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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 %
PTC
301
Private Trust Company
Ohio
$621K -$10.1K -120 -2%
ATC
302
Argent Trust Co
Tennessee
$619K – – –
VWA
303
VERITY Wealth Advisors
United States
$617K – – –
SP
304
Symmetry Partners
Connecticut
$610K +$26.9K +320 +5%
ACA
305
Aptus Capital Advisors
Alabama
$598K -$4.04K -48 -0.7%
SWM
306
SeaCrest Wealth Management
New York
$595K -$82.4K -979 -12%
SFPM
307
Sensible Financial Planning & Management
Massachusetts
$591K +$591K +7,027 New
MBFW
308
Morton Brown Family Wealth
Pennsylvania
$590K – – –
FG
309
Foster Group
Iowa
$584K +$57.7K +686 +11%
SRB
310
Shotwell Rutter Baer
Michigan
$581K -$6.07K -73 -1%
CAG
311
Curtis Advisory Group
California
$570K -$186K -2,205 -25%
FWP
312
Falcon Wealth Planning
California
$568K +$158K +1,872 +38%
FFA
313
First Foundation Advisors
California
$564K +$60.5K +719 +12%
AA
314
Addison Advisors
Vermont
$558K -$842 -10 -0.2%
PAI
315
Pittenger & Anderson Inc
Nebraska
$558K – – –
AA
316
Aufman Associates
Pennsylvania
$555K -$5.39K -64 -1%
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$547K -$10.1K -121 -2%
FC
318
Fulcrum Capital
Washington
$546K -$10.1K -120 -2%
BB
319
Bell Bank
North Dakota
$544K -$5.47K -65 -1%
EH
320
Equitable Holdings
New York
$534K -$152K -1,801 -22%
SFG
321
Sage Financial Group
Pennsylvania
$530K +$1.77K +21 +0.3%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$526K -$77.9K -925 -13%
GDP
323
Great Diamond Partners
Maine
$518K -$8.42K -100 -2%
BAAM
324
Baker Avenue Asset Management
California
$517K +$2.78K +33 +0.5%
MCM
325
MAI Capital Management
Ohio
$511K -$21.7K -258 -4%
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