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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 %
FA
401
FC Advisory
Pennsylvania
$310K +$310K +4,077 New
CA
402
CWC Advisors
Oregon
$310K +$152 +2 +0%
TPCW
403
TD Private Client Wealth
New York
$309K +$38.9K +511 +14%
WF
404
Warner Financial
Maryland
$308K +$686 +9 +0.2%
FHA
405
Flagship Harbor Advisors
Massachusetts
$308K +$33.7K +443 +12%
HFS
406
Hughes Financial Services
Virginia
$306K +$306K +4,022 New
IIC
407
Integrated Investment Consultants
Michigan
$306K – – –
NA
408
Nautilus Advisors
California
$305K +$305K +4,000 New
HDIM
409
Hanson & Doremus Investment Management
Vermont
$304K – – –
PP
410
PrairieView Partners
Minnesota
$303K +$22.1K +290 +8%
PWA
411
Physician Wealth Advisors
Utah
$300K -$7.77K -102 -3%
WIA
412
World Investment Advisors
California
$300K +$28.7K +377 +11%
VNA
413
Valley National Advisers
Pennsylvania
$296K -$13.6K -179 -4%
VC
414
Veracity Capital
Georgia
$295K +$5.48K +72 +2%
SB
415
Simmons Bank
Arkansas
$295K -$1.14K -15 -0.4%
FFN
416
Focus Financial Network
Minnesota
$294K +$5.79K +76 +2%
BSB
417
Bangor Savings Bank
Maine
$292K +$8.53K +112 +3%
GAM
418
Gemmer Asset Management
California
$292K -$170K -2,238 -37%
TDWM
419
Topel & Distasi Wealth Management
California
$286K +$2.59K +34 +0.9%
RFP
420
Root Financial Partners
California
$286K – – –
SOAG
421
Silver Oak Advisory Group
Oregon
$285K +$3.8K +50 +1%
IAN
422
Integrated Advisors Network
Texas
$285K +$1.22K +16 +0.4%
GRP
423
Global Retirement Partners
California
$283K +$4.49K +59 +2%
DAS
424
Diversify Advisory Services
Utah
$282K +$21.8K +289 +8%
KWM
425
Kingsview Wealth Management
Oregon
$280K -$11.3K -148 -4%
15 16
17
18 19