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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 %
AI
101
Accredited Investors
Minnesota
$4.96M -$159K -2,087 -3%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$4.92M +$456K +5,984 +10%
BPA
103
Beacon Pointe Advisors
California
$4.74M -$222K -2,916 -4%
Truist Financial
104
Truist Financial
North Carolina
$4.74M +$736K +9,665 +18%
Citigroup
105
Citigroup
New York
$4.65M +$142K +1,864 +3%
HPFG
106
Hart & Patterson Financial Group
Massachusetts
$4.39M +$235K +3,082 +6%
MGIA
107
Moneta Group Investment Advisors
Missouri
$4.35M +$432K +5,676 +11%
SAG
108
SageView Advisory Group
California
$4.33M +$33.5K +440 +0.8%
RZH
109
Relyea Zuckerberg Hanson
Connecticut
$4.32M -$31.1K -408 -0.7%
SC
110
Savant Capital
Illinois
$4.22M -$74.6K -980 -2%
Cerity Partners
111
Cerity Partners
New York
$4.2M +$149K +1,960 +4%
QC
112
Quent Capital
New York
$4.16M +$620K +8,147 +18%
ASN
113
Advisory Services Network
Georgia
$4.13M +$1.86M +24,413 +82%
Osaic Holdings
114
Osaic Holdings
Arizona
$4M +$37.8K +496 +1%
DAS
115
Dynamic Advisor Solutions
Arizona
$3.92M +$120K +1,577 +3%
RSWM
116
Robertson Stephens Wealth Management
California
$3.87M -$219K -2,870 -5%
GC
117
Garde Capital
Washington
$3.81M -$525K -6,894 -12%
CAM
118
Cresset Asset Management
Illinois
$3.68M +$408K +5,360 +12%
TC
119
Trilogy Capital
California
$3.61M -$69.2K -909 -2%
OAM
120
Oppenheimer Asset Management
New York
$3.61M +$97.3K +1,278 +3%
P
121
Pitcairn
Pennsylvania
$3.55M – – –
VW
122
Veridan Wealth
Oregon
$3.49M +$3.49M +44,413 New
CTC
123
Central Trust Company
Missouri
$3.48M +$64.4K +846 +2%
BEC
124
Blue Edge Capital
Virginia
$3.35M -$113K -1,483 -3%
IWM
125
Integris Wealth Management
California
$3.34M +$69K +906 +2%
3 4
5
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