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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 %
RJA
76
Raymond James & Associates
Florida
$3.18M 43,537 +5,040 +13%
BWM
77
BigSur Wealth Management
Florida
$3.14M 43,000 +8,000 +23%
BWP
78
BSW Wealth Partners
Colorado
$2.95M 40,318 – –
TA
79
Tiedemann Advisors
New York
$2.9M 39,747 -5,047 -11%
PI
80
PFS Investments
Georgia
$2.74M 36,658 +10,358 +39%
FA
81
Financial Advisors
Massachusetts
$2.3M 31,513 +570 +2%
TWM
82
TriaGen Wealth Management
California
$2.28M 31,151 +31,151 New
ACA
83
Affinity Capital Advisors
California
$2.17M 29,662 +9,822 +50%
MG
84
Mather Group
Illinois
$2.14M 29,318 +21,913 +296%
M&T Bank
85
M&T Bank
New York
$1.98M 27,109 +20,402 +304%
SWM
86
SVA Wealth Management
Wisconsin
$1.92M 26,213 +3,572 +16%
LGWM
87
Litman Gregory Wealth Management
California
$1.84M 25,126 -390 -2%
FFG
88
Frisch Financial Group
New York
$1.83M 25,052 +2,068 +9%
FI
89
Financial Insights
Washington
$1.8M 24,626 +2,368 +11%
CIAS
90
Capital Investment Advisory Services
North Carolina
$1.72M 23,488 +18,083 +335%
AI
91
Accredited Investors
Minnesota
$1.67M 22,909 +3,749 +20%
P
92
Pitcairn
Pennsylvania
$1.67M 22,835 +532 +2%
NAM
93
North American Management
Massachusetts
$1.63M 22,350 -114 -0.5%
PWLP
94
Prio Wealth Limited Partnership
Massachusetts
$1.59M 21,830 +80 +0.4%
QCG
95
Quadrant Capital Group
Ohio
$1.49M 20,383 +99 +0.5%
HHGA
96
Halbert Hargrove Global Advisors
California
$1.49M 20,337 -25 -0.1%
Deutsche Bank
97
Deutsche Bank
Germany
$1.46M 20,025 +370 +2%
BEC
98
Blue Edge Capital
Virginia
$1.46M 19,967 +561 +3%
SBSB
99
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.45M 19,783 +5,669 +40%
SAS
100
Sage Advisory Services
Texas
$1.43M 19,564 -417 -2%
2 3
4
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