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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 %
PCG
301
Private Capital Group
Connecticut
$259K +$63.6K +803 +33%
BBA
302
BLB&B Advisors
Pennsylvania
$256K +$12.7K +161 +5%
BAAM
303
Baker Avenue Asset Management
California
$252K -$14.3K -181 -5%
CAM
304
Cresset Asset Management
Illinois
$249K – – –
MGIA
305
Moneta Group Investment Advisors
Missouri
$247K +$158 +2 +0.1%
HWMA
306
Heritage Wealth Management (Arizona)
Arizona
$246K +$66.8K +846 +37%
CA
307
Cetera Advisors
Colorado
$233K +$233K +2,947 New
GVAG
308
Great Valley Advisor Group
Delaware
$230K – – –
KWM
309
Kingsview Wealth Management
Oregon
$229K +$5K +63 +2%
VNA
310
Valley National Advisers
Pennsylvania
$228K +$5.54K +70 +2%
WC
311
Weil Company
California
$228K +$228K +2,885 New
1SB
312
1ST Source Bank
Indiana
$224K +$10.4K +132 +5%
IA
313
IFP Advisors
Florida
$221K -$3.41K -43 -2%
CPFP
314
Clear Perspectives Financial Planning
Ohio
$219K +$66K +836 +43%
FA
315
Forefront Analytics
Pennsylvania
$216K +$2.7K +34 +1%
AC
316
Arjuna Capital
North Carolina
$212K -$12K -152 -5%
FCI
317
Financial Counselors Inc
Kansas
$206K +$206K +2,605 New
TSS
318
Two Sigma Securities
New York
$204K +$204K +2,582 New
WTC
319
WhitTier Trust Company
Nevada
$190K – – –
APA
320
American Portfolios Advisors
New York
$188K -$23.2K -294 -11%
BAM
321
Baldrige Asset Management
Pennsylvania
$183K +$183K +2,316 New
ACA
322
Aptus Capital Advisors
Alabama
$171K +$27.7K +350 +19%
SWM
323
Sugarloaf Wealth Management
Georgia
$166K +$108K +1,368 +186%
GIA
324
Goodwin Investment Advisory
Georgia
$157K +$54.2K +682 +53%
TF
325
TimeScale Financial
Massachusetts
$154K +$1.98K +25 +1%
11 12
13
14 15