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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 %
ATC
301
Argent Trust Co
Tennessee
$580K – – –
VWA
302
VERITY Wealth Advisors
United States
$578K – – –
BWL
303
Bogart Wealth LLC
Virginia
$577K +$233K +2,953 +68%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$565K – – –
HT
305
Heritage Trust
Oklahoma
$564K – – –
ACA
306
Aptus Capital Advisors
Alabama
$563K -$9.38K -119 -2%
SRB
307
Shotwell Rutter Baer
Michigan
$563K -$5.02K -63 -0.9%
MBFW
308
Morton Brown Family Wealth
Pennsylvania
$562K – – –
SP
309
Symmetry Partners
Connecticut
$545K +$273K +3,471 +101%
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$529K +$403K +5,121 +322%
AA
311
Aufman Associates
Pennsylvania
$524K +$3.15K +40 +0.6%
AA
312
Addison Advisors
Vermont
$523K -$2.68K -34 -0.5%
PAI
313
Pittenger & Anderson Inc
Nebraska
$522K – – –
FC
314
Fulcrum Capital
Washington
$520K -$31.8K -404 -6%
BB
315
Bell Bank
North Dakota
$515K -$199K -2,530 -28%
CTA
316
Chesley Taft & Associates
Illinois
$512K -$100K -1,270 -16%
UB
317
Umpqua Bank
Oregon
$507K – – –
MCM
318
MAI Capital Management
Ohio
$499K +$176K +2,239 +55%
FF
319
Farrell Financial
New York
$498K +$9.14K +116 +2%
GAM
320
Gemmer Asset Management
California
$497K -$12.1K -153 -2%
SFG
321
Sage Financial Group
Pennsylvania
$494K +$45.9K +583 +10%
FG
322
Foster Group
Iowa
$492K +$18.4K +234 +4%
GDP
323
Great Diamond Partners
Maine
$492K -$16.1K -204 -3%
WANY
324
Wealthspire Advisors (New York)
New York
$489K +$1.18K +15 +0.2%
WSWA
325
Warren Street Wealth Advisors
California
$486K -$236 -3 -0%
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