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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
Bank of America
North Carolina
$996M
2
PCA
Personal Capital Advisors
California
$325M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$216M
4
Macquarie Group
Macquarie Group
Australia
$41.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$164M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.3M
2
Creative Planning
Creative Planning
Kansas
$7.6M
3
GCA
Greenwood Capital Associates
South Carolina
$1.49M
4
RCS
Retirement Capital Strategies
California
$0
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
151
Hilltop Wealth Advisors
North Carolina
$1.18M +$269K +3,399 +29%
EH
152
Equitable Holdings
New York
$1.17M +$143K +1,812 +14%
Truist Financial
153
Truist Financial
North Carolina
$1.16M +$470K +5,946 +68%
MI
154
Mercer Investments
Massachusetts
$1.16M +$1.16M +14,616 New
AWA
155
Alaska Wealth Advisors
Alaska
$1.15M +$194K +2,458 +20%
FFBTD
156
First Financial Bank - Trust Division
Ohio
$1.15M -$4.35K -55 -0.4%
WL
157
WIT LLC
District of Columbia
$1.12M +$1.12M +14,200 New
MWM
158
Mascoma Wealth Management
New Hampshire
$1.1M +$143K +1,811 +15%
SB
159
Simmons Bank
Arkansas
$1.1M +$1.1M +13,874 New
COCM
160
Charter Oak Capital Management
New Hampshire
$1.08M +$106K +1,347 +11%
Prudential Financial
161
Prudential Financial
New Jersey
$1.07M +$320K +4,046 +43%
IWC
162
Integrated Wealth Concepts
Massachusetts
$1.06M +$107K +1,356 +11%
HB
163
Homrich & Berg
Georgia
$980K +$237K +3,003 +32%
FC
164
Fulcrum Capital
Washington
$975K +$374K +4,737 +62%
Fisher Asset Management
165
Fisher Asset Management
Washington
$973K +$193K +2,442 +25%
CTA
166
Chesley Taft & Associates
Illinois
$960K -$79K -1,000 -8%
PAG
167
Private Advisor Group
New Jersey
$943K +$7.83K +99 +0.8%
CAN
168
Cetera Advisor Networks
California
$919K +$362K +4,587 +65%
BMD
169
Better Money Decisions
New Mexico
$917K +$385K +4,869 +72%
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$908K -$7.35K -93 -0.8%
VC
171
Vicus Capital
Pennsylvania
$891K +$82.3K +1,041 +10%
DL
172
DOHJ LLC
Washington
$877K +$239K +3,023 +37%
RJT
173
Raymond James Trust
Florida
$865K +$48.1K +609 +6%
Deutsche Bank
174
Deutsche Bank
Germany
$846K -$19.7K -249 -2%
EFSCE
175
Enterprise Financial Services Corp (EFSC)
Missouri
$833K -$132K -1,665 -14%
5 6
7
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