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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 %
NP
201
NorthRock Partners
Minnesota
$1.52M +$299K +3,552 +24%
B
202
Birchbrook
Maine
$1.52M +$33.7K +400 +2%
OFP
203
OLIO Financial Planning
Virginia
$1.51M – – –
SWG
204
Summit Wealth Group
Vermont
$1.48M +$62.3K +740 +4%
RW
205
REDW Wealth
New Mexico
$1.48M – – –
CA
206
CGN Advisors
Kansas
$1.43M +$391K +4,643 +38%
MMA
207
Miracle Mile Advisors
California
$1.42M – – –
CPIG
208
Chicago Partners Investment Group
Illinois
$1.38M -$8.88K -111 -0.6%
BBHC
209
Brown Brothers Harriman & Co
New York
$1.38M – – –
PA
210
Planning Alternatives
Michigan
$1.34M +$63.5K +755 +5%
CCA
211
Cobblestone Capital Advisors
New York
$1.33M +$103K +1,218 +8%
BF
212
Brooklyn FI
New York
$1.33M – – –
CFG
213
Carr Financial Group
Massachusetts
$1.33M -$1.01K -12 -0.1%
JFGLC
214
Johnson Financial Group LLC (Colorado)
Colorado
$1.32M – – –
PA
215
Parallel Advisors
California
$1.32M +$331K +3,928 +33%
EFG
216
Elios Financial Group
Ohio
$1.3M +$1.3M +15,411 New
EGWAG
217
Elwood & Goetz Wealth Advisory Group
Georgia
$1.27M +$25.3K +300 +2%
D
218
Diversified
Delaware
$1.27M +$88K +1,045 +7%
DE
219
Diversified Enterprises
Delaware
$1.27M +$1.27M +15,043 New
W
220
WealthCollab
Washington
$1.21M – – –
ACA
221
Affinity Capital Advisors
California
$1.18M -$366K -4,353 -24%
HNB
222
Huntington National Bank
Ohio
$1.18M -$1.19M – –
PCA
223
Pallas Capital Advisors
Massachusetts
$1.17M -$126K -1,573 -10%
CFP
224
Cascade Financial Partners
California
$1.17M – – –
ADL
225
Asset Dedication LLC
California
$1.16M -$63.7K -757 -5%
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9
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