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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 %
OCM
176
One Capital Management
California
$1.87M +$25.2K +320 +1%
DT
177
Diversified Trust
Tennessee
$1.86M -$15.4K -195 -0.8%
PWMG
178
Pioneer Wealth Management Group
Texas
$1.85M +$97.5K +1,237 +6%
CWP
179
CFM Wealth Partners
Texas
$1.83M -$19.6K -249 -1%
RJT
180
Raymond James Trust
Florida
$1.82M – – –
BCM
181
Brookstone Capital Management
Illinois
$1.81M -$15.4K -190 -0.8%
PWLP
182
Prio Wealth Limited Partnership
Massachusetts
$1.81M -$9.06K -115 -0.5%
BWM
183
BigSur Wealth Management
Florida
$1.81M – – –
HHGA
184
Halbert Hargrove Global Advisors
California
$1.8M +$11.5K +146 +0.6%
VC
185
Vicus Capital
Pennsylvania
$1.79M -$41.5K -527 -2%
WN
186
Williams & Novak
California
$1.72M +$158K +2,009 +10%
APP
187
Avantax Planning Partners
Iowa
$1.65M -$5.12K -65 -0.3%
LWMG
188
Levy Wealth Management Group
Pennsylvania
$1.55M -$58.7K -745 -4%
CCM
189
Coldstream Capital Management
Washington
$1.55M +$98.4K +1,249 +7%
G
190
GenTrust
Florida
$1.54M +$1.73K +22 +0.1%
EWP
191
Elevation Wealth Partners
California
$1.53M +$400K +5,076 +35%
OFP
192
OLIO Financial Planning
Virginia
$1.51M – – –
WLIM
193
White Lighthouse Investment Management
Massachusetts
$1.49M +$2.52K +32 +0.2%
SWA
194
Sax Wealth Advisors
New Jersey
$1.48M +$1.48M +18,822 New
PWMG
195
Private Wealth Management Group
New Jersey
$1.48M +$47.7K +605 +3%
VAF
196
Values Added Financial
District of Columbia
$1.48M +$58K +736 +4%
OWA
197
One Wealth Advisors
California
$1.48M +$61.9K +798 +4%
PGA
198
Portland Global Advisors
Maine
$1.45M +$11.8K +150 +0.8%
ACA
199
Affinity Capital Advisors
California
$1.45M -$20.6K -261 -1%
OPS
200
Orion Portfolio Solutions
Nebraska
$1.41M +$528K +7,092 +60%
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