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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 %
HIA
401
Harbor Investment Advisory
Maryland
$12K +$623 +8 +5%
KFI
402
Key Financial Inc
Pennsylvania
$11K – – –
KFS
403
Kelly Financial Services
Massachusetts
$9.73K -$4.26M -54,274 -100%
GI
404
Gradient Investments
Minnesota
$8K +$8K +100 New
EVM
405
Eaton Vance Management
Massachusetts
$8K +$8K +101 New
CA
406
Clearstead Advisors
Ohio
$6K – – –
LWM
407
Liberty Wealth Management
California
$6K +$385 +5 +7%
TIM
408
Tortoise Investment Management
New York
$5K – – –
TRCT
409
Tower Research Capital (TRC)
New York
$5K +$5K +63 New
ME
410
McIlrath & Eck
Washington
$4K – – –
TCWA
411
Ten Capital Wealth Advisors
Washington
$4K – – –
NFSG
412
Newbridge Financial Services Group
Florida
$4K – – –
HPC
413
HM Payson & Co
Maine
$3K – – –
CWA
414
Clearview Wealth Advisors
Oregon
$2K – – –
TFA
415
Toth Financial Advisory
Virginia
$2K +$1.33K +20 +200%
AssetMark Inc
416
AssetMark Inc
California
$1K +$1K +8 New
MHR
417
Matthew Hamilton Rosenberg
$1K +$1K +10 New
GEA
418
Glen Eagle Advisors
New Jersey
$392 – – –
KP
419
Keel Point
Alabama
– -$790K -9,994 Closed
CA
420
CGN Advisors
Kansas
– -$595K -7,529 Closed
PFA
421
Pure Financial Advisors
California
– -$287K -3,629 Closed
RMCM
422
Reynders McVeigh Capital Management
Massachusetts
– -$264K -3,344 Closed
TSS
423
Two Sigma Securities
New York
– -$204K -2,582 Closed
WP
424
WealthShield Partners
North Carolina
– -$45K -575 Closed
FPW
425
Flagship Private Wealth
Massachusetts
– -$26.6K -335 Closed
14 15 16
17
18