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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

369 hedge funds and large institutions have $3.84B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 211 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+48
Holders Change %
+14.95%
% of All Funds
6.5%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
67
Increased
211
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$830M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$166M
3
PCA
3
Personal Capital Advisors
California
$266M
4
PPW
4
Parcion Private Wealth
Washington
$34.6M
5
Betterment LLC
5
Betterment LLC
New York
$149M

Top Sellers

1
KeyBank National Association
1
KeyBank National Association
Ohio
$11.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$19.6M
3
BHB
3
Bank Hapoalim BM
Israel
$5.62M
4
Wells Fargo
4
Wells Fargo
California
$55.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$21.8M +$227K +2,996 +1%
Jane Street
27
Jane Street
New York
$21.3M +$14.2M +187,197 +201%
DADC
28
D.A. Davidson & Co
Montana
$21.1M +$2.65M +34,907 +14%
Osaic Holdings
29
Osaic Holdings
Arizona
$20M +$8.42M +110,971 +73%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$19.6M -$12.4M – –
NNP
31
Nachman Norwood & Parrott
South Carolina
$19.4M +$2.81M +36,996 +17%
HCM
32
Howland Capital Management
Massachusetts
$18.2M +$46.8K +617 +0.3%
Macquarie Group
33
Macquarie Group
Australia
$17.9M – – –
HPWM
34
Highland Private Wealth Management
Washington
$17.9M +$620K +8,165 +4%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$17M – – –
US Bancorp
36
US Bancorp
Minnesota
$14.8M +$4.57M +60,269 +45%
PCIG
37
Partners Capital Investment Group
Massachusetts
$14.1M +$14.1M +185,869 New
MML Investors Services
38
MML Investors Services
Massachusetts
$13.5M +$2.84M +37,410 +27%
RC
39
RegentAtlantic Capital
New Jersey
$12.1M +$558K +7,348 +5%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$11.4M +$2.91M +38,330 +34%
KeyBank National Association
41
KeyBank National Association
Ohio
$11.3M -$17.9M -236,484 -61%
HighTower Advisors
42
HighTower Advisors
Illinois
$11.3M +$5M +65,832 +80%
FT
43
Fiduciary Trust
Massachusetts
$11.2M +$246K +3,238 +2%
M&T Bank
44
M&T Bank
New York
$11.2M +$9.11M +120,076 +443%
Creative Planning
45
Creative Planning
Kansas
$11.1M +$957K +12,613 +9%
SEI Investments
46
SEI Investments
Pennsylvania
$10.7M +$295K +4,030 +3%
TAIM
47
TD Ameritrade Investment Management
Nebraska
$10.6M – – –
PFM
48
Parsec Financial Management
North Carolina
$9.41M +$797K +10,504 +9%
NA
49
Nottingham Advisors
New York
$8.95M +$1.28M +16,870 +17%
SWA
50
SOA Wealth Advisors
New York
$8.81M -$56.1K -739 -0.6%
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