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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 %
BCI
201
Brinker Capital Investments
Pennsylvania
$1.41M +$528K +7,092 +60%
AFG
202
Atomi Financial Group
New York
$1.41M +$74.4K +944 +6%
B
203
Birchbrook
Maine
$1.39M +$14.5K +184 +1%
RW
204
REDW Wealth
New Mexico
$1.38M +$630 +8 +0%
CPIG
205
Chicago Partners Investment Group
Illinois
$1.38M +$24.2K +304 +2%
CB
206
Centennial Bank
Arkansas
$1.34M +$7.88K +100 +0.6%
MAM
207
Magellan Asset Management
Australia
$1.34M -$1.33M -16,845 -50%
MMA
208
Miracle Mile Advisors
California
$1.33M – – –
SWG
209
Summit Wealth Group
Vermont
$1.33M -$29.1K -370 -2%
PCA
210
Pallas Capital Advisors
Massachusetts
$1.29M -$58.1K -725 -4%
BBHC
211
Brown Brothers Harriman & Co
New York
$1.29M – – –
Focus Partners Wealth
212
Focus Partners Wealth
Massachusetts
$1.28M +$77.4K +982 +6%
WCM
213
Windham Capital Management
Massachusetts
$1.26M – – –
BF
214
Brooklyn FI
New York
$1.24M -$36.9K -468 -3%
CFG
215
Carr Financial Group
Massachusetts
$1.24M +$21.1K +268 +2%
JFGLC
216
Johnson Financial Group LLC (Colorado)
Colorado
$1.24M -$128K -1,627 -9%
HNB
217
Huntington National Bank
Ohio
$1.19M -$1.28M – –
PA
218
Planning Alternatives
Michigan
$1.19M +$49.6K +630 +4%
HWM
219
HB Wealth Management
Georgia
$1.18M +$193K +2,446 +20%
EGWAG
220
Elwood & Goetz Wealth Advisory Group
Georgia
$1.17M -$217K -2,750 -16%
CCA
221
Cobblestone Capital Advisors
New York
$1.15M -$3.47K -44 -0.3%
ADL
222
Asset Dedication LLC
California
$1.15M -$55K -698 -5%
NP
223
NorthRock Partners
Minnesota
$1.14M -$456K -5,782 -28%
CFP
224
Cascade Financial Partners
California
$1.14M – – –
ACM
225
Armbruster Capital Management
New York
$1.13M +$5.91K +75 +0.5%
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