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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 %
OBWP
426
O'Brien Wealth Partners
Massachusetts
$280K – – –
PCMC
427
Private Capital Management (Colorado)
Colorado
$280K -$29K -381 -9%
LW
428
Libra Wealth
California
$279K – – –
BOH
429
Bank of Hawaii
Hawaii
$277K -$111K -1,463 -29%
PC
430
Pecaut & Co
Iowa
$276K +$79.8K +1,048 +41%
UAS
431
United Asset Strategies
New York
$276K -$17.8K -234 -6%
HP
432
Hilltop Partners
Indiana
$273K +$12.8K +168 +5%
CWP
433
Concord Wealth Partners
Virginia
$273K -$35.9K -472 -12%
CIA
434
Compass Investment Advisers
Oregon
$272K +$272K +3,577 New
MW
435
Marcum Wealth
Ohio
$272K +$4.26K +56 +2%
TLFA
436
True Link Financial Advisors
California
$270K +$270K +3,547 New
OFG
437
Opulen Financial Group
Virginia
$269K +$269K +3,538 New
TFO
438
Tarbox Family Office
California
$269K +$1.68K +22 +0.6%
CC
439
Courier Capital
New York
$268K +$268K +3,526 New
MWS
440
Maxwell Wealth Strategies
California
$268K – – –
VFP
441
Vested Financial Planning
California
$267K +$267K +3,504 New
FC
442
Forte Capital
New York
$264K +$9.82K +129 +4%
S
443
SignatureFD
Georgia
$260K +$43.7K +574 +20%
LPAM
444
Lodestar Private Asset Management
California
$259K – – –
DSN
445
D. Scott Neal
Kentucky
$258K +$1.9K +25 +0.7%
FNB
446
Farmers National Bank
Kentucky
$258K +$258K +3,382 New
LFG
447
Leverty Financial Group
Wisconsin
$256K +$256K +3,365 New
MFA
448
Mayflower Financial Advisors
Massachusetts
$253K -$49K -644 -16%
RW
449
Rede Wealth
Virginia
$250K +$34K +446 +16%
SC
450
Stephens Consulting
Michigan
$248K +$24.8K +326 +11%
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