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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 %
GFPC
576
Global Financial Private Client
Florida
$473 – – –
BTI
577
Blue Trust Inc
Georgia
$400 – – –
GEA
578
Glen Eagle Advisors
New Jersey
$394 – – –
CB
579
Chris Bulman
California
$236 +$236 +3 New
GWS
580
Glassman Wealth Services
Virginia
$158 – – –
GI
581
Gradient Investments
Minnesota
$79 -$1.34K -17 -94%
KFS
582
Kelly Financial Services
Massachusetts
$74 -$2.22K -30 -97%
FA
583
Forefront Analytics
Pennsylvania
– -$16.6M -207,750 Closed
GAA
584
Global Assets Advisory
Florida
– -$590K -46,946 Closed
LNC
585
Lincoln National Corp
Pennsylvania
– -$1.33M -16,690 Closed
Qube Research & Technologies (QRT)
586
Qube Research & Technologies (QRT)
United Kingdom
– -$760K -9,514 Closed
YIH
587
Y-Intercept (HK)
Hong Kong
– -$423K -5,289 Closed
LFG
588
Leverty Financial Group
Wisconsin
– -$375K -4,690 Closed
BRWA
589
B. Riley Wealth Advisors
Florida
– -$274K -3,968 Closed
FFM
590
Forum Financial Management
Illinois
– -$303K -3,789 Closed
PBF
591
Petix & Botte Financial
California
– -$301K -3,767 Closed
EPP
592
ETF Portfolio Partners
Kansas
– -$291K -3,640 Closed
BTWM
593
Baker Tilly Wealth Management
Wisconsin
– -$275K -3,447 Closed
TSS
594
Two Sigma Securities
New York
– -$241K -3,014 Closed
EWS
595
Evergreen Wealth Solutions
Pennsylvania
– -$238K -2,981 Closed
HWMA
596
Heritage Wealth Management (Arizona)
Arizona
– -$237K -2,962 Closed
MAWA
597
Moss Adams Wealth Advisors
Washington
– -$227K -2,839 Closed
CB
598
Commerce Bank
Missouri
– -$207K -2,586 Closed
LFA
599
Legacy Financial Advisors
Kentucky
– -$203K -2,542 Closed
FIM
600
Fernwood Investment Management
Massachusetts
– -$77.3K -967 Closed
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