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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$744M 9,439,724 +9,089 +0.1%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$463M 5,881,365 -173,128 -3%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$450M 5,714,132 -97,833 -2%
Morgan Stanley
4
Morgan Stanley
New York
$393M 4,988,208 -138,882 -3%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$361M 4,584,553 -423,951 -8%
Northern Trust
6
Northern Trust
Illinois
$345M 4,375,644 +645,461 +17%
Betterment LLC
7
Betterment LLC
New York
$264M 3,357,341 -657,040 -16%
Ameriprise
8
Ameriprise
Minnesota
$160M 2,037,355 -43,306 -2%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$146M 1,851,720 -97,073 -5%
Wells Fargo
10
Wells Fargo
California
$130M 1,650,805 +2,665 +0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$128M 1,629,400 +75,363 +5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$120M 1,520,872 +472,777 +45%
Goldman Sachs
13
Goldman Sachs
New York
$116M 1,476,756 -119,742 -8%
UBS Group
14
UBS Group
Switzerland
$115M 1,464,791 -46,887 -3%
FLPIM
15
F.L. Putnam Investment Management
Massachusetts
$105M 1,336,256 -13,798 -1%
AA
16
Acorns Advisers
California
$103M 1,308,942 +77,669 +6%
BlackRock
17
BlackRock
New York
$96.2M 1,220,764 +15,067 +1%
ST
18
Spinnaker Trust
Maine
$93.7M 1,189,313 +7,504 +0.6%
Wealthfront Advisers
19
Wealthfront Advisers
California
$87.3M 1,108,759 +16,398 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$83.6M 1,060,760 -34,160 -3%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$77.5M 985,020 +72,631 +8%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$72.3M 918,335 +44,711 +5%
EI
23
Ellevest Inc
New York
$63.8M 810,139 +32,398 +4%
US Bancorp
24
US Bancorp
Minnesota
$61.5M 781,111 -34,947 -4%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$53.5M 678,607 +9,722 +1%
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