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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
1
Northern Trust
Illinois
$345M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$120M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4M
4
EWA
4
EP Wealth Advisors
California
$39.2M
5
AA
5
Acorns Advisers
California
$103M

Top Sellers

1
Betterment LLC
1
Betterment LLC
New York
$264M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$361M
3
FA
3
Forefront Analytics
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$463M
5
Morgan Stanley
5
Morgan Stanley
New York
$393M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$45M -$281K -3,568 -0.6%
M&T Bank
27
M&T Bank
New York
$42.9M +$246K +3,124 +0.6%
Creative Planning
28
Creative Planning
Kansas
$40.8M +$632K +8,020 +2%
EWA
29
EP Wealth Advisors
California
$39.2M +$9.71M +123,283 +33%
LPL Financial
30
LPL Financial
California
$37.5M +$1.62M +20,538 +5%
FT
31
Fiduciary Trust
Massachusetts
$37.3M +$1.09M +13,821 +3%
DADC
32
D.A. Davidson & Co
Montana
$32.5M +$406K +5,148 +1%
SEI Investments
33
SEI Investments
Pennsylvania
$32.4M -$5.37M -68,196 -14%
I
34
IMPACTfolio
Colorado
$30.1M +$1.58M +20,063 +6%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$29.5M – – –
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$29.4M +$1.06M +13,393 +4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$28.8M -$2.03M -25,755 -7%
MWM
38
Mission Wealth Management
California
$27.9M -$1.27M -16,087 -4%
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4M +$13.5M +171,193 +97%
Corient Private Wealth
40
Corient Private Wealth
Florida
$26.5M +$309K +3,918 +1%
FNWM
41
Financial Network Wealth Management
Utah
$25.6M +$423K +5,373 +2%
EWM
42
Empirical Wealth Management
Washington
$24M -$1.01M -12,836 -4%
HNW
43
High Note Wealth
Minnesota
$22.1M +$781K +9,917 +4%
HCM
44
Howland Capital Management
Massachusetts
$21.5M -$881K -11,180 -4%
AG
45
AlTi Global
New York
$20M -$1.47M -18,710 -7%
AIA
46
Ally Invest Advisors
North Carolina
$19.6M +$871K +11,052 +5%
LSAG
47
Lake Street Advisors Group
New Hampshire
$19.5M +$6.85K +87 +0%
MD
48
Money Design
Japan
$18.8M +$152K +1,930 +0.8%
KeyBank National Association
49
KeyBank National Association
Ohio
$18.5M -$617K -7,836 -3%
CFG
50
Citizens Financial Group
Rhode Island
$18M -$6.15M -78,042 -25%
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