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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 %
BCWM
301
Bartlett & Co Wealth Management
Ohio
$319K +$319K +4,064 New
CPO
302
Cerity Partners OCIO
New York
$314K +$50.1K +639 +19%
PFM
303
Peak Financial Management
Massachusetts
$310K – – –
AWA
304
Aaron Wealth Advisors
Illinois
$307K – – –
BBNA
305
Bremer Bank National Association
Minnesota
$304K +$6.97K +89 +2%
FG
306
Foster Group
Iowa
$299K +$10.7K +136 +4%
VWA
307
VERITY Wealth Advisors
United States
$298K +$298K +3,807 New
BAM
308
Baldrige Asset Management
Pennsylvania
$293K +$111K +1,418 +61%
BSB
309
Bangor Savings Bank
Maine
$292K +$6.73K +86 +2%
AAS
310
Avantax Advisory Services
Texas
$291K +$291K +3,710 New
SEIA
311
Signature Estate & Investment Advisors
California
$290K +$2.9K +37 +1%
BAAM
312
Baker Avenue Asset Management
California
$290K +$39.3K +501 +16%
BFA
313
Bragg Financial Advisors
North Carolina
$287K – – –
HWMA
314
Heritage Wealth Management (Arizona)
Arizona
$286K +$42.1K +538 +17%
PCG
315
Private Capital Group
Connecticut
$283K +$26.9K +344 +11%
PIA
316
Perennial Investment Advisors
California
$281K +$9.21K +117 +3%
WFA
317
Wade Financial Advisory
California
$278K +$278K +3,545 New
PGA
318
Portland Global Advisors
Maine
$263K +$6.27K +80 +2%
IA
319
IFP Advisors
Florida
$252K +$33.8K +432 +16%
SPL
320
Smart Portfolios LLC
Washington
$250K +$250K +3,188 New
CA
321
Cetera Advisors
Colorado
$248K +$16.6K +212 +7%
MGIA
322
Moneta Group Investment Advisors
Missouri
$246K +$1.1K +14 +0.4%
T
323
TrueFG
Texas
$246K +$246K +3,042 New
KWM
324
Kingsview Wealth Management
Oregon
$239K +$12.5K +160 +6%
GVAG
325
Great Valley Advisor Group
Delaware
$237K +$235 +3 +0.1%
11 12
13
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