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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
1
Northern Trust
Illinois
$345M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$120M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4M
4
EWA
4
EP Wealth Advisors
California
$39.2M
5
AA
5
Acorns Advisers
California
$103M

Top Sellers

1
Betterment LLC
1
Betterment LLC
New York
$264M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$361M
3
FA
3
Forefront Analytics
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$463M
5
Morgan Stanley
5
Morgan Stanley
New York
$393M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$17.7M +$2.68M +33,996 +18%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$17.6M +$193K +2,456 +1%
MML Investors Services
53
MML Investors Services
Massachusetts
$17.1M -$679K -8,617 -4%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$17M +$2.11M +26,802 +14%
William Blair & Company
55
William Blair & Company
Illinois
$16.2M -$746K -9,474 -4%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$15.9M +$481K +6,100 +3%
PCIG
57
Partners Capital Investment Group
Massachusetts
$15.9M -$864K -10,982 -5%
DL
58
DOHJ LLC
Washington
$14.7M +$986K +12,520 +7%
MG
59
Mather Group
Illinois
$14.2M +$1.44M +17,965 +11%
Jane Street
60
Jane Street
New York
$13.9M +$1.81M +22,986 +15%
EB
61
Eastern Bank
Massachusetts
$13.9M +$3.15K +40 +0%
WCM
62
Windsor Capital Management
Arizona
$13M +$196K +2,482 +2%
Natixis Advisors
63
Natixis Advisors
Massachusetts
$12.9M +$707K +8,975 +6%
MWM
64
Modera Wealth Management
New Jersey
$12.8M -$616K -7,816 -5%
Financial Engines Advisors
65
Financial Engines Advisors
California
$12.8M +$806K +10,236 +7%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$12.7M -$712K -9,039 -5%
AA
67
Alesco Advisors
New York
$11.1M +$371K +4,715 +3%
Franklin Resources
68
Franklin Resources
California
$10.8M -$384K -4,878 -3%
SPIA
69
Steward Partners Investment Advisory
New York
$10.8M +$95.4K +1,211 +0.9%
RW
70
RVW Wealth
California
$10M -$1.31M -16,591 -12%
REMPR
71
Roof Eidam Maycock Peralta (REMP)
California
$9.02M +$18K +229 +0.2%
PO
72
Private Ocean
California
$8.92M -$879K -11,162 -9%
Stifel Financial
73
Stifel Financial
Missouri
$8.79M -$104K -1,319 -1%
GM
74
GeoWealth Management
Illinois
$8.73M -$390K -4,955 -4%
SHGA
75
Sand Hill Global Advisors
California
$8.57M -$57.1K -725 -0.7%
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