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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

321 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 12 closing their positions.

Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.7%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
77
Increased
153
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$649M
2
PCA
2
Personal Capital Advisors
California
$215M
3
Morgan Stanley
3
Morgan Stanley
New York
$199M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$84.8M
5
Betterment LLC
5
Betterment LLC
New York
$111M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$12.4M
4
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$37.7M
5
BlackRock
5
BlackRock
New York
$154M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
251
Aaron Wealth Advisors
Illinois
$224K 3,080 +3,080 New
AC
252
Arjuna Capital
North Carolina
$221K 3,031 – –
GVAG
253
Great Valley Advisor Group
Delaware
$221K 3,026 +3,026 New
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$219K 2,994 +2,994 New
CPO
255
Cerity Partners OCIO
New York
$219K 3,001 +3,001 New
OWA
256
One Wealth Advisors
California
$215K 2,947 +2,947 New
WIA
257
World Investment Advisors
California
$213K 2,792 +2,792 New
PA
258
Parallel Advisors
California
$211K 2,888 -495 -15%
WFAG
259
Wescott Financial Advisory Group
Pennsylvania
$209K 2,860 +2,860 New
KWM
260
Kingsview Wealth Management
Oregon
$203K 2,785 +2,785 New
TFS
261
TrustCore Financial Services
Tennessee
$202K 2,765 +66 +2%
AC
262
AlphaCore Capital
California
$194K 2,651 +127 +5%
PCG
263
Private Capital Group
Connecticut
$167K 2,283 -409 -15%
IA
264
IFP Advisors
Florida
$159K 2,184 +293 +15%
ACA
265
Aptus Capital Advisors
Alabama
$136K 1,875 – –
TF
266
TimeScale Financial
Massachusetts
$135K 1,850 -126 -6%
SWM
267
Sugarloaf Wealth Management
Georgia
$134K 1,828 +1,828 New
EA
268
Elm Advisors
California
$133K 1,820 +1,820 New
CPFP
269
Clear Perspectives Financial Planning
Ohio
$123K 1,688 +1,688 New
VNA
270
Valley National Advisers
Pennsylvania
$119K 1,631 +190 +13%
WTC
271
WhitTier Trust Company
Nevada
$116K 1,590 -15 -0.9%
SIAP
272
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$110K 1,500 – –
TPWA
273
TRUE Private Wealth Advisors
Oregon
$100K 1,378 – –
PMFA
274
Plante Moran Financial Advisors
Michigan
$99K 1,361 +946 +228%
CAL
275
Capital Analysts LLC
Pennsylvania
$91K 1,244 +520 +72%
9 10
11
12 13