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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 %
PA
101
Parkside Advisors
California
$1.43M 19,517 +3,952 +25%
WLIM
102
White Lighthouse Investment Management
Massachusetts
$1.41M 19,356 -601 -3%
LNC
103
Lincoln National Corp
Pennsylvania
$1.4M 19,208 -311 -2%
SC
104
Savant Capital
Illinois
$1.39M 19,079 +269 +1%
HA
105
Harborview Advisors
Maine
$1.39M 19,033 +2,319 +14%
ASN
106
Advisory Services Network
Georgia
$1.37M 18,803 -3,279 -15%
AA
107
Alesco Advisors
New York
$1.37M 18,760 +730 +4%
RF
108
RHS Financial
California
$1.36M 18,623 -2,171 -10%
5L
109
55I LLC
Massachusetts
$1.3M 17,847 -1,601 -8%
GAM
110
Gould Asset Management
California
$1.28M 17,540 +3,140 +22%
CWM
111
Cranbrook Wealth Management
Michigan
$1.24M 17,016 +1,484 +10%
Bank Julius Baer & Co
112
Bank Julius Baer & Co
Switzerland
$1.2M 16,457 +2,977 +22%
SHWM
113
Silicon Hills Wealth Management
Texas
$1.19M 16,326 -111 -0.7%
BFG
114
Baron Financial Group
New Jersey
$1.19M 16,280 +565 +4%
SFS
115
Sowell Financial Services
Arkansas
$1.14M 15,613 +1,011 +7%
WT
116
Whittier Trust
California
$1.13M 15,409 +1,609 +12%
CL
117
CPWM LLC
Washington
$1.12M 15,300 +15,300 New
FANJ
118
Financial Architects (New Jersey)
New Jersey
$1.12M 15,292 +30 +0.2%
FFBTD
119
First Financial Bank - Trust Division
Ohio
$1.09M 14,887 +280 +2%
VCM
120
Vision Capital Management
Oregon
$1.07M 14,619 +426 +3%
GC
121
Garde Capital
Washington
$1.06M 14,462 +2,390 +20%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$1.01M 13,820 +6,290 +84%
BDFN
123
Bond & Devick Financial Network
Minnesota
$1M 13,747 +13,747 New
TC
124
Trilogy Capital
California
$997K 13,651 +5,106 +60%
GC
125
Grimes & Company
Massachusetts
$969K 13,262 +358 +3%
3 4
5
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