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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

580 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, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
8.44%
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
195
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 %
SPL
426
Smart Portfolios LLC
Washington
$267K +$267K +3,390 New
PWM
427
Paulson Wealth Management
Illinois
$266K +$13K +165 +5%
MWP
428
Moller Wealth Partners
$260K – – –
BFM
429
Boston Financial Management
Massachusetts
$258K – – –
FC
430
Forte Capital
New York
$255K – – –
CA
431
Continuum Advisory
Idaho
$251K +$158 +2 +0.1%
MAA
432
Matrix Asset Advisors
New York
$250K -$20.9K -265 -8%
RCAG
433
Rehmann Capital Advisory Group
Michigan
$249K +$43.4K +551 +21%
SIAM
434
Sterling Investment Advisors (Missouri)
Missouri
$247K -$1.81K -23 -0.7%
RWP
435
Revolve Wealth Partners
New Jersey
$247K -$68.8K -873 -22%
XF
436
XML Financial
Maryland
$245K +$709 +9 +0.3%
LPAM
437
Lodestar Private Asset Management
California
$244K – – –
KPWS
438
Kestra Private Wealth Services
Texas
$240K -$6.22K -79 -3%
BBA
439
BLB&B Advisors
Pennsylvania
$239K – – –
SC
440
Stephens Consulting
Michigan
$237K -$163K -2,067 -41%
ACA
441
Atlas Capital Advisors
Wyoming
$237K +$1.34K +17 +0.6%
DAS
442
Diversify Advisory Services
Utah
$233K -$64.2K -806 -22%
SAM
443
Synergy Asset Management
Washington
$228K +$228K +2,896 New
BWA
444
Bordeaux Wealth Advisors
California
$220K – – –
MFC
445
Morris Financial Concepts
South Carolina
$220K +$21.9K +278 +11%
Brown Advisory
446
Brown Advisory
Maryland
$218K – – –
CA
447
CoreCap Advisors
Michigan
$215K – – –
BFA
448
Bright Financial Advisors
Michigan
$213K – – –
RVPG
449
Relative Value Partners Group
$212K -$503K -6,385 -70%
LSPW
450
Lake Street Private Wealth
Illinois
$212K +$3.86K +49 +2%
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