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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 %
LWA
276
Lowe Wealth Advisors
Maryland
$88K 1,200 +1,200 New
AWM
277
AllSquare Wealth Management
New York
$86K 1,183 -345 -23%
GWM
278
Geneos Wealth Management
Colorado
$85K 3,924 +2,921 +291%
CCM
279
Cribstone Capital Management
Maine
$80K 1,100 +1,047 +1,975%
DWMG
280
DB Wealth Management Group
California
$69K 950 +950 New
VFA
281
Valeo Financial Advisors
Indiana
$64K 882 +47 +6%
Bank of Montreal
282
Bank of Montreal
Ontario, Canada
$56K 746 +746 New
NFG
283
Next Financial Group
Texas
$55K 759 -4 -0.5%
AIP
284
Ameritas Investment Partners
Nebraska
$55K 760 – –
RFA
285
Reilly Financial Advisors
California
$54K 740 – –
PCFFS
286
Pacific Center for Financial Services
California
$49K 673 – –
DWP
287
Destiny Wealth Partners
Florida
$48K 662 +662 New
CFD
288
Creative Financial Designs
Indiana
$47K 647 -1,554 -71%
GIA
289
Goodwin Investment Advisory
Georgia
$47K 634 +634 New
EIP
290
Ellis Investment Partners
Pennsylvania
$45K 614 +2 +0.3%
FCH
291
Freestone Capital Holdings
Washington
$42.7K 584 – –
FP
292
Fiduciary Planning
Florida
$41K 564 +5 +0.9%
MA
293
MCF Advisors
Kentucky
$36K 499 +4 +0.8%
FCA
294
FinTrust Capital Advisors
South Carolina
$34K 462 – –
RIM
295
Rockbridge Investment Management
New York
$32K 436 – –
NSIM
296
North Star Investment Management
Illinois
$31K 419 +3 +0.7%
IWP
297
IAG Wealth Partners
Wisconsin
$30K 409 – –
RA
298
Reby Advisors
Connecticut
$29K 400 +400 New
IHWM
299
Iron Horse Wealth Management
Iowa
$25K 338 +338 New
FPW
300
Flagship Private Wealth
Massachusetts
$24.3K 331 +331 New
10 11
12
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