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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 %
Citigroup
101
Citigroup
New York
$4.99M -$565K -6,718 -10%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$4.93M -$370K -4,390 -7%
RZH
103
Relyea Zuckerberg Hanson
Connecticut
$4.81M +$148K +1,757 +3%
GC
104
Garde Capital
Washington
$4.79M +$8.17K +97 +0.2%
KAS
105
Kestra Advisory Services
Texas
$4.76M -$436K -5,176 -8%
SC
106
Savant Capital
Illinois
$4.75M -$96.5K -1,146 -2%
SAG
107
SageView Advisory Group
California
$4.75M -$261K -3,101 -5%
HPFG
108
Hart & Patterson Financial Group
Massachusetts
$4.6M +$97.4K +1,157 +2%
RSWM
109
Robertson Stephens Wealth Management
California
$4.51M -$471K -5,596 -9%
Cerity Partners
110
Cerity Partners
New York
$4.48M -$21.9K -260 -0.5%
Truist Financial
111
Truist Financial
North Carolina
$4.42M +$26.6K +316 +0.6%
BRIA
112
Balanced Rock Investment Advisors
Massachusetts
$4.39M +$107K +1,273 +3%
Osaic Holdings
113
Osaic Holdings
Arizona
$4.37M -$217K -2,571 -5%
MGIA
114
Moneta Group Investment Advisors
Missouri
$4.33M -$426K -5,067 -9%
DAS
115
Dynamic Advisor Solutions
Arizona
$4.2M -$2.05M -24,364 -33%
TC
116
Trilogy Capital
California
$4.06M +$132K +1,568 +3%
DF
117
Dunhill Financial
United Kingdom
$4.05M -$994K -11,811 -20%
P
118
Pitcairn
Pennsylvania
$3.92M +$23.2K +276 +0.6%
QC
119
Quent Capital
New York
$3.91M +$15.3K +182 +0.4%
OAM
120
Oppenheimer Asset Management
New York
$3.88M – – –
BEC
121
Blue Edge Capital
Virginia
$3.83M -$284K -3,374 -7%
IWC
122
Integrated Wealth Concepts
Massachusetts
$3.81M +$1.42M +16,838 +59%
CTC
123
Central Trust Company
Missouri
$3.78M +$558K +6,630 +17%
Fisher Asset Management
124
Fisher Asset Management
Washington
$3.77M -$381K -4,526 -9%
CNBT
125
Canandaigua National Bank & Trust
New York
$3.7M +$3.7M +43,952 New
3 4
5
6 7