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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

321 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 12 closing their positions.

Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.7%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
77
Increased
153
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$649M
2
PCA
2
Personal Capital Advisors
California
$215M
3
Morgan Stanley
3
Morgan Stanley
New York
$199M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$84.8M
5
Betterment LLC
5
Betterment LLC
New York
$111M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$12.4M
4
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$37.7M
5
BlackRock
5
BlackRock
New York
$154M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$7.08M 96,922 +15,504 +19%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$6.87M 94,027 +9,186 +11%
Jane Street
53
Jane Street
New York
$6.79M 92,963 +22,276 +32%
WCM
54
Windsor Capital Management
Arizona
$6.57M 89,966 +4,301 +5%
Stifel Financial
55
Stifel Financial
Missouri
$6.42M 87,841 +7,870 +10%
LSAG
56
Lake Street Advisors Group
New Hampshire
$6.05M 82,857 -1,558 -2%
HighTower Advisors
57
HighTower Advisors
Illinois
$6.02M 82,468 +34,979 +74%
WI
58
WrapManager Inc
California
$5.94M 81,378 +4,841 +6%
EWM
59
Empirical Wealth Management
Washington
$5.59M 76,574 +18,461 +32%
MWM
60
Mission Wealth Management
California
$5.39M 73,758 +1,434 +2%
PAS
61
Park Avenue Securities
New York
$5.34M 73,059 +18,626 +34%
AIA
62
Ally Invest Advisors
North Carolina
$5.07M 69,340 +23,133 +50%
CJA
63
C-J Advisory
California
$4.87M 66,708 +2,830 +4%
GCA
64
Greenwood Capital Associates
South Carolina
$4.83M 66,090 +16,311 +33%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$4.72M 64,604 +13,701 +27%
WWP
66
Waypoint Wealth Partners
California
$4.49M 61,465 +61,465 New
MWM
67
Merriman Wealth Management
Washington
$4.11M 56,200 +46,200 +462%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$4.01M 54,840 +16,451 +43%
OBWP
69
O'Brien Wealth Partners
Massachusetts
$3.94M 51,921 +18,602 +56%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$3.79M 51,888 -30,310 -37%
Franklin Resources
71
Franklin Resources
California
$3.78M 51,746 +29 +0.1%
LWP
72
Laurel Wealth Planning
Minnesota
$3.68M 50,374 +50,374 New
SHGA
73
Sand Hill Global Advisors
California
$3.65M 49,905 +2,874 +6%
SPIA
74
Steward Partners Investment Advisory
New York
$3.64M 49,838 +5,235 +12%
BWM
75
Baystate Wealth Management
Massachusetts
$3.47M 47,512 +3,029 +7%
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