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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

581 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, 196 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
8.45%
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
196
Closed
24
Calls
$47K
Puts
–
Net Calls
+$47K
Net Calls Change
+$47K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$50.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.2M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$13.5M
4
EWA
EP Wealth Advisors
California
+$9.71M
5
AA
Acorns Advisers
California
+$6.12M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$51.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$33.4M
3
FA
Forefront Analytics
Pennsylvania
-$16.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$13.6M
5
Morgan Stanley
Morgan Stanley
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSWA
326
Warren Street Wealth Advisors
California
$486K -$236 -3 -0%
OBWG
327
Onyx Bridge Wealth Group
New York
$483K +$108K +1,375 +29%
BAAM
328
Baker Avenue Asset Management
California
$481K -$25K -317 -5%
BIA
329
Bigelow Investment Advisors
Maine
$477K -$29.1K -370 -6%
FFA
330
First Foundation Advisors
California
$472K – – –
IA
331
IFP Advisors
Florida
$470K +$55.2K +701 +13%
MGP
332
Metis Global Partners
California
$469K -$281K -3,562 -37%
HWM
333
Hemington Wealth Management
Virginia
$466K – – –
ITB
334
Idaho Trust Bank
Idaho
$465K +$144K +1,826 +45%
Kovitz Investment Group Partners
335
Kovitz Investment Group Partners
Illinois
$464K +$464K +5,887 New
KLI
336
Kelman-Lazarov Inc
Tennessee
$444K -$94.5K -1,199 -18%
AA
337
Advisory Alpha
Michigan
$443K +$26.1K +331 +6%
BP
338
Ballentine Partners
Massachusetts
$443K +$443K +5,622 New
SW
339
SVB Wealth
Massachusetts
$440K – – –
Janney Montgomery Scott
340
Janney Montgomery Scott
Pennsylvania
$432K -$32.8K -416 -7%
FHB
341
First Hawaiian Bank
Hawaii
$432K -$330K -4,183 -43%
BFP
342
Beacon Financial Planning
Massachusetts
$428K +$7.88K +100 +2%
SDJVC
343
St. Denis J. Villere & Co
Louisiana
$425K – – –
FRA
344
Frank Rimerman Advisors
California
$422K – – –
SEIA
345
Signature Estate & Investment Advisors
California
$418K +$82.9K +1,052 +25%
SFA
346
Sequoia Financial Advisors
Ohio
$417K -$127K -1,611 -23%
VNA
347
Valley National Advisers
Pennsylvania
$417K -$1.26K -16 -0.3%
AP
348
Appleton Partners
Massachusetts
$412K -$18.5K -235 -4%
CAG
349
Crestwood Advisors Group
Massachusetts
$410K +$410K +5,210 New
NEPWA
350
New England Private Wealth Advisors
Massachusetts
$410K +$7.56K +96 +2%
12 13
14
15 16