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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.

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 %
P
101
Pitcairn
Pennsylvania
$1.95M +$218K +2,878 +13%
FFG
102
Frisch Financial Group
New York
$1.94M +$37.3K +492 +2%
PPA
103
Parametric Portfolio Associates
Washington
$1.91M +$1.91M +25,125 New
GC
104
Garde Capital
Washington
$1.85M +$752K +9,907 +69%
PL
105
Plancorp LLC
Missouri
$1.82M +$1.82M +24,008 New
PA
106
Parkside Advisors
California
$1.8M +$319K +4,196 +21%
BEC
107
Blue Edge Capital
Virginia
$1.79M +$272K +3,586 +18%
NAM
108
North American Management
Massachusetts
$1.77M +$70.9K +934 +4%
SBSB
109
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.77M +$265K +3,485 +18%
AI
110
Accredited Investors
Minnesota
$1.73M -$8.27K -109 -0.5%
HHGA
111
Halbert Hargrove Global Advisors
California
$1.69M +$144K +1,893 +9%
BCM
112
Brookstone Capital Management
Illinois
$1.68M +$700K +9,230 +71%
PWLP
113
Prio Wealth Limited Partnership
Massachusetts
$1.67M +$14.4K +190 +0.9%
TC
114
Trilogy Capital
California
$1.65M +$618K +8,136 +60%
LNC
115
Lincoln National Corp
Pennsylvania
$1.57M +$114K +1,502 +8%
QCG
116
Quadrant Capital Group
Ohio
$1.56M +$12.1K +159 +0.8%
BFG
117
Baron Financial Group
New Jersey
$1.55M +$314K +4,135 +25%
RF
118
RHS Financial
California
$1.55M +$134K +1,769 +9%
WLIM
119
White Lighthouse Investment Management
Massachusetts
$1.51M +$43.6K +575 +3%
CWM
120
Cranbrook Wealth Management
Michigan
$1.51M +$213K +2,807 +16%
HA
121
Harborview Advisors
Maine
$1.5M +$56.8K +749 +4%
SAS
122
Sage Advisory Services
Texas
$1.49M -$304 -4 -0%
JFA
123
JNBA Financial Advisors
Minnesota
$1.48M +$473K +6,237 +47%
SC
124
Savant Capital
Illinois
$1.45M +$1.52K +20 +0.1%
WP
125
WealthSource Partners
California
$1.37M +$740K +9,741 +117%
3 4
5
6 7