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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
Northern Trust
Illinois
$427M
2
Jane Street
Jane Street
New York
$47.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$178M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$477M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$454M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$105M
2
FLPIM
F.L. Putnam Investment Management
Massachusetts
$78M
3
BlackRock
BlackRock
New York
$85.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$24.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$3.32M -$979K -12,860 -23%
FWI
127
Facet Wealth Inc
Maryland
$3.28M +$28.5K +357 +0.9%
Fisher Asset Management
128
Fisher Asset Management
Washington
$3.23M -$176K -2,311 -5%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.21M +$121K +1,588 +4%
CNBT
130
Canandaigua National Bank & Trust
New York
$3.21M -$135K -1,775 -4%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$3.19M +$234K +3,079 +8%
AWM
132
Axxcess Wealth Management
California
$3.17M +$460K +6,042 +17%
DF
133
Dunhill Financial
United Kingdom
$3.13M -$535K -7,020 -15%
PL
134
Plancorp LLC
Missouri
$3.11M +$42K +552 +1%
WWP
135
Waypoint Wealth Partners
California
$3.08M +$1.07K +14 +0%
BRIA
136
Balanced Rock Investment Advisors
Massachusetts
$3M -$971K -12,748 -24%
PAS
137
Park Avenue Securities
New York
$2.92M +$76.3K +1,002 +3%
KP
138
Keel Point
Alabama
$2.87M +$36.7K +482 +1%
BSCCG
139
Blue Sky Capital Consultants Group
California
$2.85M +$2.85M +37,428 New
OCM
140
Objective Capital Management
Ohio
$2.79M -$42.5K -558 -1%
ACA
141
Aptus Capital Advisors
Alabama
$2.74M +$2.2M +28,893 +407%
JFG
142
JMG Financial Group
Illinois
$2.73M -$2.13K -28 -0.1%
PA
143
Parkside Advisors
California
$2.7M +$18.1K +238 +0.7%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$2.68M +$2.1M +27,606 +362%
BFG
145
Baron Financial Group
New Jersey
$2.59M -$48.3K -635 -2%
MFG
146
Merit Financial Group
Georgia
$2.52M +$321K +4,213 +15%
PHIC
147
Pine Haven Investment Counsel
Massachusetts
$2.49M +$76K +998 +3%
SOWAS
148
Silver Oak Wealth Advisors Services
California
$2.46M +$2.46M +32,250 New
WP
149
WealthShield Partners
North Carolina
$2.45M -$259K -3,403 -10%
VCM
150
Vision Capital Management
Oregon
$2.44M +$28.6K +375 +1%
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