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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

416 hedge funds and large institutions have $5.28B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 249 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+35
Holders Change %
+9.19%
% of All Funds
7.31%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
47
Increased
249
Reduced
55
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.12B
2
CFG
2
Citizens Financial Group
Rhode Island
$81.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$290M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$228M
5
PCA
5
Personal Capital Advisors
California
$361M

Top Sellers

1
Jane Street
1
Jane Street
New York
$7.68M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$924K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$20.5M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$7.42M
5
KFS
5
Kelly Financial Services
Massachusetts
$9.73K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$6.19M +$1.08M +13,730 +21%
Stifel Financial
77
Stifel Financial
Missouri
$5.96M +$770K +9,824 +15%
OBWP
78
O'Brien Wealth Partners
Massachusetts
$5.87M +$655K +8,374 +13%
BHB
79
Bank Hapoalim BM
Israel
$5.8M – – –
WI
80
WrapManager Inc
California
$5.72M -$226K -2,884 -4%
CJA
81
C-J Advisory
California
$5.62M +$470 +6 +0%
PG
82
Prostatis Group
Maryland
$5.04M +$795K +10,138 +19%
LWP
83
Laurel Wealth Planning
Minnesota
$4.87M +$729K +9,302 +18%
SHGA
84
Sand Hill Global Advisors
California
$4.76M +$120K +1,535 +3%
WWP
85
Waypoint Wealth Partners
California
$4.74M -$42.3K -540 -0.9%
Franklin Resources
86
Franklin Resources
California
$4.62M -$55.1K -703 -1%
Citadel Advisors
87
Citadel Advisors
Florida
$4.61M +$4.61M +58,860 New
MWM
88
Merriman Wealth Management
Washington
$4.41M – – –
SR
89
Swiss Re
Switzerland
$4.19M – – –
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$4.01M +$2.77M +35,396 +225%
BWM
91
Baystate Wealth Management
Massachusetts
$3.96M -$630K -8,033 -14%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$3.73M +$3.73M +47,644 New
LGWM
93
Litman Gregory Wealth Management
California
$3.67M +$3.4M +43,390 +1,261%
MG
94
Mather Group
Illinois
$3.64M +$690K +8,805 +23%
CIAS
95
Capital Investment Advisory Services
North Carolina
$3.61M +$312K +3,980 +9%
FA
96
Financial Advisors
Massachusetts
$3.5M +$436K +5,567 +14%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$3.45M +$339K +4,323 +11%
TA
98
Tiedemann Advisors
New York
$3.4M -$197K -2,517 -5%
BWM
99
BigSur Wealth Management
Florida
$3.37M – – –
BCM
100
Brookstone Capital Management
Illinois
$3.28M +$319K +4,039 +11%
2 3
4
5 6