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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 %
LSPW
451
Lake Street Private Wealth
Illinois
$212K +$3.86K +49 +2%
PS
452
Principal Securities
Iowa
$210K +$29.5K +374 +16%
PC
453
Pecaut & Co
Iowa
$210K +$1.26K +16 +0.6%
GWSG
454
GPS Wealth Strategies Group
Colorado
$209K +$187K +2,378 +855%
RRA
455
Round Rock Advisors
Connecticut
$209K – – –
WA
456
Waverly Advisors
Alabama
$208K +$208K +2,636 New
GVAG
457
Great Valley Advisor Group
Delaware
$206K – – –
LL
458
LWMG LLC
Minnesota
$203K +$203K +2,580 New
SP
459
SWS Partners
Ohio
$203K -$15K -190 -7%
MMHP
460
Murphy Middleton Hinkle & Parker
Georgia
$203K – – –
AA
461
Auxano Advisors
Washington
$201K – – –
PFA
462
Pathway Financial Advisors
Vermont
$201K -$157K -1,988 -44%
VCP
463
Verus Capital Partners
Arizona
$200K +$200K +2,533 New
IFAM
464
Institutional & Family Asset Management
Colorado
$196K -$3.62K -46 -2%
Citadel Advisors
465
Citadel Advisors
Florida
$193K -$437K -5,543 -69%
FDCP
466
Foster Dykema Cabot & Partners
Massachusetts
$191K -$356K -4,521 -65%
S
467
SignatureFD
Georgia
$185K +$10.5K +133 +6%
CFGS
468
Concourse Financial Group Securities
Alabama
$182K – – –
S
469
Sachetta
Massachusetts
$178K -$397 -5 -0.2%
AF
470
Advisornet Financial
Minnesota
$177K -$44.7K -568 -20%
KFP
471
Keener Financial Planning
Texas
$165K – – –
WTC
472
WhitTier Trust Company
Nevada
$165K +$1.1K +14 +0.7%
BCWM
473
Bartlett & Co Wealth Management
Ohio
$156K +$1.42K +18 +0.9%
HWM
474
Horizons Wealth Management
North Carolina
$149K -$107K -1,345 -42%
PFBT
475
Parkside Financial Bank & Trust
Missouri
$149K – – –
17 18
19
20 21