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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
1
Fidelity Investments
Massachusetts
$159M
2
Northern Trust
2
Northern Trust
Illinois
$390M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$94.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$148M
5
WANY
5
Wealthspire Advisors (New York)
New York
$10.1M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$362M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$47.5M
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$103M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$80.7M
5
CAM
5
Clarity Asset Management
Iowa
$780K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
51
Lake Street Advisors Group
New Hampshire
$18.7M -$2.19M -25,989 -10%
MML Investors Services
52
MML Investors Services
Massachusetts
$18.6M +$396K +4,705 +2%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$18.5M +$411K +4,887 +2%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$17.9M -$944K -11,213 -5%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$17.8M +$802K +9,532 +5%
William Blair & Company
56
William Blair & Company
Illinois
$17M -$293K -3,482 -2%
MG
57
Mather Group
Illinois
$15.4M +$383K +4,546 +3%
EB
58
Eastern Bank
Massachusetts
$14.8M -$78.5K -933 -0.5%
DL
59
DOHJ LLC
Washington
$14.7M -$902K -10,821 -6%
BDFN
60
Bond & Devick Financial Network
Minnesota
$14.5M +$6.23M +74,017 +75%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$14.4M +$906K +10,769 +7%
CFG
62
Citizens Financial Group
Rhode Island
$14.4M -$4.85M -57,648 -25%
Natixis Advisors
63
Natixis Advisors
Massachusetts
$14.2M +$466K +5,537 +3%
WCM
64
Windsor Capital Management
Arizona
$13.8M -$30.3K -360 -0.2%
MWM
65
Modera Wealth Management
New Jersey
$13.6M -$105K -1,253 -0.8%
Financial Engines Advisors
66
Financial Engines Advisors
California
$13.4M -$251K -2,987 -2%
AA
67
Alesco Advisors
New York
$12M +$75.2K +893 +0.6%
SPIA
68
Steward Partners Investment Advisory
New York
$11.7M +$143K +1,696 +1%
Jane Street
69
Jane Street
New York
$11.4M -$3.51M -41,704 -24%
RW
70
RVW Wealth
California
$10.3M -$462K -5,494 -4%
WANY
71
Wealthspire Advisors (New York)
New York
$10.1M +$9.62M +114,334 +1,842%
Franklin Resources
72
Franklin Resources
California
$10M -$1.4M -16,801 -12%
GM
73
GeoWealth Management
Illinois
$9.93M +$603K +7,162 +6%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$9.7M +$1.43M +16,938 +17%
Stifel Financial
75
Stifel Financial
Missouri
$9.7M +$305K +3,623 +3%
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3
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