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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 %
PCIG
51
Partners Capital Investment Group
Massachusetts
$18.4M +$148K +1,938 +0.8%
AG
52
AlTi Global
New York
$17.9M -$182K -2,394 -1%
MML Investors Services
53
MML Investors Services
Massachusetts
$17.4M +$542K +7,112 +3%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$16.8M +$640K +8,407 +4%
LSAG
55
Lake Street Advisors Group
New Hampshire
$16.6M -$227K -2,981 -1%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$16.3M -$464K -6,095 -3%
MG
57
Mather Group
Illinois
$15.6M +$1.71M +22,435 +12%
BDFN
58
Bond & Devick Financial Network
Minnesota
$14.5M – – –
William Blair & Company
59
William Blair & Company
Illinois
$14.3M -$1.09M -14,312 -7%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$13.4M +$331K +4,348 +3%
Raymond James Financial
61
Raymond James Financial
Florida
$13.2M +$13.2M +173,266 New
EB
62
Eastern Bank
Massachusetts
$13.1M -$305K -4,011 -2%
Natixis Advisors
63
Natixis Advisors
Massachusetts
$13M +$175K +2,297 +1%
WCM
64
Windsor Capital Management
Arizona
$12.7M +$186K +2,447 +1%
DL
65
DOHJ LLC
Washington
$12.7M -$724K -9,514 -5%
Financial Engines Advisors
66
Financial Engines Advisors
California
$12.5M +$363K +4,773 +3%
MWM
67
Modera Wealth Management
New Jersey
$12.2M -$58.6K -770 -0.5%
CFG
68
Citizens Financial Group
Rhode Island
$11.3M -$1.74M -22,863 -13%
AA
69
Alesco Advisors
New York
$10.9M +$42.3K +556 +0.4%
AllianceBernstein
70
AllianceBernstein
Tennessee
$10.5M +$4.74M +62,208 +83%
SPIA
71
Steward Partners Investment Advisory
New York
$10.3M -$226K -2,969 -2%
SG
72
Stanich Group
New York
$10.2M +$10.2M +134,124 New
FEG
73
Fund Evaluation Group
Ohio
$9.95M +$3.39M +44,499 +52%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$9.88M +$1.13M +14,861 +13%
CGL
75
Clarius Group LLC
Washington
$9.26M +$2.67M +35,059 +41%
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