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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

369 hedge funds and large institutions have $3.84B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 211 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+48
Holders Change %
+14.95%
% of All Funds
6.5%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
67
Increased
211
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$830M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$166M
3
PCA
3
Personal Capital Advisors
California
$266M
4
PPW
4
Parcion Private Wealth
Washington
$34.6M
5
Betterment LLC
5
Betterment LLC
New York
$149M

Top Sellers

1
KeyBank National Association
1
KeyBank National Association
Ohio
$11.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$19.6M
3
BHB
3
Bank Hapoalim BM
Israel
$5.62M
4
Wells Fargo
4
Wells Fargo
California
$55.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
276
NWAM LLC
Washington
$252K +$252K +3,324 New
PGA
277
Portland Global Advisors
Maine
$249K – – –
AWA
278
Aaron Wealth Advisors
Illinois
$249K +$16K +212 +7%
SAG
279
Spotlight Asset Group
Illinois
$243K -$92.7K -1,223 -28%
MCWS
280
McKinley Carter Wealth Services
West Virginia
$243K +$243K +3,201 New
LWMG
281
Levy Wealth Management Group
Pennsylvania
$242K -$152 -2 -0.1%
CAM
282
Cresset Asset Management
Illinois
$239K – – –
CPO
283
Cerity Partners OCIO
New York
$239K +$11.2K +148 +5%
MGIA
284
Moneta Group Investment Advisors
Missouri
$237K +$76 +1 +0%
FG
285
Foster Group
Iowa
$233K +$233K +3,067 New
BBA
286
BLB&B Advisors
Pennsylvania
$233K +$233K +3,074 New
GVAG
287
Great Valley Advisor Group
Delaware
$230K – – –
KWM
288
Kingsview Wealth Management
Oregon
$217K +$3.07K +40 +1%
IA
289
IFP Advisors
Florida
$216K +$49.2K +645 +30%
AC
290
Arjuna Capital
North Carolina
$215K -$15.2K -200 -7%
VNA
291
Valley National Advisers
Pennsylvania
$213K +$89.5K +1,181 +72%
PFA
292
Pure Financial Advisors
California
$212K +$212K +2,793 New
TI
293
tru Independence
Oregon
$211K -$56.4K -727 -21%
TFS
294
TrustCore Financial Services
Tennessee
$210K +$530 +7 +0.3%
1SB
295
1ST Source Bank
Indiana
$205K +$205K +2,703 New
FA
296
Forefront Analytics
Pennsylvania
$204K +$204K +2,687 New
APA
297
American Portfolios Advisors
New York
$203K +$203K +2,672 New
CAL
298
Capital Analysts LLC
Pennsylvania
$202K +$107K +1,411 +113%
TFA
299
TPG Financial Advisors
Oregon
$201K +$201K +2,642 New
PMFA
300
Plante Moran Financial Advisors
Michigan
$192K +$88.7K +1,168 +86%
10 11
12
13 14