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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

416 hedge funds and large institutions have $5.28B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 249 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+35
Holders Change %
+9.19%
% of All Funds
7.31%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
47
Increased
249
Reduced
55
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.12B
2
CFG
Citizens Financial Group
Rhode Island
$81.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$290M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$228M
5
PCA
Personal Capital Advisors
California
$361M

Top Sellers

1
Jane Street
Jane Street
New York
$7.68M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$924K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$20.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$7.42M
5
KFS
Kelly Financial Services
Massachusetts
$9.73K
Name Holding Trade Value Shares
Change 		Shares
Change %
WDG
226
Wealth Dimensions Group
Ohio
$606K +$606K +7,726 New
IFAM
227
Institutional & Family Asset Management
Colorado
$605K +$32.3K +413 +6%
RA
228
RFG Advisory
Alabama
$604K +$604K +7,706 New
JFGLC
229
Johnson Financial Group LLC (Colorado)
Colorado
$589K -$83K -1,061 -12%
WCFA
230
Walkner Condon Financial Advisors
Wisconsin
$577K +$6.12K +78 +1%
AF
231
Affiance Financial
Minnesota
$576K +$45.6K +581 +9%
MBT
232
Montecito Bank & Trust
California
$568K +$32.4K +414 +6%
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$562K – – –
BF
234
BOK Financial
Oklahoma
$561K +$561K +7,155 New
SWP
235
Stratos Wealth Partners
Ohio
$553K +$1.33K +17 +0.2%
CCA
236
Cobblestone Capital Advisors
New York
$550K +$235 +3 +0%
MAM
237
Meeder Asset Management
Ohio
$525K +$40.7K +519 +8%
ACA
238
Atlas Capital Advisors
Wyoming
$522K +$42.9K +547 +9%
NA
239
NewEdge Advisors
Louisiana
$516K +$516K +6,584 New
TCOV
240
Trust Company of Vermont
Vermont
$496K +$202K +2,571 +69%
WANY
241
Wealthspire Advisors (New York)
New York
$490K +$490K +6,250 New
PCMC
242
Private Capital Management (Colorado)
Colorado
$489K +$208K +2,655 +74%
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$487K +$70.3K +892 +17%
MNG
244
Manning & Napier Group
New York
$484K -$414K – –
WWM
245
WT Wealth Management
Arizona
$483K +$151K +1,923 +45%
HI
246
Harbour Investments
Wisconsin
$478K +$28.1K +358 +6%
ST
247
Sentinel Trust
Texas
$477K -$6.75K -86 -1%
SDWMA
248
Schneider Downs Wealth Management Advisors
Pennsylvania
$475K +$28.9K +368 +6%
CW
249
CreativeOne Wealth
Kansas
$475K +$216K +2,758 +83%
BIA
250
Bigelow Investment Advisors
Maine
$466K +$81.9K +1,044 +21%
8 9
10
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