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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 %
HT
376
Heritage Trust
Oklahoma
$352K +$352K +4,627 New
CIA
377
Compass Ion Advisors
Pennsylvania
$352K – – –
TF
378
TME Financial
California
$350K +$350K +4,162 New
SFG
379
SNS Financial Group
Minnesota
$350K +$14.8K +195 +4%
ISFAN
380
Investor's Fiduciary Advisor Network
Washington
$342K +$342K +4,499 New
MWP
381
Moller Wealth Partners
$341K – – –
WFA
382
Wade Financial Advisory
California
$340K +$54.7K +719 +19%
NC
383
Napatree Capital
Rhode Island
$340K -$2.67K -35 -0.8%
CFO
384
Callan Family Office
Pennsylvania
$337K +$75.4K +990 +29%
MGP
385
Metis Global Partners
California
$334K +$11.9K +156 +4%
MFA
386
Morling Financial Advisors
California
$334K +$24K +315 +8%
SIA
387
SkyView Investment Advisors
New Jersey
$331K -$1.83K -24 -0.5%
WAM
388
WNY Asset Management
New York
$328K +$1.75K +23 +0.5%
MWM
389
Merriman Wealth Management
Washington
$327K +$327K +4,296 New
UL
390
Unionview LLC
Washington
$325K +$3.27K +43 +1%
VWM
391
Verus Wealth Management
Wisconsin
$324K +$324K +4,260 New
FWM
392
Fingerlakes Wealth Management
New York
$324K +$15.4K +202 +5%
DWG
393
Darden Wealth Group
Michigan
$322K – – –
MADFP
394
Michael A Dubis Financial Planning
Wisconsin
$318K +$318K +4,170 New
BCI
395
Brinker Capital Investments
Pennsylvania
$318K -$1.53M -20,081 -83%
OPS
396
Orion Portfolio Solutions
Nebraska
$318K -$1.53M -20,081 -83%
MOS
397
MGO One Seven
Ohio
$317K -$23.1K -304 -7%
AGA
398
Arkos Global Advisors
Texas
$313K -$761 -10 -0.2%
FFA
399
Farther Finance Advisors
California
$313K -$33.6K -441 -10%
OMC
400
Old Mission Capital
Illinois
$311K +$67.8K +891 +28%
14 15
16
17 18