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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

381 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
39
Increased
244
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$996M
2
PCA
2
Personal Capital Advisors
California
$325M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$216M
4
Macquarie Group
4
Macquarie Group
Australia
$41.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$164M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$21.3M
2
Creative Planning
2
Creative Planning
Kansas
$7.6M
3
GCA
3
Greenwood Capital Associates
South Carolina
$1.49M
4
RCS
4
Retirement Capital Strategies
California
$0
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWP
76
O'Brien Wealth Partners
Massachusetts
$5.32M +$291K +3,643 +6%
Stifel Financial
77
Stifel Financial
Missouri
$5.23M +$352K +4,452 +7%
SPIA
78
Steward Partners Investment Advisory
New York
$5.15M +$896K +11,332 +21%
WWP
79
Waypoint Wealth Partners
California
$4.82M -$36.4K -460 -0.7%
5L
80
55I LLC
Massachusetts
$4.76M +$2.03M +25,717 +75%
Franklin Resources
81
Franklin Resources
California
$4.72M +$25.2K +319 +0.5%
SHGA
82
Sand Hill Global Advisors
California
$4.68M +$148K +1,876 +3%
BWM
83
Baystate Wealth Management
Massachusetts
$4.63M +$391K +4,949 +9%
MWM
84
Merriman Wealth Management
Washington
$4.44M -$10.3K -130 -0.2%
PG
85
Prostatis Group
Maryland
$4.28M +$1.1M +13,949 +35%
SR
86
Swiss Re
Switzerland
$4.23M – – –
LWP
87
Laurel Wealth Planning
Minnesota
$4.18M +$488K +6,178 +13%
SFS
88
Sowell Financial Services
Arkansas
$3.74M +$96.8K +1,225 +3%
TA
89
Tiedemann Advisors
New York
$3.62M +$151K +1,910 +4%
BWM
90
BigSur Wealth Management
Florida
$3.4M – – –
CIAS
91
Capital Investment Advisory Services
North Carolina
$3.32M +$166K +2,100 +5%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$3.13M +$553K +7,001 +21%
FA
93
Financial Advisors
Massachusetts
$3.09M +$358K +4,532 +13%
ACA
94
Affinity Capital Advisors
California
$3.04M +$262K +3,314 +9%
BCM
95
Brookstone Capital Management
Illinois
$2.99M +$1.23M +15,387 +69%
MG
96
Mather Group
Illinois
$2.97M +$364K +4,605 +14%
GC
97
Garde Capital
Washington
$2.92M +$994K +12,577 +52%
BWP
98
BSW Wealth Partners
Colorado
$2.75M -$435K -5,500 -14%
AC
99
Apella Capital
Connecticut
$2.75M +$614K +7,773 +29%
TWM
100
TriaGen Wealth Management
California
$2.61M +$29.4K +369 +1%
2 3
4
5 6