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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.

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 %
Allianz Asset Management
51
Allianz Asset Management
Germany
$8.73M +$8.73M +114,959 New
PAM
52
PFM Asset Management
Pennsylvania
$8.72M -$152K -1,999 -2%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$8.36M +$1.01M +13,258 +14%
PAS
54
Park Avenue Securities
New York
$8.35M +$2.81M +37,005 +51%
WCM
55
Windsor Capital Management
Arizona
$8.01M +$1.18M +15,519 +17%
TWA
56
Tillar-Wenstrup Advisors
Ohio
$7.97M +$256K +3,370 +3%
FNWM
57
Financial Network Wealth Management
Utah
$7.96M +$528K +6,954 +7%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$7.81M -$193K -2,537 -2%
BDFN
59
Bond & Devick Financial Network
Minnesota
$7.78M +$6.74M +88,776 +646%
REMPR
60
Roof Eidam Maycock Peralta (REMP)
California
$7.76M +$217K +2,860 +3%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$7.7M +$566K +7,458 +8%
AIA
62
Ally Invest Advisors
North Carolina
$7.38M +$2.11M +27,860 +40%
RJA
63
Raymond James & Associates
Florida
$6.91M +$3.6M +47,463 +109%
EWM
64
Empirical Wealth Management
Washington
$6.79M +$978K +12,885 +17%
LSAG
65
Lake Street Advisors Group
New Hampshire
$6.28M -$5.31K -70 -0.1%
MWM
66
Mission Wealth Management
California
$6M +$400K +5,272 +7%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$5.93M +$1.02M +13,485 +21%
WI
68
WrapManager Inc
California
$5.75M -$428K -5,645 -7%
BHB
69
Bank Hapoalim BM
Israel
$5.62M -$6.07M -80,000 -52%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$5.47M +$1.31M +17,232 +31%
CJA
71
C-J Advisory
California
$5.27M +$203K +2,681 +4%
OBWP
72
O'Brien Wealth Partners
Massachusetts
$4.9M +$864K +11,116 +21%
Stifel Financial
73
Stifel Financial
Missouri
$4.69M -$1.98M -26,079 -30%
WWP
74
Waypoint Wealth Partners
California
$4.67M – – –
PI
75
PFS Investments
Georgia
$4.59M +$1.8M +23,772 +65%
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