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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

580 hedge funds and large institutions have $6.47B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 245 increasing their positions, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
8.44%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
38
Increased
245
Reduced
195
Closed
24
Calls
$47K
Puts
–
Net Calls
+$47K
Net Calls Change
+$47K

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$345M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$120M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4M
4
EWA
4
EP Wealth Advisors
California
$39.2M
5
AA
5
Acorns Advisers
California
$103M

Top Sellers

1
Betterment LLC
1
Betterment LLC
New York
$264M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$361M
3
FA
3
Forefront Analytics
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$463M
5
Morgan Stanley
5
Morgan Stanley
New York
$393M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
151
Advisory Services Network
Georgia
$2.35M +$125K +1,585 +6%
WB
152
WesBanco Bank
West Virginia
$2.3M -$104K -1,320 -4%
HWA
153
Hilltop Wealth Advisors
North Carolina
$2.3M -$45.1K -572 -2%
COCM
154
Charter Oak Capital Management
New Hampshire
$2.28M -$65.9K -837 -3%
S
155
Syntrinsic
Colorado
$2.26M +$41.4K +526 +2%
IWC
156
Integrated Wealth Concepts
Massachusetts
$2.24M -$144K -1,828 -6%
BOPW
157
Brandywine Oak Private Wealth
Pennsylvania
$2.2M +$22.8K +290 +1%
GC
158
Grimes & Company
Massachusetts
$2.15M +$81.1K +1,029 +4%
CWM
159
Cranbrook Wealth Management
Michigan
$2.13M -$476K -6,043 -18%
NCM
160
Neumann Capital Management
California
$2.11M +$23.6K +300 +1%
FFBTD
161
First Financial Bank - Trust Division
Ohio
$2.11M +$16.2K +206 +0.8%
RFA
162
RTD Financial Advisors
Pennsylvania
$2.08M +$48.2K +612 +2%
CWM
163
Connecticut Wealth Management
Connecticut
$2.07M +$7.88K +100 +0.4%
HWA
164
Heritage Wealth Advisors
Virginia
$2.06M +$68.5K +869 +3%
B
165
Bailard
California
$2.04M +$4.73K +60 +0.2%
RF
166
RHS Financial
California
$2.03M -$10.4K -132 -0.5%
BC
167
Brio Consultants
California
$2.02M +$200K +2,534 +11%
AWA
168
Alaska Wealth Advisors
Alaska
$2.01M -$158K -2,005 -7%
TWM
169
TriaGen Wealth Management
California
$2.01M -$21.3K -270 -1%
MBT
170
Montecito Bank & Trust
California
$2.01M – – –
HI
171
Harbour Investments
Wisconsin
$1.99M -$154K -1,952 -7%
AF
172
Affiance Financial
Minnesota
$1.99M +$179K +2,272 +10%
AGWCA
173
Annis Gardner Whiting Capital Advisors
Florida
$1.97M +$8.9K +113 +0.5%
LRWA
174
Long Run Wealth Advisors
New York
$1.94M -$260K -3,306 -12%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$1.9M -$65.8K -835 -3%
5 6
7
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