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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 %
AAM
276
Ameraudi Asset Management
New York
$748K – – –
TC
277
TownSquare Capital
Utah
$743K +$743K +8,827 New
SG
278
Sharper & Granite
California
$741K +$45.9K +545 +7%
OGF
279
Orin Green Financial
California
$740K – – –
BWL
280
Bogart Wealth LLC
Virginia
$732K +$115K +1,370 +19%
WWM
281
Western Wealth Management
Colorado
$726K +$10.3K +122 +1%
PP
282
PDS Planning
Ohio
$718K +$284K +3,373 +65%
KWA
283
Kingswood Wealth Advisors
California
$717K +$27.6K +328 +4%
BHIA
284
Birch Hill Investment Advisors
Massachusetts
$713K – – –
BIA
285
Bell Investment Advisors
California
$707K +$10.1K +120 +1%
CPP
286
Capasso Planning Partners
South Carolina
$696K -$32K -380 -4%
JWM
287
JFG Wealth Management
Colorado
$680K – – –
EFN
288
Equita Financial Network
Pennsylvania
$679K -$146K -1,732 -18%
WCFA
289
Walkner Condon Financial Advisors
Wisconsin
$679K -$168 -2 -0%
Vontobel Holding
290
Vontobel Holding
Switzerland
$667K +$41.8K +497 +7%
AWA
291
Aaron Wealth Advisors
Illinois
$667K – – –
FFG
292
Frisch Financial Group
New York
$656K -$46.1K -548 -7%
ST
293
Sentinel Trust
Texas
$649K -$8.08K -96 -1%
AI
294
Atria Investments
North Carolina
$649K +$5.3K +63 +0.8%
FI
295
Financial Insights
Washington
$645K -$468K -5,565 -42%
Susquehanna International Group
296
Susquehanna International Group
Pennsylvania
$642K +$642K +7,629 New
WSWA
297
Warren Street Wealth Advisors
California
$641K +$121K +1,440 +23%
WDG
298
Wealth Dimensions Group
Ohio
$639K – – –
WWM
299
WT Wealth Management
Arizona
$633K +$12.4K +150 +2%
FPCP
300
Fort Point Capital Partners
California
$623K – – –
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