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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

585 hedge funds and large institutions have $6.94B 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, 182 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
8.46%
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
182
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$159M
2
Northern Trust
2
Northern Trust
Illinois
$390M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$94.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$148M
5
WANY
5
Wealthspire Advisors (New York)
New York
$10.1M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$362M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$47.5M
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$103M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$80.7M
5
CAM
5
Clarity Asset Management
Iowa
$780K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$47.5M -$9.64M -114,479 -17%
M&T Bank
27
M&T Bank
New York
$44.7M -$1.19M -14,098 -3%
EWA
28
EP Wealth Advisors
California
$43.4M +$1.49M +17,717 +4%
Creative Planning
29
Creative Planning
Kansas
$43.3M -$303K -3,605 -0.7%
LPL Financial
30
LPL Financial
California
$42M +$1.99M +23,643 +5%
FT
31
Fiduciary Trust
Massachusetts
$41.8M +$1.94M +22,991 +5%
DADC
32
D.A. Davidson & Co
Montana
$34.1M -$585K -6,956 -2%
SEI Investments
33
SEI Investments
Pennsylvania
$33.3M -$1.38M -16,397 -4%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$33M +$1.68M +19,902 +5%
I
35
IMPACTfolio
Colorado
$32.7M +$529K +6,283 +2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$32.2M +$1.4M +16,677 +5%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$31.7M – – –
MWM
38
Mission Wealth Management
California
$31.2M +$1.36M +16,118 +5%
Corient Private Wealth
39
Corient Private Wealth
Florida
$27.9M -$461K -5,481 -2%
FNWM
40
Financial Network Wealth Management
Utah
$27.7M +$314K +3,731 +1%
EWM
41
Empirical Wealth Management
Washington
$24.3M -$1.3M -15,495 -5%
HNW
42
High Note Wealth
Minnesota
$24M +$308K +3,657 +1%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.8M -$5.47M -65,000 -19%
HCM
44
Howland Capital Management
Massachusetts
$23.7M +$757K +8,992 +3%
AIA
45
Ally Invest Advisors
North Carolina
$21.7M +$760K +9,030 +4%
Mariner
46
Mariner
Kansas
$21.6M +$2.64M +31,310 +14%
MD
47
Money Design
Japan
$20.5M +$475K +5,643 +2%
KeyBank National Association
48
KeyBank National Association
Ohio
$20.4M +$626K +7,433 +3%
PCIG
49
Partners Capital Investment Group
Massachusetts
$20.2M +$3.17M +37,710 +19%
AG
50
AlTi Global
New York
$20M -$1.29M -15,313 -6%
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