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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 %
CIBC Private Wealth Group
526
CIBC Private Wealth Group
Georgia
$47.7K – – –
CFFP
527
Center for Financial Planning
Michigan
$45.9K – – –
CAS
528
Coppell Advisory Solutions
Texas
$45.1K -$27.8K -329 -38%
ST
529
Smithfield Trust
Pennsylvania
$42K – – –
Bank of Montreal
530
Bank of Montreal
Ontario, Canada
$40.6K – – –
BGAI
531
Bruce G. Allen Investments
Colorado
$38.3K – – –
RWM
532
Ruedi Wealth Management
Illinois
$38.3K – – –
M
533
MOTCO
Texas
$37.5K – – –
SSB
534
Sandy Spring Bank
Maryland
$36.8K -$14.6K -173 -28%
RA
535
Rise Advisors
New York
$36.4K – – –
LOIP
536
Live Oak Investment Partners
Texas
$35.2K -$13.1K – –
NSIM
537
North Star Investment Management
Illinois
$33.9K -$73K -868 -68%
NB
538
NBT Bank
New York
$31.7K +$31.7K +377 New
IHWM
539
Iron Horse Wealth Management
Iowa
$30.4K – – –
LWA
540
Lowe Wealth Advisors
Maryland
$29.5K – – –
AWM
541
Atticus Wealth Management
Florida
$29K – – –
CIAS
542
Capital Investment Advisory Services
North Carolina
$27.8K – – –
CCMI
543
Creative Capital Management Investments
California
$27K – – –
WCM
544
Winthrop Capital Management
Indiana
$27K – – –
HIA
545
Harbor Investment Advisory
Maryland
$26.2K – – –
TIM
546
Tortoise Investment Management
New York
$22.4K – – –
HPC
547
HM Payson & Co
Maine
$21.6K +$2.02K +24 +10%
AWM
548
Aspire Wealth Management
Massachusetts
$19.3K – – –
Bessemer Group
549
Bessemer Group
New Jersey
$19K – – –
FCA
550
FinTrust Capital Advisors
South Carolina
$18.4K – – –
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