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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 %
Brown Advisory
451
Brown Advisory
Maryland
$246K +$10.8K +142 +5%
IAA
452
Independent Advisor Alliance
North Carolina
$243K +$243K +3,192 New
SIAM
453
Sterling Investment Advisors (Missouri)
Missouri
$242K +$3.88K +51 +2%
APP
454
Avantax Planning Partners
Iowa
$242K – – –
CIBC World Market
455
CIBC World Market
Ontario, Canada
$239K – – –
MSWA
456
Marshall & Sterling Wealth Advisors
New York
$238K +$238K +3,121 New
BBA
457
BLB&B Advisors
Pennsylvania
$236K – – –
ACM
458
Ascent Capital Management
Oregon
$234K +$234K +3,069 New
ABC
459
Associated Banc-Corp
Wisconsin
$233K +$233K +3,063 New
FMTC
460
Farmers & Merchants Trust Company
California
$233K +$233K +3,063 New
SAM
461
Synergy Asset Management
Washington
$231K – – –
CA
462
Continuum Advisory
Idaho
$230K -$13.6K -179 -6%
SFG
463
Stonebridge Financial Group
Pennsylvania
$228K +$228K +2,988 New
VCP
464
Verus Capital Partners
Arizona
$226K +$19.3K +254 +9%
PMFA
465
Plante Moran Financial Advisors
Michigan
$225K – – –
AWA
466
ARQ Wealth Advisors
Arizona
$221K -$46.7K -613 -17%
GWSG
467
GPS Wealth Strategies Group
Colorado
$221K -$838 -11 -0.4%
Vanguard Group
468
Vanguard Group
Pennsylvania
$220K -$16.4K -215 -7%
GVAG
469
Great Valley Advisor Group
Delaware
$218K +$18.8K +246 +9%
XF
470
XML Financial
Maryland
$218K +$228 +3 +0.1%
BWA
471
Bordeaux Wealth Advisors
California
$213K – – –
CWS
472
Confluence Wealth Services
Pennsylvania
$212K -$2.77K -35 -1%
NW
473
NewEdge Wealth
Pennsylvania
$210K +$23.4K +307 +13%
MFC
474
Morris Financial Concepts
South Carolina
$209K +$6.47K +85 +3%
LSPW
475
Lake Street Private Wealth
Illinois
$209K +$4.64K +61 +2%
17 18
19
20 21