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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 %
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$1.97M -$60.7K -721 -3%
CWP
177
CFM Wealth Partners
Texas
$1.95M +$842 +10 +0%
PWLP
178
Prio Wealth Limited Partnership
Massachusetts
$1.94M – – –
BWM
179
BigSur Wealth Management
Florida
$1.94M – – –
RF
180
RHS Financial
California
$1.93M -$242K -2,877 -11%
PWMG
181
Pioneer Wealth Management Group
Texas
$1.92M -$55K -653 -3%
RJT
182
Raymond James Trust
Florida
$1.92M -$33.7K -400 -2%
BCM
183
Brookstone Capital Management
Illinois
$1.91M +$31.1K +369 +2%
HHGA
184
Halbert Hargrove Global Advisors
California
$1.9M -$23.2K -276 -1%
BCI
185
Brinker Capital Investments
Pennsylvania
$1.89M +$416K +5,334 +28%
OPS
186
Orion Portfolio Solutions
Nebraska
$1.89M +$416K +5,334 +28%
FFBTD
187
First Financial Bank - Trust Division
Ohio
$1.87M -$382K -4,543 -17%
EWP
188
Elevation Wealth Partners
California
$1.8M +$159K +1,886 +10%
HI
189
Harbour Investments
Wisconsin
$1.78M -$346K -4,114 -16%
WN
190
Williams & Novak
California
$1.73M -$114K -1,352 -6%
HWM
191
HB Wealth Management
Georgia
$1.67M +$414K +4,921 +33%
G
192
GenTrust
Florida
$1.65M +$7.24K +86 +0.4%
PWMG
193
Private Wealth Management Group
New Jersey
$1.65M +$66.1K +785 +4%
OWA
194
One Wealth Advisors
California
$1.65M +$42.3K +503 +3%
CCM
195
Coldstream Capital Management
Washington
$1.64M -$15.9K -189 -1%
WLIM
196
White Lighthouse Investment Management
Massachusetts
$1.64M +$48.1K +572 +3%
VAF
197
Values Added Financial
District of Columbia
$1.61M +$25.2K +299 +2%
SWA
198
Sax Wealth Advisors
New Jersey
$1.6M +$15.2K +181 +1%
PGA
199
Portland Global Advisors
Maine
$1.59M +$37.9K +450 +2%
CB
200
Centennial Bank
Arkansas
$1.55M +$116K +1,375 +8%
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