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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

573 hedge funds and large institutions have $6.57B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 232 increasing their positions, 180 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.31%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
43
Increased
232
Reduced
180
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EI
Ellevest Inc
New York
$62.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$83.8M
3
Northern Trust
Northern Trust
Illinois
$298M
4
Bank of America
Bank of America
North Carolina
$754M
5
Betterment LLC
Betterment LLC
New York
$321M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$410M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$87.5M
3
BlackRock
BlackRock
New York
$96.3M
4
Jane Street
Jane Street
New York
$12.3M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$464M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
126
McKinley Carter Wealth Services
West Virginia
$3.13M -$118K -1,475 -4%
LNWWM
127
Laird Norton Wetherby Wealth Management
California
$3.13M – – –
PAS
128
Park Avenue Securities
New York
$3.1M -$22.9K -286 -0.7%
CAN
129
Cetera Advisor Networks
California
$3.08M -$604K -7,553 -16%
CTC
130
Central Trust Company
Missouri
$3.07M +$93.5K +1,170 +3%
BFG
131
Baron Financial Group
New Jersey
$2.97M -$114K -1,425 -4%
KP
132
Keel Point
Alabama
$2.92M – – –
JFG
133
JMG Financial Group
Illinois
$2.85M – – –
WP
134
WealthShield Partners
North Carolina
$2.84M +$99.6K +1,247 +4%
CAM
135
Cresset Asset Management
Illinois
$2.84M +$79.7K +997 +3%
VCM
136
Vision Capital Management
Oregon
$2.77M -$181K -2,259 -6%
GWMR
137
GC Wealth Management RIA
Massachusetts
$2.73M +$2.73M +34,104 New
MAM
138
Magellan Asset Management
Australia
$2.7M – – –
PA
139
Parkside Advisors
California
$2.65M +$56.7K +710 +2%
CWM
140
Cranbrook Wealth Management
Michigan
$2.64M -$45.5K -569 -2%
MFG
141
Merit Financial Group
Georgia
$2.63M +$1.54M +19,428 +140%
RJA
142
Raymond James & Associates
Florida
$2.61M -$897K -11,222 -26%
WB
143
WesBanco Bank
West Virginia
$2.44M +$9.43K +118 +0.4%
GAM
144
Gould Asset Management
California
$2.43M +$57.1K +715 +2%
FA
145
Financial Advisors
Massachusetts
$2.42M -$10.9K -137 -0.4%
IWC
146
Integrated Wealth Concepts
Massachusetts
$2.42M +$57K +713 +2%
PHIC
147
Pine Haven Investment Counsel
Massachusetts
$2.42M +$65.7K +822 +3%
COCM
148
Charter Oak Capital Management
New Hampshire
$2.38M -$20.3K -254 -0.8%
HWA
149
Hilltop Wealth Advisors
North Carolina
$2.37M +$400 +5 +0%
ASN
150
Advisory Services Network
Georgia
$2.25M +$216K +2,699 +11%
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