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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 %
C
501
Covestor
United Kingdom
$127K -$3.5K -46 -3%
GC
502
Gould Capital
Washington
$123K – – –
KHC
503
Koesten Hirschmann & Crabtree
Kansas
$120K +$7.23K +95 +6%
EWA
504
EverSource Wealth Advisors
Alabama
$117K +$304 +4 +0.3%
Russell Investments Group
505
Russell Investments Group
United Kingdom
$116K -$2.97K -39 -2%
SC
506
Stance Capital
Massachusetts
$115K +$115K +1,504 New
AssetMark Inc
507
AssetMark Inc
California
$111K +$59.1K +776 +113%
CA
508
Clearstead Advisors
Ohio
$107K – – –
FVIM
509
Fort Vancouver Investment Management
Washington
$102K – – –
WSFS
510
Wilmington Savings Fund Society
Delaware
$93.7K +$3.43K +45 +4%
CAS
511
Coppell Advisory Solutions
Texas
$88.1K +$47.5K +624 +117%
IRC
512
Investors Research Corp
Georgia
$86.6K – – –
BL
513
BFSG LLC
California
$84.8K – – –
AWM
514
AllSquare Wealth Management
New York
$83.4K – – –
AF
515
Allworth Financial
California
$83.4K +$18.5K +235 +28%
TC
516
Trust Company
Kansas
$80K +$5.1K +67 +7%
FFA
517
Founders Financial Alliance
North Carolina
$72.3K – – –
HC
518
Hurley Capital
New York
$70.7K +$70.7K +929 New
RP
519
Rice Partnership
Hawaii
$69.7K +$11.3K +148 +19%
4FG
520
4Thought Financial Group
New York
$66.2K – – –
PGAM
521
Princeton Global Asset Management
New Jersey
$65.7K +$65.7K +863 New
PP
522
Pacifica Partners
Canada
$64.5K – – –
PFM
523
Phillips Financial Management
Indiana
$64.2K +$5.48K +72 +9%
FGC
524
Financial Gravity Companies
Texas
$61K -$1.52K -20 -2%
GWM
525
Geneos Wealth Management
Colorado
$60.9K +$4.72K +62 +8%
19 20
21
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