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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 %
TWM
176
TriaGen Wealth Management
California
$1.93M -$9.14K -120 -0.5%
AF
177
Affiance Financial
Minnesota
$1.93M +$1.6K +21 +0.1%
AGWCA
178
Annis Gardner Whiting Capital Advisors
Florida
$1.91M +$7.61K +100 +0.4%
VC
179
Vicus Capital
Pennsylvania
$1.89M +$99.4K +1,305 +6%
VAF
180
Values Added Financial
District of Columbia
$1.84M +$381K +5,006 +26%
BCM
181
Brookstone Capital Management
Illinois
$1.82M +$93.9K +1,233 +5%
CWP
182
CFM Wealth Partners
Texas
$1.8M +$36.4K +478 +2%
OFP
183
OLIO Financial Planning
Virginia
$1.8M +$279K +3,670 +18%
OCM
184
One Capital Management
California
$1.78M -$24.4K -320 -1%
HHGA
185
Halbert Hargrove Global Advisors
California
$1.77M +$50.9K +669 +3%
RF
186
RHS Financial
California
$1.76M +$16.5K +217 +0.9%
WWA
187
Wingate Wealth Advisors
Massachusetts
$1.76M +$1.76M +23,094 New
BWM
188
BigSur Wealth Management
Florida
$1.75M – – –
IWC
189
Integrated Wealth Concepts
Massachusetts
$1.74M -$1.71M -22,423 -50%
CWM
190
Connecticut Wealth Management
Connecticut
$1.73M -$274K -3,598 -14%
FFBTD
191
First Financial Bank - Trust Division
Ohio
$1.68M -$16.6K -218 -1%
HI
192
Harbour Investments
Wisconsin
$1.66M +$52.9K +695 +3%
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$1.61M +$1.61M +21,112 New
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$1.6M -$175K -2,294 -10%
HWM
195
HB Wealth Management
Georgia
$1.58M +$64K +840 +4%
OWA
196
One Wealth Advisors
California
$1.56M +$70.7K +928 +5%
WLIM
197
White Lighthouse Investment Management
Massachusetts
$1.52M +$39K +512 +3%
MMA
198
Miracle Mile Advisors
California
$1.52M +$230K +3,024 +18%
PWMG
199
Private Wealth Management Group
New Jersey
$1.51M +$20.4K +268 +1%
G
200
GenTrust
Florida
$1.49M +$1.22K +16 +0.1%
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