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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 %
AFG
251
Atomi Financial Group
New York
$885K -$162K -2,124 -15%
HAG
252
HF Advisory Group
Maryland
$883K +$99.9K +1,312 +13%
SDWMA
253
Schneider Downs Wealth Management Advisors
Pennsylvania
$876K +$80.5K +1,057 +10%
Kovitz Investment Group Partners
254
Kovitz Investment Group Partners
Illinois
$875K -$453K -5,951 -34%
SFPM
255
Sensible Financial Planning & Management
Massachusetts
$867K +$332K +4,359 +62%
WAP
256
Wealthcare Advisory Partners
Pennsylvania
$862K +$125K +1,643 +17%
PIA
257
Perennial Investment Advisors
California
$860K +$79.3K +1,042 +10%
JPG
258
Jordan Park Group
California
$835K +$3.35K +44 +0.4%
Deutsche Bank
259
Deutsche Bank
Germany
$816K -$22.8K -300 -3%
PPW
260
Presilium Private Wealth
Pennsylvania
$813K +$110K +1,446 +16%
SA
261
Sanctuary Advisors
Indiana
$809K -$24.3K -303 -3%
QCG
262
Quadrant Capital Group
Ohio
$808K – – –
RPSA
263
Richard P. Slaughter Associates
Texas
$800K +$62.8K +825 +9%
1SB
264
1ST Source Bank
Indiana
$793K +$47.1K +618 +6%
BJL
265
Brighton Jones LLC
Washington
$787K +$95.1K +1,249 +14%
Acadian Asset Management
266
Acadian Asset Management
Massachusetts
$787K -$1.46M -19,148 -65%
MCCP
267
Mission Creek Capital Partners
California
$785K -$27.8K -365 -3%
EFL
268
ERn Financial LLC
Wisconsin
$774K +$47.4K +623 +7%
VFA
269
Valeo Financial Advisors
Indiana
$771K – – –
SIC
270
Sigma Investment Counselors
Michigan
$771K – – –
WT
271
Whittier Trust
California
$759K -$206K -2,710 -21%
TC
272
TownSquare Capital
Utah
$757K +$84.4K +1,109 +13%
SP
273
Symmetry Partners
Connecticut
$732K +$181K +2,373 +33%
FPAS
274
Focus Partners Advisor Solutions
Missouri
$727K -$3.05K -40 -0.4%
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$717K -$10.4K -137 -1%
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