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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 %
AWM
576
AE Wealth Management
Kansas
$12.6K +$12.6K +166 New
CWM
577
Copia Wealth Management
Oregon
$12.5K +$12.5K +164 New
BF
578
BOK Financial
Oklahoma
$12.1K – – –
FHA
579
First Horizon Advisors
Tennessee
$11.9K -$271K -3,538 -96%
WT
580
Washington Trust
Rhode Island
$11.8K – – –
GWM
581
Grand Wealth Management
Michigan
$11.2K +$990 +13 +10%
SMA
582
Sage Mountain Advisors
Georgia
$11.1K – – –
CFS
583
Compass Financial Services
Iowa
$10.4K +$10.4K +137 New
TFA
584
Toth Financial Advisory
Virginia
$9.18K -$1.06K -14 -10%
T
585
Transce3nd
Texas
$9.14K +$9.14K +120 New
CFD
586
Creative Financial Designs
Indiana
$8.38K – – –
SRCM
587
Signature Resources Capital Management
California
$7.54K – – –
DRP
588
Decker Retirement Planning
Utah
$7.08K +$7.08K +93 New
SIS
589
Sound Income Strategies
Florida
$7.01K – – –
FFA
590
Frazier Financial Advisors
Ohio
$6.84K -$228 -3 -3%
CTWM
591
Cherry Tree Wealth Management
Minnesota
$6.78K – – –
CA
592
Centerpoint Advisors
Massachusetts
$6K +$2.31K +30 +63%
BNP Paribas Financial Markets
593
BNP Paribas Financial Markets
France
$5.86K -$46.1K -606 -89%
FCMT
594
Founders Capital Management (Texas)
Texas
$5.56K – – –
PA
595
PSI Advisors
Florida
$5.17K – – –
CSWM
596
Cassady Schiller Wealth Management
Ohio
$5.1K – – –
SAM
597
Smartleaf Asset Management
Massachusetts
$4.87K -$152 -2 -3%
TRCT
598
Tower Research Capital (TRC)
New York
$4.57K +$4.57K +60 New
NC
599
NewSquare Capital
Pennsylvania
$4.34K – – –
PWA
600
Provenance Wealth Advisors
Florida
$3.96K -$9.21K -121 -70%
22 23
24
25 26