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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 %
NA
101
NewEdge Advisors
Louisiana
$4.89M +$209K +2,654 +4%
KAS
102
Kestra Advisory Services
Texas
$4.86M -$380K -4,826 -7%
DF
103
Dunhill Financial
United Kingdom
$4.72M -$592K -7,512 -11%
SAG
104
SageView Advisory Group
California
$4.69M +$4.22M +53,606 +901%
RSWM
105
Robertson Stephens Wealth Management
California
$4.67M +$244K +3,092 +6%
MWM
106
Mascoma Wealth Management
New Hampshire
$4.66M +$416K +5,283 +10%
SC
107
Savant Capital
Illinois
$4.54M -$51.1K -649 -1%
GC
108
Garde Capital
Washington
$4.47M +$21.4K +272 +0.5%
MGIA
109
Moneta Group Investment Advisors
Missouri
$4.45M +$580K +7,364 +15%
RZH
110
Relyea Zuckerberg Hanson
Connecticut
$4.36M +$36K +457 +0.8%
Osaic Holdings
111
Osaic Holdings
Arizona
$4.3M +$182K +2,314 +4%
3AM
112
3EDGE Asset Management
Florida
$4.25M +$2.62M +33,225 +160%
Cerity Partners
113
Cerity Partners
New York
$4.21M +$28.2K +358 +0.7%
HPFG
114
Hart & Patterson Financial Group
Massachusetts
$4.21M -$338K -4,292 -7%
Truist Financial
115
Truist Financial
North Carolina
$4.11M +$80.4K +1,021 +2%
JFA
116
JNBA Financial Advisors
Minnesota
$4.1M +$133K +1,684 +3%
BRIA
117
Balanced Rock Investment Advisors
Massachusetts
$4.01M +$65.9K +837 +2%
Fisher Asset Management
118
Fisher Asset Management
Washington
$3.88M +$668K +8,482 +21%
BEC
119
Blue Edge Capital
Virginia
$3.85M +$42.7K +542 +1%
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.72M +$472K +5,988 +15%
TC
121
Trilogy Capital
California
$3.68M -$29.1K -369 -0.8%
P
122
Pitcairn
Pennsylvania
$3.65M -$48.1K -611 -1%
QC
123
Quent Capital
New York
$3.65M +$3.07K +39 +0.1%
OAM
124
Oppenheimer Asset Management
New York
$3.63M +$3.63M +46,083 New
VW
125
Veridan Wealth
Oregon
$3.54M +$3.54M +39,696 New
3 4
5
6 7