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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 %
IWM
126
Integris Wealth Management
California
$3.62M +$15.6K +185 +0.4%
CAM
127
Cresset Asset Management
Illinois
$3.61M +$465K +5,523 +15%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.42M -$559K -6,640 -14%
WWP
129
Waypoint Wealth Partners
California
$3.4M -$168K -2,000 -5%
PL
130
Plancorp LLC
Missouri
$3.39M +$589 +7 +0%
LNWWM
131
Laird Norton Wetherby Wealth Management
California
$3.29M +$1.18K +14 +0%
MCWS
132
McKinley Carter Wealth Services
West Virginia
$3.27M +$23K +273 +0.7%
FWI
133
Facet Wealth Inc
Maryland
$3.25M +$482K +6,050 +17%
PAS
134
Park Avenue Securities
New York
$3.14M -$138K -1,645 -4%
KP
135
Keel Point
Alabama
$3.14M – – –
OCM
136
Objective Capital Management
Ohio
$3.14M +$3.14M +37,248 New
JFG
137
JMG Financial Group
Illinois
$3.02M +$14.8K +176 +0.5%
WP
138
WealthShield Partners
North Carolina
$3M -$34.9K -415 -1%
AWM
139
Axxcess Wealth Management
California
$3M +$165K +1,955 +6%
PA
140
Parkside Advisors
California
$2.96M -$11.5K -137 -0.4%
BFG
141
Baron Financial Group
New Jersey
$2.92M -$60.4K -717 -2%
GWMR
142
GC Wealth Management RIA
Massachusetts
$2.82M -$60.6K -720 -2%
DWT
143
Dorsey & Whitney Trust
South Dakota
$2.74M +$210K +2,500 +8%
PHIC
144
Pine Haven Investment Counsel
Massachusetts
$2.67M +$16.8K +200 +0.6%
VCM
145
Vision Capital Management
Oregon
$2.66M -$79.7K -947 -3%
GAM
146
Gould Asset Management
California
$2.65M +$26.1K +310 +1%
FA
147
Financial Advisors
Massachusetts
$2.59M -$1.43K -17 -0.1%
AA
148
Axiom Advisory
California
$2.59M +$40.4K +500 +2%
RFA
149
RTD Financial Advisors
Pennsylvania
$2.58M +$350K +4,158 +16%
WB
150
WesBanco Bank
West Virginia
$2.56M +$103K +1,227 +4%
4 5
6
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