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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 %
S
151
Syntrinsic
Colorado
$2.25M – – –
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$2.24M +$17.2K +215 +0.8%
LRWA
153
Long Run Wealth Advisors
New York
$2.23M -$38K -475 -2%
BOPW
154
Brandywine Oak Private Wealth
Pennsylvania
$2.2M +$59.1K +740 +3%
AWA
155
Alaska Wealth Advisors
Alaska
$2.2M -$265K -3,313 -11%
HI
156
Harbour Investments
Wisconsin
$2.17M +$305K +3,818 +16%
FWI
157
Facet Wealth Inc
Maryland
$2.16M +$18.7K +235 +0.9%
CL
158
Choreo LLC
Illinois
$2.15M -$21K -263 -1%
FFBTD
159
First Financial Bank - Trust Division
Ohio
$2.12M -$1.45M -18,175 -41%
NCM
160
Neumann Capital Management
California
$2.12M +$99.1K +1,240 +5%
GC
161
Grimes & Company
Massachusetts
$2.1M +$266K +3,330 +15%
DWT
162
Dorsey & Whitney Trust
South Dakota
$2.09M +$416K +5,200 +25%
CWM
163
Connecticut Wealth Management
Connecticut
$2.09M – – –
RF
164
RHS Financial
California
$2.07M +$24.5K +307 +1%
RFA
165
RTD Financial Advisors
Pennsylvania
$2.06M -$13.7K -172 -0.7%
B
166
Bailard
California
$2.06M +$34.9K +437 +2%
TWM
167
TriaGen Wealth Management
California
$2.06M -$119K -1,493 -5%
MBT
168
Montecito Bank & Trust
California
$2.03M -$239K -2,985 -10%
HWA
169
Heritage Wealth Advisors
Virginia
$2.02M -$799 -10 -0%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$1.99M -$780K -9,762 -28%
AGWCA
171
Annis Gardner Whiting Capital Advisors
Florida
$1.99M +$611K +7,650 +44%
DT
172
Diversified Trust
Tennessee
$1.9M +$1.44K +18 +0.1%
CWP
173
CFM Wealth Partners
Texas
$1.87M +$28.1K +352 +2%
OCM
174
One Capital Management
California
$1.87M +$209K +2,620 +13%
VC
175
Vicus Capital
Pennsylvania
$1.86M -$10.3K -129 -0.6%
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