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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 %
RFP
401
Root Financial Partners
California
$296K -$12.2K -155 -4%
WFA
402
Wade Financial Advisory
California
$296K -$11.7K -149 -4%
TDWM
403
Topel & Distasi Wealth Management
California
$295K -$2.05K -26 -0.7%
IAN
404
Integrated Advisors Network
Texas
$293K -$21.6K -274 -7%
KWM
405
Kingsview Wealth Management
Oregon
$293K +$90.9K +1,154 +45%
SOAG
406
Silver Oak Advisory Group
Oregon
$291K +$5.35K +68 +2%
FHA
407
First Horizon Advisors
Tennessee
$291K +$5.36K +68 +2%
MOS
408
MGO One Seven
Ohio
$291K +$32.3K +410 +12%
T
409
TCWP
Ohio
$291K +$32.3K +410 +12%
LW
410
Libra Wealth
California
$289K -$42.7K -542 -13%
PMFA
411
Plante Moran Financial Advisors
Michigan
$287K -$108K -1,368 -27%
ODIJL
412
One Day In July LLC
Vermont
$286K +$286K +3,632 New
WIA
413
World Investment Advisors
California
$280K +$280K +3,557 New
FNB
414
Farmers National Bank
Kentucky
$280K +$1.73K +22 +0.6%
GRP
415
Global Retirement Partners
California
$276K +$24.2K +307 +10%
TFO
416
Tarbox Family Office
California
$276K +$25K +317 +10%
DSN
417
D. Scott Neal
Kentucky
$276K -$8.11K -103 -3%
AWA
418
ARQ Wealth Advisors
Arizona
$275K +$3.94K +50 +1%
MW
419
Marcum Wealth
Ohio
$275K – – –
PP
420
PrairieView Partners
Minnesota
$271K -$36.2K -461 -12%
CFO
421
Callan Family Office
Pennsylvania
$271K +$867 +11 +0.3%
RW
422
Rede Wealth
Virginia
$270K – – –
TPCW
423
TD Private Client Wealth
New York
$270K +$12.8K +163 +5%
VHAM
424
Van Hulzen Asset Management
California
$268K – – –
MWS
425
Maxwell Wealth Strategies
California
$268K – – –
15 16
17
18 19