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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 %
T
376
TrueFG
Texas
$355K +$867 +11 +0.2%
SIA
377
SkyView Investment Advisors
New Jersey
$346K -$4.1K -52 -1%
SFG
378
SNS Financial Group
Minnesota
$342K +$54.8K +695 +19%
MNA
379
Manning & Napier Advisors
New York
$341K +$341K +4,326 New
WAM
380
WNY Asset Management
New York
$336K -$4.18K -53 -1%
PFGIA
381
Patriot Financial Group Insurance Agency
Massachusetts
$336K -$9.93K -126 -3%
DWG
382
Darden Wealth Group
Michigan
$333K – – –
UL
383
Unionview LLC
Washington
$333K +$1.34K +17 +0.4%
AWM
384
Apollon Wealth Management
South Carolina
$329K -$76.4K -970 -19%
NC
385
Napatree Capital
Rhode Island
$326K – – –
AGA
386
Arkos Global Advisors
Texas
$326K +$158 +2 +0%
PCMC
387
Private Capital Management (Colorado)
Colorado
$319K – – –
UAS
388
United Asset Strategies
New York
$319K -$1.81K -23 -0.6%
PWA
389
Physician Wealth Advisors
Utah
$318K -$34K -416 -10%
WF
390
Warner Financial
Maryland
$318K +$1.03K +13 +0.3%
MFA
391
Morling Financial Advisors
California
$316K +$5.2K +66 +2%
HDIM
392
Hanson & Doremus Investment Management
Vermont
$315K – – –
FWM
393
Fingerlakes Wealth Management
New York
$313K -$8.19K -104 -3%
IIC
394
Integrated Investment Consultants
Michigan
$310K – – –
PWM
395
Perigon Wealth Management
California
$308K +$53.6K +680 +21%
SB
396
Simmons Bank
Arkansas
$307K -$81.5K -1,035 -21%
FFN
397
Focus Financial Network
Minnesota
$306K +$2.27K +28 +0.7%
OBWP
398
O'Brien Wealth Partners
Massachusetts
$302K +$12.5K +159 +4%
VC
399
Veracity Capital
Georgia
$300K -$8.82K -112 -3%
ML
400
McAdam LLC
Pennsylvania
$296K +$15.7K +199 +6%
14 15
16
17 18