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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 %
PAI
251
Pittenger & Anderson Inc
Nebraska
$462K +$46.4K +592 +11%
CC
252
Chicago Capital
Illinois
$460K – – –
NCM
253
Northwest Capital Management
Oregon
$460K +$460K +5,699 New
MA
254
Mutual Advisors
Nebraska
$451K +$161K +2,050 +55%
SB
255
Strategic Blueprint
Georgia
$450K +$164K +2,095 +57%
ADL
256
Asset Dedication LLC
California
$447K +$29.1K +369 +7%
AP
257
Appleton Partners
Massachusetts
$446K +$146K +1,855 +48%
BB
258
Bell Bank
North Dakota
$445K +$61.1K +779 +16%
TFO
259
Tarbox Family Office
California
$442K +$46.6K +594 +12%
LWMG
260
Levy Wealth Management Group
Pennsylvania
$438K +$89K +1,135 +25%
HTC
261
Haverford Trust Company
Pennsylvania
$437K +$81.9K +1,045 +23%
WAP
262
Wealthcare Advisory Partners
Pennsylvania
$435K +$70.3K +896 +19%
FFN
263
Focus Financial Network
Minnesota
$434K +$51.8K +661 +14%
CIBC World Market
264
CIBC World Market
Ontario, Canada
$425K -$45.6K -582 -10%
BFM
265
Boston Financial Management
Massachusetts
$420K +$420K +5,360 New
FRA
266
Frank Rimerman Advisors
California
$420K – – –
KFP
267
KB Financial Partners
New Jersey
$419K +$47.3K +603 +13%
PMFA
268
Plante Moran Financial Advisors
Michigan
$419K +$88.2K +1,126 +27%
CB
269
Community Bank
New York
$417K – – –
Citigroup
270
Citigroup
New York
$417K +$1.96K +25 +0.5%
FDCDDQ
271
Federation des caisses Desjardins du Quebec
Quebec, Canada
$404K -$2.35K -30 -0.6%
CCG
272
Capital CS Group
California
$402K -$4.87K -62 -1%
EFL
273
ERn Financial LLC
Wisconsin
$399K +$5.56K +71 +1%
Financial Engines Advisors
274
Financial Engines Advisors
California
$398K +$398K +5,090 New
CRWM
275
Castle Rock Wealth Management
California
$396K +$63K +765 +19%
9 10
11
12 13