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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.

New
Increased
Maintained
Reduced
Closed
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 %
DAS
126
Dynamic Advisor Solutions
Arizona
$1.62M +$549K +6,950 +51%
OWA
127
One Wealth Advisors
California
$1.62M +$590K +7,467 +57%
SAS
128
Sage Advisory Services
Texas
$1.6M +$52.5K +664 +3%
SHWM
129
Silicon Hills Wealth Management
Texas
$1.53M +$395K +4,996 +35%
CWM
130
Connecticut Wealth Management
Connecticut
$1.51M +$1.51M +19,087 New
SC
131
Savant Capital
Illinois
$1.5M -$10.8K -136 -0.7%
GCA
132
Greenwood Capital Associates
South Carolina
$1.49M -$2.44M -30,850 -62%
VCM
133
Vision Capital Management
Oregon
$1.49M +$272K +3,448 +22%
AA
134
Alesco Advisors
New York
$1.48M +$49.4K +625 +3%
GC
135
Grimes & Company
Massachusetts
$1.44M +$283K +3,584 +24%
ASN
136
Advisory Services Network
Georgia
$1.42M +$416K +5,263 +42%
DT
137
Diversified Trust
Tennessee
$1.4M +$818K +10,350 +141%
FANJ
138
Financial Architects (New Jersey)
New Jersey
$1.36M +$217K +2,749 +19%
GAM
139
Gould Asset Management
California
$1.35M -$45.1K -570 -3%
WT
140
Whittier Trust
California
$1.29M +$1.5K +19 +0.1%
HGWM
141
Horst & Graben Wealth Management
Oregon
$1.29M +$178K +2,254 +16%
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$1.24M +$686K +8,675 +123%
Bank Julius Baer & Co
143
Bank Julius Baer & Co
Switzerland
$1.23M +$107K +1,349 +10%
Cerity Partners
144
Cerity Partners
New York
$1.22M +$414K +5,235 +51%
DWT
145
Dorsey & Whitney Trust
South Dakota
$1.21M +$158K +2,000 +15%
LNWWM
146
Laird Norton Wetherby Wealth Management
California
$1.21M +$1.21M +15,325 New
CL
147
CPWM LLC
Washington
$1.21M – – –
WB
148
WesBanco Bank
West Virginia
$1.21M +$727K +9,205 +152%
EGWAG
149
Elwood & Goetz Wealth Advisory Group
Georgia
$1.19M +$476K +6,027 +67%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$1.18M +$401K +5,072 +51%
4 5
6
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