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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 %
WFA
401
Wade Financial Advisory
California
$316K – – –
TDWM
402
Topel & Distasi Wealth Management
California
$314K -$1.35K -16 -0.4%
BSB
403
Bangor Savings Bank
Maine
$313K -$374K -4,446 -54%
IAN
404
Integrated Advisors Network
Texas
$313K – – –
SOAG
405
Silver Oak Advisory Group
Oregon
$311K – – –
FHA
406
First Horizon Advisors
Tennessee
$311K – – –
ODIJL
407
One Day In July LLC
Vermont
$311K +$4.88K +58 +2%
PP
408
PrairieView Partners
Minnesota
$310K +$20.3K +242 +7%
OBWP
409
O'Brien Wealth Partners
Massachusetts
$309K -$13.4K -159 -4%
LW
410
Libra Wealth
California
$309K – – –
GRP
411
Global Retirement Partners
California
$307K +$12.3K +146 +4%
FHA
412
Flagship Harbor Advisors
Massachusetts
$303K +$303K +3,602 New
SPL
413
Smart Portfolios LLC
Washington
$302K +$16.2K +193 +6%
AFG
414
Argent Financial Group
Louisiana
$300K +$300K +3,560 New
WIA
415
World Investment Advisors
California
$299K – – –
TPCW
416
TD Private Client Wealth
New York
$299K +$9.93K +118 +3%
MW
417
Marcum Wealth
Ohio
$296K +$2.1K +25 +0.7%
TFO
418
Tarbox Family Office
California
$295K – – –
AWA
419
ARQ Wealth Advisors
Arizona
$294K +$2.58K +31 +0.9%
CFO
420
Callan Family Office
Pennsylvania
$289K – – –
HP
421
Hilltop Partners
Indiana
$288K +$2.44K +29 +0.9%
LPAM
422
Lodestar Private Asset Management
California
$286K +$25.3K +300 +10%
MWS
423
Maxwell Wealth Strategies
California
$284K +$9.99K +124 +4%
DSN
424
D. Scott Neal
Kentucky
$283K -$11.4K -135 -4%
FC
425
Forte Capital
New York
$281K +$8.59K +102 +3%
15 16
17
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