
Indiana
$792K -$51.2K -650 -6%
HAG
256
HF Advisory Group
Maryland
$783K +$146K +1,855 +23%
PFM
257
Peak Financial Management
Massachusetts
$782K +$1.58K +20 +0.2%
1SB
258
1ST Source Bank
Indiana
$778K +$7.64K +97 +1%
MRC
259
Millburn Ridgefield Corp
New York
$778K +$778K +9,872 New
Pathstone Holdings
260
Pathstone Holdings
New Jersey
$776K -$7.33K -93 -0.9%
RPSA
261
Richard P. Slaughter Associates
Texas
$774K +$492K +6,251 +175%
EFN
262
Equita Financial Network
Pennsylvania
$772K -$129K -1,641 -14%
BJL
263
Brighton Jones LLC
Washington
$772K +$20.7K +263 +3%
PSCM
264
Per Stirling Capital Management
Texas
$770K -$185K -2,347 -19%
BFA
265
Bragg Financial Advisors
North Carolina
$767K -$3.78K -48 -0.5%
OIA
266
OneDigital Investment Advisors
Kansas
$728K +$105K +1,338 +17%
PPW
267
Presilium Private Wealth
Pennsylvania
$725K +$28.9K +367 +4%
LFA
268
Level Financial Advisors
New York
$717K +$79 +1 +0%
CT
269
Coastline Trust
Rhode Island
$715K +$26.7K +339 +4%
MCCA
270
Mill Creek Capital Advisors
Pennsylvania
$710K +$10.6K +135 +2%
CAG
271
Curtis Advisory Group
California
$707K -$10.1K -128 -1%
AAM
272
Ameraudi Asset Management
New York
$700K – – –
FPAS
273
Focus Partners Advisor Solutions
Missouri
$700K +$128K +1,625 +22%
OGF
274
Orin Green Financial
California
$693K +$693K +8,793 New
CPP
275
Capasso Planning Partners
South Carolina
$682K -$4.96K -63 -0.7%
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