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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 %
SCM
576
Sterling Capital Management
North Carolina
$2.86K +$2.86K +34 New
FRA
577
Front Row Advisors
California
$2.78K +$2.78K +33 New
BC
578
Barrett & Company
Rhode Island
$2.27K – – –
PFG
579
Peterson Financial Group
Iowa
$1.09K +$1.09K +13 New
TAM
580
Tucker Asset Management
Colorado
$842 +$842 +10 New
MFA
581
McClarren Financial Advisors
Pennsylvania
$667 +$541 +1,015 +430%
GFPC
582
Global Financial Private Client
Florida
$505 – – –
HT
583
Headlands Technologies
Illinois
$505 +$505 +6 New
GEA
584
Glen Eagle Advisors
New Jersey
$421 – – –
GWS
585
Glassman Wealth Services
Virginia
$168 – – –
AWM
586
Abound Wealth Management
Tennessee
$85 +$85 +1 New
CMP
587
Coston McIsaac & Partners
Maine
$23 – – –
3AM
588
3EDGE Asset Management
Florida
– -$4.25M -53,998 Closed
MAM
589
Magellan Asset Management
Australia
– -$1.34M -16,948 Closed
WCM
590
Windham Capital Management
Massachusetts
– -$1.26M -16,007 Closed
National Bank of Canada
591
National Bank of Canada
Quebec, Canada
– -$1.1M -14,032 Closed
MRC
592
Millburn Ridgefield Corp
New York
– -$778K -9,872 Closed
HWM
593
Hemington Wealth Management
Virginia
– -$466K -5,922 Closed
SW
594
SVB Wealth
Massachusetts
– -$440K -5,586 Closed
CAMV
595
Concord Asset Management (Virginia)
Virginia
– -$402K -5,100 Closed
MFG
596
Mainsail Financial Group
Washington
– -$360K -4,567 Closed
T
597
TCWP
Ohio
– -$291K -3,693 Closed
VHAM
598
Van Hulzen Asset Management
California
– -$268K -3,399 Closed
BFM
599
Boston Financial Management
Massachusetts
– -$258K -3,281 Closed
VAMG
600
Voisard Asset Management Group
Michigan
– -$95.2K -1,209 Closed
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