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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 %
Franklin Resources
76
Franklin Resources
California
$4.51M +$577K +7,602 +15%
SHGA
77
Sand Hill Global Advisors
California
$4.35M +$559K +7,370 +15%
MWM
78
Merriman Wealth Management
Washington
$4.28M +$9.87K +130 +0.2%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$4.19M +$247K +3,254 +6%
SPIA
80
Steward Partners Investment Advisory
New York
$4.09M +$305K +4,019 +8%
BWM
81
Baystate Wealth Management
Massachusetts
$4.07M +$465K +6,126 +13%
SR
82
Swiss Re
Switzerland
$4.06M +$4.06M +53,490 New
GCA
83
Greenwood Capital Associates
South Carolina
$3.78M -$1.24M -16,343 -25%
SFS
84
Sowell Financial Services
Arkansas
$3.68M +$2.43M +30,533 +196%
LWP
85
Laurel Wealth Planning
Minnesota
$3.54M -$282K -3,712 -7%
TA
86
Tiedemann Advisors
New York
$3.34M +$318K +4,188 +11%
LGWM
87
Litman Gregory Wealth Management
California
$3.3M +$1.39M +18,358 +73%
BWM
88
BigSur Wealth Management
Florida
$3.26M – – –
BWP
89
BSW Wealth Partners
Colorado
$3.06M – – –
PG
90
Prostatis Group
Maryland
$3.05M +$3.05M +40,225 New
CIAS
91
Capital Investment Advisory Services
North Carolina
$3.03M +$1.25M +16,458 +70%
Renaissance Technologies
92
Renaissance Technologies
New York
$2.76M +$1.78M +23,424 +182%
ACA
93
Affinity Capital Advisors
California
$2.66M +$413K +5,439 +18%
FA
94
Financial Advisors
Massachusetts
$2.62M +$232K +3,051 +10%
5L
95
55I LLC
Massachusetts
$2.62M +$1.26M +16,602 +93%
MG
96
Mather Group
Illinois
$2.51M +$281K +3,703 +13%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$2.48M +$1.43M +18,833 +136%
TWM
98
TriaGen Wealth Management
California
$2.46M +$93.1K +1,227 +4%
AC
99
Apella Capital
Connecticut
$2.05M +$1.05M +13,773 +104%
FI
100
Financial Insights
Washington
$1.99M +$124K +1,636 +7%
2 3
4
5 6