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

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$362M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$47.5M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
$103M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$80.7M
5
CAM
Clarity Asset Management
Iowa
$780K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
476
CoreCap Advisors
Michigan
$186K -$43.7K -519 -19%
WTC
477
WhitTier Trust Company
Nevada
$175K -$758 -9 -0.4%
BCWM
478
Bartlett & Co Wealth Management
Ohio
$170K +$2.44K +29 +1%
PFBT
479
Parkside Financial Bank & Trust
Missouri
$159K – – –
GT
480
Glenmede Trust
Pennsylvania
$158K – – –
HWM
481
Horizons Wealth Management
North Carolina
$158K – – –
CPG
482
Cornerstone Planning Group
New Jersey
$156K – – –
C
483
Covestor
United Kingdom
$145K +$1.27K +15 +0.9%
JFGIW
484
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K – – –
GC
485
Gould Capital
Washington
$136K – – –
Russell Investments Group
486
Russell Investments Group
United Kingdom
$132K +$132K +1,566 New
EWA
487
EverSource Wealth Advisors
Alabama
$129K – – –
KHC
488
Koesten Hirschmann & Crabtree
Kansas
$125K – – –
CA
489
Clearstead Advisors
Ohio
$119K – – –
LFA
490
LGT Financial Advisors
Texas
$113K – – –
FVIM
491
Fort Vancouver Investment Management
Washington
$113K – – –
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$113K -$9.49K -113 -8%
TCOV
493
Trust Company of Vermont
Vermont
$103K – – –
WSFS
494
Wilmington Savings Fund Society
Delaware
$99.8K +$99.8K +1,186 New
IRC
495
Investors Research Corp
Georgia
$95.7K – – –
BL
496
BFSG LLC
California
$93.8K – – –
AWM
497
AllSquare Wealth Management
New York
$92.3K – – –
TC
498
Trust Company
Kansas
$82.8K +$2.36K +28 +3%
FFA
499
Founders Financial Alliance
North Carolina
$80K – – –
4FG
500
4Thought Financial Group
New York
$73.1K +$2.1K +25 +3%
18 19
20
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