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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 %
BFG
126
Baron Financial Group
New Jersey
$2M +$146K +1,860 +8%
P
127
Pitcairn
Pennsylvania
$1.99M -$73.8K -942 -4%
HA
128
Harborview Advisors
Maine
$1.99M +$131K +1,668 +7%
DAS
129
Dynamic Advisor Solutions
Arizona
$1.95M +$336K +4,291 +21%
SB
130
Simmons Bank
Arkansas
$1.9M +$814K +10,379 +75%
WB
131
WesBanco Bank
West Virginia
$1.89M +$697K +8,889 +58%
HGWM
132
Horst & Graben Wealth Management
Oregon
$1.87M +$585K +7,463 +46%
PWLP
133
Prio Wealth Limited Partnership
Massachusetts
$1.82M +$95.9K +1,224 +6%
WLIM
134
White Lighthouse Investment Management
Massachusetts
$1.82M +$151K +1,920 +9%
VCM
135
Vision Capital Management
Oregon
$1.81M +$332K +4,233 +23%
CWM
136
Cranbrook Wealth Management
Michigan
$1.79M +$62.6K +799 +4%
Renaissance Technologies
137
Renaissance Technologies
New York
$1.74M -$314K -4,000 -15%
LNC
138
Lincoln National Corp
Pennsylvania
$1.71M +$86.4K +1,102 +5%
RF
139
RHS Financial
California
$1.71M -$60.7K -775 -3%
DT
140
Diversified Trust
Tennessee
$1.69M +$305K +3,895 +22%
QCG
141
Quadrant Capital Group
Ohio
$1.69M +$27K +345 +2%
CT
142
Cambridge Trust
Massachusetts
$1.64M +$1.01M +12,924 +161%
ASN
143
Advisory Services Network
Georgia
$1.6M +$192K +2,443 +14%
GC
144
Grimes & Company
Massachusetts
$1.59M +$161K +2,051 +11%
SIM
145
Seaview Investment Managers
Florida
$1.55M +$1.55M +19,807 New
OCM
146
One Capital Management
California
$1.53M +$1.05M +13,415 +219%
SAS
147
Sage Advisory Services
Texas
$1.53M -$58.7K -749 -4%
SC
148
Savant Capital
Illinois
$1.52M +$35.2K +449 +2%
EGWAG
149
Elwood & Goetz Wealth Advisory Group
Georgia
$1.51M +$328K +4,183 +28%
CWM
150
Connecticut Wealth Management
Connecticut
$1.5M – – –
4 5
6
7 8