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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 %
HighTower Advisors
26
HighTower Advisors
Illinois
$42.5M -$1.13M -14,832 -3%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$42.3M -$661K -8,682 -2%
EWA
28
EP Wealth Advisors
California
$42.2M +$2.94M +38,595 +7%
Creative Planning
29
Creative Planning
Kansas
$41.1M +$1.94M +25,500 +5%
M&T Bank
30
M&T Bank
New York
$40.7M +$291K +3,819 +0.7%
FT
31
Fiduciary Trust
Massachusetts
$40M +$2.17M +28,555 +6%
LPL Financial
32
LPL Financial
California
$39.3M +$1.31M +17,212 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$31.2M +$2.1M +27,645 +7%
I
34
IMPACTfolio
Colorado
$31M +$1.43M +18,766 +5%
SEI Investments
35
SEI Investments
Pennsylvania
$30.7M +$617K +8,097 +2%
DADC
36
D.A. Davidson & Co
Montana
$30.7M -$133K -1,748 -0.4%
MWM
37
Mission Wealth Management
California
$29M +$846K +11,108 +3%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$27.5M -$3.64M -45,883 -12%
FNWM
39
Financial Network Wealth Management
Utah
$26.4M +$1.36M +17,846 +5%
Corient Private Wealth
40
Corient Private Wealth
Florida
$24.8M -$390K -5,123 -2%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$24.8M -$3.81M -50,000 -13%
EWM
42
Empirical Wealth Management
Washington
$22.5M +$442K +5,801 +2%
HNW
43
High Note Wealth
Minnesota
$22.3M +$655K +8,603 +3%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.6M +$60.1K +790 +0.3%
AIA
45
Ally Invest Advisors
North Carolina
$21.3M +$1.69M +22,210 +9%
HCM
46
Howland Capital Management
Massachusetts
$21M -$398K -5,228 -2%
Mariner
47
Mariner
Kansas
$19.2M -$316K -4,154 -2%
MD
48
Money Design
Japan
$18.8M +$253K +3,331 +1%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$18.6M +$2.43M +31,904 +15%
KeyBank National Association
50
KeyBank National Association
Ohio
$18.5M +$13.2K +174 +0.1%
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