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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 %
GAM
151
Gould Asset Management
California
$2.43M +$29.7K +390 +1%
CA
152
Cambridge Associates
Massachusetts
$2.42M -$2.89M -37,954 -54%
MBT
153
Montecito Bank & Trust
California
$2.4M +$460K +6,040 +24%
WB
154
WesBanco Bank
West Virginia
$2.33M +$14.4K +189 +0.6%
RFA
155
RTD Financial Advisors
Pennsylvania
$2.31M -$22.6K -297 -1%
FA
156
Financial Advisors
Massachusetts
$2.3M -$47K -617 -2%
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$2.29M +$1.5M +19,673 +190%
BC
158
Brio Consultants
California
$2.27M +$244K +3,202 +12%
GWMR
159
GC Wealth Management RIA
Massachusetts
$2.26M -$288K -3,780 -11%
BOPW
160
Brandywine Oak Private Wealth
Pennsylvania
$2.24M +$174K +2,290 +8%
SA
161
Sincerus Advisory
New York
$2.21M +$2.21M +29,065 New
DWT
162
Dorsey & Whitney Trust
South Dakota
$2.21M -$266K -3,500 -11%
CL
163
Choreo LLC
Illinois
$2.19M -$87.3K -1,146 -4%
COCM
164
Charter Oak Capital Management
New Hampshire
$2.16M -$46.8K -615 -2%
B
165
Bailard
California
$2.15M +$236K +3,104 +12%
IAS
166
IMA Advisory Services
Colorado
$2.12M +$2.12M +27,842 New
AWA
167
Alaska Wealth Advisors
Alaska
$2.12M +$70.5K +926 +3%
DT
168
Diversified Trust
Tennessee
$2.08M +$296K +3,882 +17%
LRWA
169
Long Run Wealth Advisors
New York
$2.07M +$133K +1,742 +7%
LNWWM
170
Laird Norton Wetherby Wealth Management
California
$2.06M -$915K -12,017 -31%
HWA
171
Hilltop Wealth Advisors
North Carolina
$2.03M -$186K -2,441 -8%
NCM
172
Neumann Capital Management
California
$2.02M -$38.8K -510 -2%
HWA
173
Heritage Wealth Advisors
Virginia
$2.01M +$26.3K +346 +1%
P
174
&Partners
Tennessee
$1.96M +$1.75M +22,945 +834%
CWM
175
Cranbrook Wealth Management
Michigan
$1.95M -$19.9K -261 -1%
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