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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

586 hedge funds and large institutions have $6.95B 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, 183 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
8.48%
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
183
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 %
DWG
376
Darden Wealth Group
Michigan
$356K – – –
UL
377
Unionview LLC
Washington
$355K – – –
FHB
378
First Hawaiian Bank
Hawaii
$354K -$107K -1,273 -23%
PFGIA
379
Patriot Financial Group Insurance Agency
Massachusetts
$351K -$8.08K -96 -2%
AGA
380
Arkos Global Advisors
Texas
$347K -$926 -11 -0.3%
FDCP
381
Foster Dykema Cabot & Partners
Massachusetts
$347K +$143K +1,694 +70%
VVP
382
Venture Visionary Partners
Ohio
$346K -$56.8K -675 -14%
VNA
383
Valley National Advisers
Pennsylvania
$343K -$103K -1,222 -23%
CA
384
CWC Advisors
Oregon
$343K +$343K +4,071 New
MFA
385
Morling Financial Advisors
California
$343K +$4.88K +58 +1%
FWM
386
Fingerlakes Wealth Management
New York
$341K +$7.24K +86 +2%
CWP
387
Concord Wealth Partners
Virginia
$341K -$385K -4,570 -53%
PCMC
388
Private Capital Management (Colorado)
Colorado
$341K – – –
ML
389
McAdam LLC
Pennsylvania
$341K +$24.1K +286 +8%
WF
390
Warner Financial
Maryland
$339K – – –
IIC
391
Integrated Investment Consultants
Michigan
$338K +$11.4K +135 +3%
HDIM
392
Hanson & Doremus Investment Management
Vermont
$336K – – –
MFA
393
Mayflower Financial Advisors
Massachusetts
$334K -$1.09M -12,979 -77%
PWA
394
Physician Wealth Advisors
Utah
$330K +$11.7K +143 +4%
SB
395
Simmons Bank
Arkansas
$328K – – –
UAS
396
United Asset Strategies
New York
$325K -$16.1K -191 -5%
KWM
397
Kingsview Wealth Management
Oregon
$322K +$9.26K +110 +3%
VC
398
Veracity Capital
Georgia
$321K – – –
FFN
399
Focus Financial Network
Minnesota
$318K +$1.01K +12 +0.3%
RFP
400
Root Financial Partners
California
$316K – – –
14 15
16
17 18