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

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$105M
2
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$78M
3
BlackRock
3
BlackRock
New York
$85.4M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$24.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
276
OneDigital Investment Advisors
Kansas
$713K +$8.38K +110 +1%
DE
277
Diversified Enterprises
Delaware
$711K -$434K -5,700 -38%
HB
278
HTLF Bank
Colorado
$708K – – –
CAM
279
Clarity Asset Management
Iowa
$699K -$7.08K -93 -1%
LFA
280
Level Financial Advisors
New York
$690K – – –
BFA
281
Bragg Financial Advisors
North Carolina
$688K -$63.1K -829 -8%
BHIA
282
Birch Hill Investment Advisors
Massachusetts
$683K +$38.5K +505 +6%
MCCA
283
Mill Creek Capital Advisors
Pennsylvania
$680K -$6.24K -82 -0.9%
KWA
284
Kingswood Wealth Advisors
California
$679K +$30.5K +401 +5%
BIA
285
Bell Investment Advisors
California
$678K +$38.5K +505 +6%
AAM
286
Ameraudi Asset Management
New York
$677K – – –
OGF
287
Orin Green Financial
California
$669K -$740K -8,793 Closed
PP
288
PDS Planning
Ohio
$665K +$16.1K +212 +2%
EH
289
Equitable Holdings
New York
$652K +$169K +2,225 +35%
SG
290
Sharper & Granite
California
$652K -$18.7K -245 -3%
WSWA
291
Warren Street Wealth Advisors
California
$652K +$72K +945 +12%
SW
292
SVB Wealth
Massachusetts
$646K +$646K +8,486 New
WWM
293
Western Wealth Management
Colorado
$637K -$19.6K -257 -3%
HSWS
294
Higgins & Schmidt Wealth Strategies
Colorado
$637K +$637K +8,366 New
PFM
295
Peak Financial Management
Massachusetts
$636K -$59.9K -786 -9%
Massachusetts Financial Services
296
Massachusetts Financial Services
Massachusetts
$633K -$239K -3,144 -27%
CPP
297
Capasso Planning Partners
South Carolina
$621K -$8.53K -112 -1%
JWM
298
JFG Wealth Management
Colorado
$615K – – –
EFN
299
Equita Financial Network
Pennsylvania
$614K -$838 -11 -0.1%
AAS
300
Avantax Advisory Services
Texas
$613K +$218K +2,860 +55%
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