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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
+$30.5M
2
Northern Trust
Northern Trust
Illinois
+$21.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$12.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.4M
5
WANY
Wealthspire Advisors (New York)
New York
+$9.62M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$23.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.64M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$9.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.61M
5
CAM
Clarity Asset Management
Iowa
-$5.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFP
351
Brewster Financial Planning
New York
$430K – – –
BOH
352
Bank of Hawaii
Hawaii
$429K -$1.01K -12 -0.2%
AFG
353
ABLE Financial Group
Arizona
$424K +$1.01K +12 +0.2%
UCFA
354
United Capital Financial Advisors
Texas
$423K +$4.29K +51 +1%
WCF
355
West Coast Financial
California
$422K – – –
AP
356
Adero Partners
California
$415K – – –
DI
357
DDFG Inc
California
$413K -$13.2K -157 -3%
MIA
358
Milestone Investment Advisors
Wisconsin
$412K – – –
NEPWA
359
New England Private Wealth Advisors
Massachusetts
$406K -$31.5K -374 -7%
AWM
360
Apollon Wealth Management
South Carolina
$397K +$44.9K +534 +13%
CIA
361
Compass Ion Advisors
Pennsylvania
$389K – – –
SEIA
362
Signature Estate & Investment Advisors
California
$383K -$63.3K -752 -14%
FFA
363
Farther Finance Advisors
California
$383K -$2.36K -28 -0.6%
T
364
TrueFG
Texas
$381K +$2.1K +25 +0.6%
NC
365
Napatree Capital
Rhode Island
$378K +$30K +357 +9%
MWP
366
Moller Wealth Partners
$377K +$99.7K +1,184 +36%
MOS
367
MGO One Seven
Ohio
$376K +$64.8K +770 +21%
FCG
368
Fielder Capital Group
Tennessee
$370K +$370K +4,400 New
SFG
369
SNS Financial Group
Minnesota
$370K +$4.63K +55 +1%
SIA
370
SkyView Investment Advisors
New Jersey
$366K -$1.51K -18 -0.4%
WAM
371
WNY Asset Management
New York
$360K +$1.09K +13 +0.3%
MAA
372
Matrix Asset Advisors
New York
$358K +$91.2K +1,083 +34%
MNA
373
Manning & Napier Advisors
New York
$358K -$6.14K -73 -2%
MGP
374
Metis Global Partners
California
$357K -$144K -1,716 -29%
DWG
375
Darden Wealth Group
Michigan
$356K – – –
13 14
15
16 17