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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 %
CFO
551
CVA Family Office
Colorado
$18.4K – – –
CA
552
Crewe Advisors
Utah
$16.1K – – –
AIP
553
Ameritas Investment Partners
Nebraska
$15.6K – – –
TSMHT
554
Thurston Springer Miller Herd & Titak
Indiana
$15.4K – – –
PPA
555
Painted Porch Advisors
California
$15.2K – – –
PWA
556
Provenance Wealth Advisors
Florida
$14.6K – – –
BF
557
BOK Financial
Oklahoma
$13.2K +$13.2K +160 New
WT
558
Washington Trust
Rhode Island
$13K – – –
SMA
559
Sage Mountain Advisors
Georgia
$12.3K – – –
TFA
560
Toth Financial Advisory
Virginia
$11.4K -$1.68K -20 -13%
GWM
561
Grand Wealth Management
Michigan
$11.3K – – –
CFD
562
Creative Financial Designs
Indiana
$9.26K – – –
Harris Associates
563
Harris Associates
Illinois
$9.09K +$9.09K +108 New
SRCM
564
Signature Resources Capital Management
California
$8.33K – – –
FFA
565
Frazier Financial Advisors
Ohio
$7.8K – – –
SIS
566
Sound Income Strategies
Florida
$7.74K – – –
CTWM
567
Cherry Tree Wealth Management
Minnesota
$7.49K – – –
FCMT
568
Founders Capital Management (Texas)
Texas
$6.14K – – –
PA
569
PSI Advisors
Florida
$5.64K – – –
CSWM
570
Cassady Schiller Wealth Management
Ohio
$5.64K – – –
SAM
571
Smartleaf Asset Management
Massachusetts
$5.57K – – –
NC
572
NewSquare Capital
Pennsylvania
$4.8K +$4.8K +57 New
MIM
573
Macroview Investment Management
Maryland
$4.46K – – –
CA
574
Centerpoint Advisors
Massachusetts
$4K – – –
Optiver Holding
575
Optiver Holding
Netherlands
$3.45K – – –
21 22
23
24 25