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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 %
CWP
276
Concord Wealth Partners
Virginia
$679K -$305K -3,868 -31%
WWM
277
Western Wealth Management
Colorado
$670K +$34K +432 +5%
EFL
278
ERn Financial LLC
Wisconsin
$668K +$19.3K +245 +3%
BHIA
279
Birch Hill Investment Advisors
Massachusetts
$667K +$24.6K +312 +4%
PIA
280
Perennial Investment Advisors
California
$665K +$311K +3,942 +88%
FFG
281
Frisch Financial Group
New York
$657K -$49.8K -632 -7%
BIA
282
Bell Investment Advisors
California
$653K +$10.2K +129 +2%
SG
283
Sharper & Granite
California
$651K -$8.27K -105 -1%
KWA
284
Kingswood Wealth Advisors
California
$645K +$49K +622 +8%
BSB
285
Bangor Savings Bank
Maine
$644K +$86.3K +1,096 +15%
EH
286
Equitable Holdings
New York
$641K -$40.1K -509 -6%
JWM
287
JFG Wealth Management
Colorado
$636K -$68.1K -865 -10%
WCFA
288
Walkner Condon Financial Advisors
Wisconsin
$635K -$19.2K -244 -3%
SWM
289
SeaCrest Wealth Management
New York
$634K +$426K +5,413 +206%
HB
290
HTLF Bank
Colorado
$631K +$59.1K +750 +10%
AWA
291
Aaron Wealth Advisors
Illinois
$624K +$15.7K +199 +3%
MF
292
Montis Financial
Massachusetts
$617K +$617K +7,828 New
ST
293
Sentinel Trust
Texas
$615K – – –
FCI
294
Financial Counselors Inc
Kansas
$610K -$3.94K -50 -0.6%
AI
295
Atria Investments
North Carolina
$602K +$602K +7,643 New
WDG
296
Wealth Dimensions Group
Ohio
$598K -$10.2K -129 -2%
WWM
297
WT Wealth Management
Arizona
$593K -$14.5K -184 -2%
PTC
298
Private Trust Company
Ohio
$591K -$24.9K -316 -4%
Vontobel Holding
299
Vontobel Holding
Switzerland
$585K -$136K -1,724 -19%
FPCP
300
Fort Point Capital Partners
California
$583K +$3.39K +43 +0.6%
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