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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 %
RW
76
RVW Wealth
California
$9.2M -$89.2K -1,172 -1%
Franklin Resources
77
Franklin Resources
California
$9.16M -$5.18K -68 -0.1%
WANY
78
Wealthspire Advisors (New York)
New York
$9.11M -$65.6K -862 -0.7%
REMPR
79
Roof Eidam Maycock Peralta (REMP)
California
$9.07M +$314K +4,120 +4%
SHGA
80
Sand Hill Global Advisors
California
$8.92M +$525K +6,899 +6%
SRWM
81
Shira Ridge Wealth Management
California
$8.91M +$576K +7,561 +7%
Stifel Financial
82
Stifel Financial
Missouri
$8.81M +$34.6K +455 +0.4%
OWM
83
Orgel Wealth Management
Wisconsin
$8.66M +$522K +6,860 +6%
WA
84
Wealth Architects
California
$7.95M +$442K +5,808 +6%
WI
85
WrapManager Inc
California
$7.38M -$65.8K -864 -0.9%
HIF
86
Hill Island Financial
Michigan
$7.32M +$167K +2,191 +2%
LWP
87
Laurel Wealth Planning
Minnesota
$7.27M +$324K +4,251 +5%
GM
88
GeoWealth Management
Illinois
$7.25M -$1.73M -22,740 -19%
EP
89
Essential Planning
New Hampshire
$7.02M +$7.02M +88,110 New
LGWM
90
Litman Gregory Wealth Management
California
$6.94M +$30.6K +402 +0.4%
PAG
91
Private Advisor Group
New Jersey
$6.71M +$99.4K +1,305 +2%
AC
92
Apella Capital
Connecticut
$6.48M -$8.38K -110 -0.1%
II
93
Impact Investors
California
$6.01M +$6.01M +78,982 New
BWP
94
BSW Wealth Partners
Colorado
$5.77M +$64K +841 +1%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$5.65M +$176K +2,311 +3%
MWM
96
Mascoma Wealth Management
New Hampshire
$5.6M +$322K +4,223 +6%
NA
97
Nottingham Advisors
New York
$5.55M -$489K -6,427 -8%
SWA
98
SOA Wealth Advisors
New York
$5.48M -$99.4K -1,306 -2%
NA
99
NewEdge Advisors
Louisiana
$5.45M +$659K +8,655 +14%
JFA
100
JNBA Financial Advisors
Minnesota
$5.21M +$156K +2,043 +3%
2 3
4
5 6