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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 %
VCP
451
Verus Capital Partners
Arizona
$228K +$15.2K +180 +7%
CWS
452
Confluence Wealth Services
Pennsylvania
$228K +$228K +2,710 New
BFA
453
Bright Financial Advisors
Michigan
$228K – – –
SWM
454
SigFig Wealth Management
California
$228K +$228K +2,704 New
LSPW
455
Lake Street Private Wealth
Illinois
$226K – – –
MFC
456
Morris Financial Concepts
South Carolina
$224K -$10.3K -122 -4%
RRA
457
Round Rock Advisors
Connecticut
$223K – – –
LL
458
LWMG LLC
Minnesota
$221K +$3.45K +41 +2%
GVAG
459
Great Valley Advisor Group
Delaware
$220K – – –
HFS
460
Howard Financial Services
Texas
$219K +$219K +2,596 New
PC
461
Pecaut & Co
Iowa
$217K -$6.73K -80 -3%
MMHP
462
Murphy Middleton Hinkle & Parker
Georgia
$217K – – –
PFA
463
Pathway Financial Advisors
Vermont
$215K – – –
RDWM
464
Red Door Wealth Management
Tennessee
$213K +$213K +2,532 New
AA
465
Auxano Advisors
Washington
$212K -$3.03K -36 -1%
AF
466
Advisornet Financial
Minnesota
$209K +$19.9K +237 +11%
WA
467
Waverly Advisors
Alabama
$208K -$14.3K -170 -6%
FC
468
Financial Council
Maryland
$207K +$207K +2,464 New
HG
469
Harbor Group
New Hampshire
$206K +$206K +2,451 New
NW
470
NewEdge Wealth
Pennsylvania
$206K +$206K +2,447 New
UB
471
Umpqua Bank
Oregon
$205K -$337K -4,000 -62%
LSA
472
L & S Advisors
California
$204K +$204K +2,419 New
CFA
473
CWS Financial Advisors
Michigan
$201K +$201K +2,383 New
BCG
474
BayBridge Capital Group
California
$201K +$201K +2,382 New
ACA
475
Atlas Capital Advisors
Wyoming
$198K -$55.8K -663 -22%
17 18
19
20 21