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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 %
TFF
551
The Family Firm
Maryland
$12.3K +$12.3K +156 New
WT
552
Washington Trust
Rhode Island
$12.2K – – –
TFA
553
Toth Financial Advisory
Virginia
$12.2K +$79 +1 +0.6%
BFEC
554
Benjamin F. Edwards & Company
Missouri
$12K – – –
SMA
555
Sage Mountain Advisors
Georgia
$11.5K – – –
GWM
556
Grand Wealth Management
Michigan
$10.6K -$188K -2,391 -95%
ATPW
557
Ashton Thomas Private Wealth
Arizona
$9.06K +$9.06K +115 New
CFD
558
Creative Financial Designs
Indiana
$8.67K – – –
OWA
559
Opal Wealth Advisors
New York
$8.27K +$8.27K +105 New
SRCM
560
Signature Resources Capital Management
California
$7.8K -$7.64K -97 -49%
FFA
561
Frazier Financial Advisors
Ohio
$7.3K +$157 +2 +2%
SIS
562
Sound Income Strategies
Florida
$7.25K – – –
CTWM
563
Cherry Tree Wealth Management
Minnesota
$7.01K – – –
FCMT
564
Founders Capital Management (Texas)
Texas
$5.75K +$5.75K +73 New
PA
565
PSI Advisors
Florida
$5.28K +$155 +2 +3%
CSWM
566
Cassady Schiller Wealth Management
Ohio
$5.28K – – –
SAM
567
Smartleaf Asset Management
Massachusetts
$5.19K – – –
MIM
568
Macroview Investment Management
Maryland
$4.17K -$2.36K -30 -36%
LWCFA
569
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.16K – – –
CA
570
Centerpoint Advisors
Massachusetts
$4K +$750 +9 +23%
FNWA
571
Financial Network Wealth Advisors
Utah
$3.78K +$3.78K +48 New
Optiver Holding
572
Optiver Holding
Netherlands
$3.23K – – –
WIA
573
Wetzel Investment Advisors
Indiana
$2.72K – – –
BC
574
Barrett & Company
Rhode Island
$2.13K – – –
IAIM
575
International Assets Investment Management
Florida
$1.26K +$1.26K +16 New
21 22
23
24 25