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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

495 hedge funds and large institutions have $5.99B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 270 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+79
Holders Change %
+18.99%
% of All Funds
7.64%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
101
Increased
270
Reduced
53
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$276M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$164M
4
PCA
Personal Capital Advisors
California
$404M
5
Morgan Stanley
Morgan Stanley
New York
$330M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.3M
2
Macquarie Group
Macquarie Group
Australia
$25.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$11.7M
4
FTUS
Flow Traders U.S.
New York
$8.94M
5
Jane Street
Jane Street
New York
$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
126
Financial Insights
Washington
$2.44M +$69.5K +875 +3%
AI
127
Accredited Investors
Minnesota
$2.42M +$232K +2,914 +11%
DAS
128
Dynamic Advisor Solutions
Arizona
$2.42M +$445K +5,602 +23%
TC
129
Trilogy Capital
California
$2.38M +$78.1K +983 +3%
FFG
130
Frisch Financial Group
New York
$2.27M +$185K +2,331 +9%
ASN
131
Advisory Services Network
Georgia
$2.23M +$613K +7,708 +38%
BFG
132
Baron Financial Group
New Jersey
$2.18M +$154K +1,940 +8%
PWM
133
Perigon Wealth Management
California
$2.17M +$92.2K +1,161 +4%
P
134
Pitcairn
Pennsylvania
$2.17M +$151K +1,900 +7%
SWG
135
Summit Wealth Group
Vermont
$2.16M +$1.23M +15,449 +131%
FAAM
136
First Ascent Asset Management
Colorado
$2.15M +$802K +10,092 +59%
VCM
137
Vision Capital Management
Oregon
$2.14M +$310K +3,897 +17%
MCWS
138
McKinley Carter Wealth Services
West Virginia
$2.1M +$1.44M +18,085 +218%
RF
139
RHS Financial
California
$2.09M +$360K +4,536 +21%
Bank Julius Baer & Co
140
Bank Julius Baer & Co
Switzerland
$2.09M +$862K +10,846 +70%
SC
141
Savant Capital
Illinois
$1.98M +$435K +5,480 +28%
DT
142
Diversified Trust
Tennessee
$1.94M +$222K +2,795 +13%
WLIM
143
White Lighthouse Investment Management
Massachusetts
$1.94M +$93.4K +1,175 +5%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$1.93M +$993K +12,495 +106%
SB
145
Simmons Bank
Arkansas
$1.93M – – –
HGWM
146
Horst & Graben Wealth Management
Oregon
$1.93M +$33.2K +418 +2%
CWM
147
Cranbrook Wealth Management
Michigan
$1.92M +$106K +1,329 +6%
LRWA
148
Long Run Wealth Advisors
New York
$1.87M +$1.87M +23,558 New
PWLP
149
Prio Wealth Limited Partnership
Massachusetts
$1.85M – – –
CT
150
Cambridge Trust
Massachusetts
$1.84M +$176K +2,209 +11%
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6
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