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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 %
AA
126
Alesco Advisors
New York
$1.37M -$54.3K -715 -4%
GAM
127
Gould Asset Management
California
$1.34M +$11K +145 +0.8%
RCS
128
Retirement Capital Strategies
California
$1.3M +$1.3M +17,093 New
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.25M +$1.25M +16,469 New
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M +$349K +4,595 +39%
WT
131
Whittier Trust
California
$1.24M +$71.4K +941 +6%
VCM
132
Vision Capital Management
Oregon
$1.17M +$56.3K +742 +5%
CL
133
CPWM LLC
Washington
$1.16M – – –
GC
134
Grimes & Company
Massachusetts
$1.11M +$107K +1,412 +11%
FFBTD
135
First Financial Bank - Trust Division
Ohio
$1.1M -$25.9K -341 -2%
FANJ
136
Financial Architects (New Jersey)
New Jersey
$1.1M -$59.8K -788 -5%
SHWM
137
Silicon Hills Wealth Management
Texas
$1.09M -$151K -1,986 -12%
Bank Julius Baer & Co
138
Bank Julius Baer & Co
Switzerland
$1.08M -$174K -2,293 -14%
HGWM
139
Horst & Graben Wealth Management
Oregon
$1.07M +$821K +10,819 +331%
CT
140
Cambridge Trust
Massachusetts
$1.06M +$1.06M +13,976 New
DAS
141
Dynamic Advisor Solutions
Arizona
$1.03M +$130K +1,717 +14%
CTA
142
Chesley Taft & Associates
Illinois
$1.03M – – –
NEGWA
143
New England Guild Wealth Advisors
Connecticut
$1.02M +$155K +2,047 +18%
DWT
144
Dorsey & Whitney Trust
South Dakota
$1.01M +$152K +2,000 +18%
OWA
145
One Wealth Advisors
California
$987K +$763K +10,054 +341%
EH
146
Equitable Holdings
New York
$981K +$512K +6,745 +109%
ASN
147
Advisory Services Network
Georgia
$960K -$467K -6,155 -33%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$934K +$66K +870 +8%
COCM
149
Charter Oak Capital Management
New Hampshire
$931K +$146K +1,926 +19%
EFSCE
150
Enterprise Financial Services Corp (EFSC)
Missouri
$926K +$274K +3,617 +42%
4 5
6
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