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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 %
RJA
151
Raymond James & Associates
Florida
$2.56M -$66.3K -788 -3%
CL
152
Choreo LLC
Illinois
$2.5M -$1K -12 -0%
Acadian Asset Management
153
Acadian Asset Management
Massachusetts
$2.48M +$2.48M +29,504 New
HWA
154
Hilltop Wealth Advisors
North Carolina
$2.44M -$8.75K -104 -0.4%
COCM
155
Charter Oak Capital Management
New Hampshire
$2.44M +$1.94K +23 +0.1%
MFG
156
Merit Financial Group
Georgia
$2.43M -$388K -4,615 -14%
ASN
157
Advisory Services Network
Georgia
$2.35M – – –
S
158
Syntrinsic
Colorado
$2.34M -$70.9K -842 -3%
GC
159
Grimes & Company
Massachusetts
$2.34M +$40.6K +482 +2%
BOPW
160
Brandywine Oak Private Wealth
Pennsylvania
$2.28M -$64K -760 -3%
NCM
161
Neumann Capital Management
California
$2.28M +$23.1K +275 +1%
AWA
162
Alaska Wealth Advisors
Alaska
$2.26M +$115K +1,367 +5%
BC
163
Brio Consultants
California
$2.24M +$82.7K +983 +4%
CWM
164
Connecticut Wealth Management
Connecticut
$2.21M – – –
HWA
165
Heritage Wealth Advisors
Virginia
$2.19M -$8.92K -106 -0.4%
CWM
166
Cranbrook Wealth Management
Michigan
$2.17M -$99K -1,176 -4%
TWM
167
TriaGen Wealth Management
California
$2.14M – – –
MBT
168
Montecito Bank & Trust
California
$2.14M – – –
LRWA
169
Long Run Wealth Advisors
New York
$2.14M +$68.8K +817 +3%
AF
170
Affiance Financial
Minnesota
$2.13M +$5.3K +63 +0.2%
B
171
Bailard
California
$2.11M -$62.2K -739 -3%
AGWCA
172
Annis Gardner Whiting Capital Advisors
Florida
$2.1M -$1.85K -22 -0.1%
OCM
173
One Capital Management
California
$2M +$4.55K +54 +0.2%
VC
174
Vicus Capital
Pennsylvania
$1.98M +$65.4K +777 +3%
DT
175
Diversified Trust
Tennessee
$1.97M -$16.8K -200 -0.8%
5 6
7
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