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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 %
PA
276
Planning Alternatives
Michigan
$389K – – –
PP
277
PDS Planning
Ohio
$386K -$1.8K -23 -0.5%
BRWA
278
B. Riley Wealth Advisors
Florida
$382K +$94.1K +1,200 +33%
BSW
279
Buckingham Strategic Wealth
Missouri
$382K +$382K +4,877 New
GAM
280
Gemmer Asset Management
California
$380K – – –
TPCW
281
TD Private Client Wealth
New York
$377K +$60.6K +773 +19%
JFG
282
JMG Financial Group
Illinois
$373K – – –
CFG
283
Cooper Financial Group
California
$373K +$81.8K +1,043 +28%
RZH
284
Relyea Zuckerberg Hanson
Connecticut
$370K – – –
CFD
285
Creative Financial Designs
Indiana
$366K +$95.8K +1,221 +35%
VNA
286
Valley National Advisers
Pennsylvania
$365K +$139K +1,773 +62%
AWS
287
AJ Wealth Strategies
New York
$356K – – –
CWM
288
Chicago Wealth Management
Illinois
$353K – – –
WFAG
289
Wescott Financial Advisory Group
Pennsylvania
$353K +$23K +294 +7%
WIA
290
World Investment Advisors
California
$352K +$59.1K +754 +20%
PA
291
Parallel Advisors
California
$347K +$51.1K +652 +17%
MSFS
292
Main Street Financial Solutions
Pennsylvania
$345K -$22.4K -285 -6%
HNB
293
Huntington National Bank
Ohio
$344K +$399 +5 +0.1%
CG
294
Colony Group
Massachusetts
$343K -$172K -2,187 -33%
OWA
295
Opal Wealth Advisors
New York
$342K +$27.8K +354 +9%
CAL
296
Capital Analysts LLC
Pennsylvania
$329K -$5.8K -74 -2%
TFS
297
TrustCore Financial Services
Tennessee
$325K +$36.7K +469 +13%
OWP
298
Obermeyer Wealth Partners
Colorado
$323K – – –
AIA
299
Arbor Investment Advisors
North Carolina
$323K +$11.7K +149 +4%
BC
300
Bartlett & Co
Ohio
$319K +$319K +4,064 New
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12
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