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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 %
CTA
351
Chesley Taft & Associates
Illinois
$415K – – –
SDJVC
352
St. Denis J. Villere & Co
Louisiana
$411K – – –
AFG
353
ABLE Financial Group
Arizona
$410K +$26.6K +350 +7%
FRA
354
Frank Rimerman Advisors
California
$408K – – –
CA
355
Capital Advantage
California
$405K +$405K +5,325 New
SFA
356
Sequoia Financial Advisors
Ohio
$404K +$914 +12 +0.2%
LAMNM
357
Longview Asset Management (New Mexico)
New Mexico
$403K +$403K +5,298 New
GWA
358
GGM Wealth Advisors
Maryland
$397K +$1.45K +19 +0.4%
CAG
359
Crestwood Advisors Group
Massachusetts
$397K – – –
CB
360
Community Bank
New York
$396K – – –
AP
361
Appleton Partners
Massachusetts
$394K – – –
First Trust Advisors
362
First Trust Advisors
Illinois
$394K +$394K +5,168 New
BIA
363
Bigelow Investment Advisors
Maine
$392K -$68.4K -898 -15%
AWM
364
Apollon Wealth Management
South Carolina
$387K +$28.2K +370 +8%
UCFA
365
United Capital Financial Advisors
Texas
$386K +$3.2K +42 +0.8%
AP
366
Adero Partners
California
$376K – – –
NEPWA
367
New England Private Wealth Advisors
Massachusetts
$372K +$4.87K +64 +1%
JF
368
JSF Financial
California
$372K -$20.6K -271 -5%
MIA
369
Milestone Investment Advisors
Wisconsin
$372K +$76 +1 +0%
ML
370
McAdam LLC
Pennsylvania
$369K +$61.2K +804 +20%
T
371
TrueFG
Texas
$367K +$22.2K +292 +6%
MNA
372
Manning & Napier Advisors
New York
$367K +$42.9K +563 +13%
SEIA
373
Signature Estate & Investment Advisors
California
$357K +$10.8K +142 +3%
DI
374
DDFG Inc
California
$354K -$19.3K -254 -5%
SAM
375
Sherman Asset Management
California
$353K +$353K +4,638 New
13 14
15
16 17