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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 %
GAM
251
Gemmer Asset Management
California
$383K +$77.4K +979 +25%
JFG
252
JMG Financial Group
Illinois
$376K +$376K +4,758 New
KFP
253
KB Financial Partners
New Jersey
$375K +$11.9K +150 +3%
RZH
254
Relyea Zuckerberg Hanson
Connecticut
$373K – – –
MSFS
255
Main Street Financial Solutions
Pennsylvania
$370K +$7.59K +96 +2%
SWM
256
SigFig Wealth Management
California
$369K +$369K +4,663 New
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$367K +$57.8K +732 +19%
AWS
258
AJ Wealth Strategies
New York
$358K – – –
HTC
259
Haverford Trust Company
Pennsylvania
$358K +$30.3K +383 +9%
CWM
260
Chicago Wealth Management
Illinois
$356K – – –
LWMG
261
Levy Wealth Management Group
Pennsylvania
$352K +$100K +1,268 +40%
BAIA
262
Bel Air Investment Advisors
California
$345K – – –
HNB
263
Huntington National Bank
Ohio
$340K +$340K +4,307 New
CAL
264
Capital Analysts LLC
Pennsylvania
$338K +$128K +1,618 +61%
WWM
265
WT Wealth Management
Arizona
$335K +$44.4K +563 +15%
WFAG
266
Wescott Financial Advisory Group
Pennsylvania
$335K +$46.5K +585 +16%
PMFA
267
Plante Moran Financial Advisors
Michigan
$334K +$134K +1,695 +67%
AWM
268
AE Wealth Management
Kansas
$333K +$333K +4,211 New
OWP
269
Obermeyer Wealth Partners
Colorado
$326K – – –
CRWM
270
Castle Rock Wealth Management
California
$326K +$326K +4,045 New
TPCW
271
TD Private Client Wealth
New York
$319K +$395 +5 +0.1%
OWA
272
Opal Wealth Advisors
New York
$317K +$7.2K +91 +2%
AIA
273
Arbor Investment Advisors
North Carolina
$314K +$17.9K +227 +6%
PFM
274
Peak Financial Management
Massachusetts
$312K -$6.79K -86 -2%
AWA
275
Aaron Wealth Advisors
Illinois
$310K +$49.9K +632 +19%
9 10
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