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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 %
TCWA
376
Ten Capital Wealth Advisors
Washington
$4K – – –
NFSG
377
Newbridge Financial Services Group
Florida
$4K +$71 +1 +2%
LGWM
378
Litman Gregory Wealth Management
California
$3.44K -$40K -40,042 -92%
HPC
379
HM Payson & Co
Maine
$3K +$3K +44 New
CWA
380
Clearview Wealth Advisors
Oregon
$2K -$3.36K -42 -63%
WBC
381
West Branch Capital
Massachusetts
$2K +$2K +22 New
TFA
382
Toth Financial Advisory
Virginia
$1K – – –
GEA
383
Glen Eagle Advisors
New Jersey
$395 – – –
RCS
384
Retirement Capital Strategies
California
– -$1.3M -17,093 Closed
MKA
385
M. Kulyk & Associates
Georgia
– -$626K -8,248 Closed
OMC
386
Old Mission Capital
Illinois
– -$582K -7,664 Closed
WANY
387
Wealthspire Advisors (New York)
New York
– -$340K -4,482 Closed
UCFA
388
United Capital Financial Advisors
Texas
– -$263K -3,462 Closed
NL
389
NWAM LLC
Washington
– -$252K -3,324 Closed
SAG
390
Spotlight Asset Group
Illinois
– -$243K -3,206 Closed
TI
391
tru Independence
Oregon
– -$211K -2,718 Closed
TFA
392
TPG Financial Advisors
Oregon
– -$201K -2,642 Closed
WCM
393
Wealthcare Capital Management
Virginia
– -$123K -1,627 Closed
AWC
394
Abundance Wealth Counselors
Pennsylvania
– -$102K -1,350 Closed
VFA
395
Valeo Financial Advisors
Indiana
– -$68K -902 Closed
DWP
396
Destiny Wealth Partners
Florida
– -$50K -662 Closed
GRP
397
Global Retirement Partners
California
– -$48K -627 Closed
FP
398
Fiduciary Planning
Florida
– -$45K -587 Closed
AssetMark Inc
399
AssetMark Inc
California
– -$41K -542 Closed
Qube Research & Technologies (QRT)
400
Qube Research & Technologies (QRT)
United Kingdom
– -$14K -187 Closed
13 14 15
16
17