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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 %
EIP
451
Ellis Investment Partners
Pennsylvania
$48K +$236 +3 +0.5%
AWA
452
Aquire Wealth Advisors
Utah
$47K +$47K +596 New
MFA
453
Mayflower Financial Advisors
Massachusetts
$46K +$46K +12,790 New
CFFP
454
Center for Financial Planning
Michigan
$43K -$3.58K -45 -8%
EDRH
455
Edmond de Rothschild Holding
Switzerland
$34K – – –
SBL
456
Sargent Bickham Lagudis
Colorado
$33K +$320 +4 +1%
IWP
457
IAG Wealth Partners
Wisconsin
$32K – – –
RA
458
Rise Advisors
New York
$31.8K +$31.8K +400 New
FWP
459
FAS Wealth Partners
Kansas
$31K -$3.05K -38 -9%
4FG
460
4Thought Financial Group
New York
$29K +$1.94K +24 +7%
HWA
461
Heritage Wealth Advisors
Virginia
$29K +$5.96K +75 +26%
IHWM
462
Iron Horse Wealth Management
Iowa
$27K – – –
Bank of Montreal
463
Bank of Montreal
Ontario, Canada
$23K -$483K -5,902 -95%
BWL
464
Bogart Wealth LLC
Virginia
$23K +$80 +1 +0.4%
TF
465
Tompkins Financial
New York
$19K +$19K +233 New
Bessemer Group
466
Bessemer Group
New Jersey
$18K +$550 +7 +3%
LFG
467
Leverty Financial Group
Wisconsin
$18K +$18K +229 New
AWM
468
Aspire Wealth Management
Massachusetts
$18K +$18K +229 New
FFWM
469
Future Financial Wealth Management
Ohio
$17K +$17K +214 New
DI
470
Disciplined Investments
Oklahoma
$17K +$17K +220 New
HIA
471
Harbor Investment Advisory
Maryland
$16K +$3.74K +47 +31%
MP
472
McDonald Partners
Ohio
$15.8K +$15.8K +198 New
ACM
473
Absolute Capital Management
Pennsylvania
$15.8K +$15.8K +198 New
GI
474
Gradient Investments
Minnesota
$15K +$6.89K +85 +85%
MCM
475
MV Capital Management
Maryland
$14K – – –
17 18
19
20 21