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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 %
EGWAG
201
Elwood & Goetz Wealth Advisory Group
Georgia
$1.49M +$338K +4,435 +29%
CCM
202
Coldstream Capital Management
Washington
$1.49M +$3.43K +45 +0.2%
PGA
203
Portland Global Advisors
Maine
$1.43M -$3.05K -40 -0.2%
HTC
204
Haverford Trust Company
Pennsylvania
$1.42M +$397K +5,220 +39%
SWG
205
Summit Wealth Group
Vermont
$1.39M +$46.8K +615 +3%
WN
206
Williams & Novak
California
$1.38M -$182K -2,394 -12%
B
207
Birchbrook
Maine
$1.38M +$4.8K +63 +0.3%
CA
208
CGN Advisors
Kansas
$1.37M +$85K +1,117 +7%
EWP
209
Elevation Wealth Partners
California
$1.37M -$259K -3,403 -16%
CPIG
210
Chicago Partners Investment Group
Illinois
$1.34M +$16.8K +219 +1%
PA
211
Planning Alternatives
Michigan
$1.33M +$121K +1,589 +10%
CB
212
Centennial Bank
Arkansas
$1.3M -$105K -1,375 -7%
PA
213
Parallel Advisors
California
$1.26M +$65.3K +858 +5%
CCA
214
Cobblestone Capital Advisors
New York
$1.25M +$46.2K +607 +4%
JFGLC
215
Johnson Financial Group LLC (Colorado)
Colorado
$1.25M +$49.3K +648 +4%
BBHC
216
Brown Brothers Harriman & Co
New York
$1.24M – – –
NP
217
NorthRock Partners
Minnesota
$1.24M -$133K -1,741 -10%
BF
218
Brooklyn FI
New York
$1.24M +$36.1K +474 +3%
W
219
WealthCollab
Washington
$1.2M +$113K +1,480 +10%
CFG
220
Carr Financial Group
Massachusetts
$1.2M -$3.27K -43 -0.3%
MF
221
Montis Financial
Massachusetts
$1.13M +$372K +4,884 +49%
SWA
222
Sax Wealth Advisors
New Jersey
$1.12M -$325K -4,272 -22%
CFP
223
Cascade Financial Partners
California
$1.1M – – –
PCA
224
Pallas Capital Advisors
Massachusetts
$1.08M -$26K -342 -2%
HNB
225
Huntington National Bank
Ohio
$1.08M -$1.18M – –
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