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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

495 hedge funds and large institutions have $5.99B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 270 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+79
Holders Change %
+18.99%
% of All Funds
7.64%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
101
Increased
270
Reduced
53
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$276M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$164M
4
PCA
Personal Capital Advisors
California
$404M
5
Morgan Stanley
Morgan Stanley
New York
$330M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.3M
2
Macquarie Group
Macquarie Group
Australia
$25.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$11.7M
4
FTUS
Flow Traders U.S.
New York
$8.94M
5
Jane Street
Jane Street
New York
$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
426
Advisornet Financial
Minnesota
$107K +$46.8K +588 +78%
EC
427
Estate Counselors
Wisconsin
$106K +$106K +1,340 New
HGWM
428
Harvest Group Wealth Management
Massachusetts
$103K – – –
CCM
429
Cribstone Capital Management
Maine
$97K +$1.11K +14 +1%
LWA
430
Lowe Wealth Advisors
Maryland
$95K – – –
MA
431
MUFG Americas
New York
$92K +$4.04K +51 +5%
AWM
432
AllSquare Wealth Management
New York
$87K – – –
RIM
433
Rockbridge Investment Management
New York
$82K +$38.3K +484 +88%
GC
434
Gould Capital
Washington
$81K +$81K +1,022 New
BCM
435
Bourgeon Capital Management
Connecticut
$78K +$6.15K +77 +9%
BA
436
Bellwether Advisors
Nebraska
$77K – – –
DWMG
437
DB Wealth Management Group
California
$75K – – –
SC
438
Stephens Consulting
Michigan
$71.6K +$71.6K +901 New
CWS
439
Confluence Wealth Services
Pennsylvania
$68K +$68K +868 New
GWM
440
Geneos Wealth Management
Colorado
$65K -$29.3K -370 -31%
PP
441
PrairieView Partners
Minnesota
$64K +$64K +803 New
AA
442
Ancora Advisors
Ohio
$61K -$1.2K -15 -2%
S
443
SignatureFD
Georgia
$61K +$792 +10 +1%
RFA
444
Reilly Financial Advisors
California
$59K – – –
AIP
445
Ameritas Investment Partners
Nebraska
$56K -$4.37K -55 -7%
MFA
446
McClarren Financial Advisors
Pennsylvania
$55K +$241 +3 +0.4%
PCFFS
447
Pacific Center for Financial Services
California
$53K – – –
TCM
448
TD Capital Management
Tennessee
$53K +$715 +9 +1%
SFPG
449
Stonebridge Financial Planning Group
Florida
$51K – – –
AWA
450
Amplius Wealth Advisors
Pennsylvania
$49K +$49K +627 New
16 17
18
19 20