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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 %
AF
351
Allworth Financial
California
$186K +$186K +2,368 New
ACA
352
Aptus Capital Advisors
Alabama
$166K -$4.01K -51 -2%
SWM
353
Sugarloaf Wealth Management
Georgia
$165K – – –
PC
354
Pecaut & Co
Iowa
$164K +$13.5K +173 +9%
AC
355
Arjuna Capital
North Carolina
$148K -$61.7K -788 -29%
FCA
356
FinTrust Capital Advisors
South Carolina
$135K – – –
FA
357
Flagstar Advisors
New York
$129K +$129K +1,645 New
CTC
358
Central Trust Company
Missouri
$119K +$59.1K +756 +99%
SIAP
359
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$118K – – –
HGWM
360
Harvest Group Wealth Management
Massachusetts
$102K – – –
CCM
361
Cribstone Capital Management
Maine
$95K +$157 +2 +0.2%
LWA
362
Lowe Wealth Advisors
Maryland
$94K – – –
GWM
363
Geneos Wealth Management
Colorado
$93K +$3.04K +39 +3%
MA
364
MUFG Americas
New York
$87K +$26.3K +335 +43%
AWM
365
AllSquare Wealth Management
New York
$86K -$6.83K -87 -7%
NFG
366
Next Financial Group
Texas
$79K -$1.02K -13 -1%
BA
367
Bellwether Advisors
Nebraska
$76K – – –
DWMG
368
DB Wealth Management Group
California
$74K – – –
BCM
369
Bourgeon Capital Management
Connecticut
$71K +$1.03K +13 +1%
MA
370
MCF Advisors
Kentucky
$69K – – –
Fidelity Investments
371
Fidelity Investments
Massachusetts
$65K +$3.75K +48 +6%
AA
372
Ancora Advisors
Ohio
$61K +$8.32K +106 +16%
S
373
SignatureFD
Georgia
$60K – – –
AIP
374
Ameritas Investment Partners
Nebraska
$59K – – –
BCPWM
375
Bradley & Co Private Wealth Management
Florida
$59K +$13.2K +167 +29%
13 14
15
16 17