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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 %
CT
326
Columbia Trust
Oregon
$236K -$43.2K -550 -15%
1SB
327
1ST Source Bank
Indiana
$235K +$12.3K +157 +6%
VWM
328
Venturi Wealth Management
Texas
$235K +$235K +3,002 New
AC
329
AlphaCore Capital
California
$230K -$61.5K -785 -21%
SPAS
330
Spectrum Planning & Advisory Services
California
$227K +$227K +2,896 New
NAG
331
Northstar Advisory Group
New Jersey
$227K +$227K +2,896 New
MFW
332
Meristem Family Wealth
Minnesota
$224K +$224K +2,864 New
CAM
333
Cresset Asset Management
Illinois
$223K -$23.8K -304 -10%
TF
334
TimeScale Financial
Massachusetts
$219K +$66.2K +843 +43%
CPFP
335
Clear Perspectives Financial Planning
Ohio
$217K – – –
UAS
336
United Asset Strategies
New York
$216K -$68.7K -875 -24%
KPW
337
Kore Private Wealth
New York
$216K +$216K +2,758 New
FA
338
Forefront Analytics
Pennsylvania
$213K – – –
BBA
339
BLB&B Advisors
Pennsylvania
$212K -$41.5K -530 -16%
WS
340
Wedbush Securities
California
$212K +$212K +2,705 New
TI
341
tru Independence
Oregon
$212K +$212K +2,718 New
TCA
342
Transcend Capital Advisors
New Jersey
$206K +$206K +2,547 New
WC
343
Weil Company
California
$204K -$21.9K -280 -10%
FCI
344
Financial Counselors Inc
Kansas
$204K – – –
P
345
Palladiem
Pennsylvania
$204K +$204K +2,604 New
B
346
Bailard
California
$203K -$314K -4,000 -61%
BIA
347
Bell Investment Advisors
California
$202K +$202K +2,578 New
APA
348
American Portfolios Advisors
New York
$192K +$6.04K +77 +3%
WTC
349
WhitTier Trust Company
Nevada
$189K – – –
NSIM
350
North Star Investment Management
Illinois
$189K +$92.5K +1,178 +96%
12 13
14
15 16