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

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$264M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$361M
3
FA
Forefront Analytics
Pennsylvania
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$463M
5
Morgan Stanley
Morgan Stanley
New York
$393M
Name Holding Trade Value Shares
Change 		Shares
Change %
4FG
501
4Thought Financial Group
New York
$66.5K -$1.26K -16 -2%
SA
502
Scarborough Advisors
Maryland
$63.9K -$2.68K -34 -4%
IWP
503
IAG Wealth Partners
Wisconsin
$60.3K – – –
RP
504
Rice Partnership
Hawaii
$60.1K +$37.2K +472 +162%
TCM
505
TD Capital Management
Tennessee
$56.7K +$1.03K +13 +2%
HGA
506
Hobbs Group Advisors
South Carolina
$56.6K +$56.6K +718 New
AA
507
Ancora Advisors
Ohio
$55.7K – – –
KB
508
Kimelman & Baird
New York
$54.5K +$54.5K +692 New
VAG
509
VisionPoint Advisory Group
Texas
$53.7K – – –
PCFFS
510
Pacific Center for Financial Services
California
$53K – – –
EA
511
Evolution Advisers
Virginia
$51K – – –
AIC
512
Archer Investment Corporation
Indiana
$50K – – –
YAL
513
Your Advocates Ltd
Texas
$50K +$14.1K +179 +39%
BNP Paribas Financial Markets
514
BNP Paribas Financial Markets
France
$48.3K -$23.1K -293 -32%
SSB
515
Sandy Spring Bank
Maryland
$48.1K -$10.6K -134 -18%
LFG
516
Larson Financial Group
Missouri
$48K +$7.25K +92 +18%
TWC
517
TD Waterhouse Canada
Ontario, Canada
$47.3K – – –
SS
518
Sunbelt Securities
Texas
$46.6K – – –
CIBC Private Wealth Group
519
CIBC Private Wealth Group
Georgia
$45.4K +$4.88K +61 +12%
CFFP
520
Center for Financial Planning
Michigan
$42.9K – – –
FWP
521
FAS Wealth Partners
Kansas
$42.2K +$788 +10 +2%
ST
522
Smithfield Trust
Pennsylvania
$39K – – –
Bank of Montreal
523
Bank of Montreal
Ontario, Canada
$38.1K -$10.1K -127 -21%
BGAI
524
Bruce G. Allen Investments
Colorado
$35.8K – – –
RWM
525
Ruedi Wealth Management
Illinois
$35.8K +$27.1K +344 +310%
19 20
21
22 23