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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 %
M
526
MOTCO
Texas
$35.1K – – –
GWM
527
Geneos Wealth Management
Colorado
$34.4K +$1.1K +14 +3%
RA
528
Rise Advisors
New York
$34.1K +$631 +8 +2%
IHWM
529
Iron Horse Wealth Management
Iowa
$28.4K – – –
LWA
530
Lowe Wealth Advisors
Maryland
$27.6K – – –
AWM
531
Atticus Wealth Management
Florida
$27.1K +$79 +1 +0.3%
CIAS
532
Capital Investment Advisory Services
North Carolina
$26K -$2.36K -30 -8%
CCMI
533
Creative Capital Management Investments
California
$25.3K – – –
WCM
534
Winthrop Capital Management
Indiana
$25K – – –
HIA
535
Harbor Investment Advisory
Maryland
$24.5K +$315 +4 +1%
BONH
536
Bank of New Hampshire
New Hampshire
$23.2K – – –
CMP
537
Coston McIsaac & Partners
Maine
$22K +$389 +5 +2%
TIM
538
Tortoise Investment Management
New York
$21K – – –
HPC
539
HM Payson & Co
Maine
$18.3K -$1.34K -17 -7%
AWM
540
Aspire Wealth Management
Massachusetts
$18K – – –
CFO
541
CVA Family Office
Colorado
$17.3K – – –
FCA
542
FinTrust Capital Advisors
South Carolina
$17.3K +$2.84K +36 +20%
Bessemer Group
543
Bessemer Group
New Jersey
$17K – – –
AWM
544
Avior Wealth Management
Nebraska
$16.3K +$237 +3 +1%
CA
545
Crewe Advisors
Utah
$15K – – –
AIP
546
Ameritas Investment Partners
Nebraska
$14.6K – – –
TSMHT
547
Thurston Springer Miller Herd & Titak
Indiana
$14.4K +$14.4K +183 New
PPA
548
Painted Porch Advisors
California
$14.2K +$14.2K +180 New
PWA
549
Provenance Wealth Advisors
Florida
$13.6K -$55.6K -706 -80%
LOIP
550
Live Oak Investment Partners
Texas
$13.1K – – –
20 21
22
23 24