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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 %
IWP
526
IAG Wealth Partners
Wisconsin
$58.2K – – –
TCM
527
TD Capital Management
Tennessee
$55.6K +$761 +10 +1%
CFGS
528
Concourse Financial Group Securities
Alabama
$54.9K – – –
KB
529
Kimelman & Baird
New York
$52.7K – – –
VAG
530
VisionPoint Advisory Group
Texas
$51.7K +$51.7K +682 New
PCFFS
531
Pacific Center for Financial Services
California
$51.2K – – –
YAL
532
Your Advocates Ltd
Texas
$51.2K +$228 +3 +0.4%
AA
533
Ancora Advisors
Ohio
$50K – – –
EA
534
Evolution Advisers
Virginia
$49K – – –
FWP
535
FAS Wealth Partners
Kansas
$48.5K +$2.59K +34 +6%
AIC
536
Archer Investment Corporation
Indiana
$48.3K – – –
CIA
537
Cape Investment Advisory
Georgia
$48.3K – – –
VHAM
538
Van Hulzen Asset Management
California
$47.7K +$47.7K +627 New
LFG
539
Larson Financial Group
Missouri
$47.7K +$2.13K +28 +5%
TWC
540
TD Waterhouse Canada
Ontario, Canada
$45.6K – – –
SWM
541
Spire Wealth Management
Virginia
$44.5K – – –
CIBC Private Wealth Group
542
CIBC Private Wealth Group
Georgia
$43.4K – – –
UB
543
UMB Bank
Missouri
$43.2K +$43.2K +568 New
RWM
544
Rialto Wealth Management
New York
$42.9K +$42.9K +564 New
CFFP
545
Center for Financial Planning
Michigan
$41.5K – – –
AWM
546
Avior Wealth Management
Nebraska
$38.1K +$38.1K +500 New
ST
547
Smithfield Trust
Pennsylvania
$38K – – –
RWM
548
Ruedi Wealth Management
Illinois
$36.5K +$1.9K +25 +5%
RPA
549
Redwood Park Advisors
California
$35.7K +$35.7K +469 New
LOIP
550
Live Oak Investment Partners
Texas
$33.7K -$35.2K – –
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