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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

381 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
39
Increased
244
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$996M
2
PCA
Personal Capital Advisors
California
$325M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$216M
4
Macquarie Group
Macquarie Group
Australia
$41.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$164M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.3M
2
Creative Planning
Creative Planning
Kansas
$7.6M
3
GCA
Greenwood Capital Associates
South Carolina
$1.49M
4
RCS
Retirement Capital Strategies
California
$0
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
226
Chicago Capital
Illinois
$464K – – –
HI
227
Harbour Investments
Wisconsin
$453K +$73.6K +932 +19%
SDWMA
228
Schneider Downs Wealth Management Advisors
Pennsylvania
$450K +$12.5K +158 +3%
SWM
229
Spire Wealth Management
Virginia
$440K +$96.7K +1,224 +28%
APW
230
Austin Private Wealth
Texas
$434K +$41.6K +526 +11%
BPA
231
Beacon Pointe Advisors
California
$425K +$36K +456 +9%
FRA
232
Frank Rimerman Advisors
California
$423K – – –
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$422K +$152K +1,900 +56%
ADL
234
Asset Dedication LLC
California
$421K +$953 +12 +0.2%
CB
235
Community Bank
New York
$420K +$3.55K +45 +0.9%
PAI
236
Pittenger & Anderson Inc
Nebraska
$419K +$4.66K +59 +1%
Citigroup
237
Citigroup
New York
$419K +$10.1K +128 +2%
MNG
238
Manning & Napier Group
New York
$414K -$410K – –
RIA
239
Regal Investment Advisors
Michigan
$410K +$410K +5,193 New
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K -$891K -11,271 -69%
CCG
241
Capital CS Group
California
$409K +$409K +5,181 New
CWP
242
Concord Wealth Partners
Virginia
$407K +$407K +5,153 New
TFO
243
Tarbox Family Office
California
$399K – – –
EFL
244
ERn Financial LLC
Wisconsin
$397K -$8.77K -111 -2%
PA
245
Planning Alternatives
Michigan
$392K +$392K +4,960 New
PP
246
PDS Planning
Ohio
$391K +$1.5K +19 +0.4%
BB
247
Bell Bank
North Dakota
$387K -$17.5K -221 -4%
BIA
248
Bigelow Investment Advisors
Maine
$387K – – –
FFN
249
Focus Financial Network
Minnesota
$386K +$9.64K +122 +3%
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$385K +$385K +4,873 New
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10
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