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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 %
SSB
551
Sandy Spring Bank
Maryland
$33.4K +$76 +1 +0.2%
RA
552
Rise Advisors
New York
$33.3K +$457 +6 +1%
NSIM
553
North Star Investment Management
Illinois
$31.1K +$381 +5 +1%
NB
554
NBT Bank
New York
$28.7K – – –
IHWM
555
Iron Horse Wealth Management
Iowa
$28.3K +$838 +11 +3%
LWA
556
Lowe Wealth Advisors
Maryland
$26.6K – – –
AWM
557
Atticus Wealth Management
Florida
$26.5K +$305 +4 +1%
GSWM
558
Golden State Wealth Management
California
$26.3K +$26.3K +346 New
HIA
559
Harbor Investment Advisory
Maryland
$26K +$2.28K +30 +10%
CIAS
560
Capital Investment Advisory Services
North Carolina
$25.1K – – –
WCM
561
Winthrop Capital Management
Indiana
$25K – – –
NRWA
562
North Ridge Wealth Advisors
Oregon
$24.7K +$24.7K +325 New
CCMI
563
Creative Capital Management Investments
California
$24.4K – – –
CMP
564
Coston McIsaac & Partners
Maine
$21K +$293 +4 +1%
Bessemer Group
565
Bessemer Group
New Jersey
$21K +$4.92K +66 +31%
TIM
566
Tortoise Investment Management
New York
$20.3K – – –
HPC
567
HM Payson & Co
Maine
$19.6K – – –
KFI
568
Key Financial Inc
Pennsylvania
$17.1K -$48.3K -634 -74%
LAMC
569
Longview Asset Management (California)
California
$16.9K +$16.9K +222 New
CFO
570
CVA Family Office
Colorado
$16.7K – – –
CA
571
Crewe Advisors
Utah
$16K +$1.45K +19 +10%
AG
572
AmeriFlex Group
Nevada
$15.9K +$15.9K +200 New
AIP
573
Ameritas Investment Partners
Nebraska
$14.1K – – –
TSMHT
574
Thurston Springer Miller Herd & Titak
Indiana
$13.9K – – –
TCM
575
Tradewinds Capital Management
Washington
$13.1K +$13.1K +172 New
21 22
23
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