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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
Bank of America
North Carolina
$1.12B
2
CFG
Citizens Financial Group
Rhode Island
$81.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$290M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$228M
5
PCA
Personal Capital Advisors
California
$361M

Top Sellers

1
Jane Street
Jane Street
New York
$7.68M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$924K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$20.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$7.42M
5
KFS
Kelly Financial Services
Massachusetts
$9.73K
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
151
Financial Architects (New Jersey)
New Jersey
$1.5M +$143K +1,824 +11%
GCA
152
Greenwood Capital Associates
South Carolina
$1.47M -$14.3K -183 -1%
HWA
153
Hilltop Wealth Advisors
North Carolina
$1.45M +$283K +3,605 +24%
GAM
154
Gould Asset Management
California
$1.39M +$51.3K +655 +4%
GT
155
Glenmede Trust
Pennsylvania
$1.38M +$1.38M +17,625 New
NYLIM
156
New York Life Investment Management
New York
$1.36M +$1.36M +17,334 New
CL
157
CPWM LLC
Washington
$1.35M +$154K +1,964 +13%
FAAM
158
First Ascent Asset Management
Colorado
$1.33M +$1.33M +16,985 New
EH
159
Equitable Holdings
New York
$1.32M +$169K +2,153 +15%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$1.32M +$934K +11,913 +244%
Cerity Partners
161
Cerity Partners
New York
$1.29M +$84.4K +1,077 +7%
SHWM
162
Silicon Hills Wealth Management
Texas
$1.29M -$228K -2,903 -15%
WT
163
Whittier Trust
California
$1.28M – – –
COCM
164
Charter Oak Capital Management
New Hampshire
$1.28M +$212K +2,708 +20%
KPWS
165
Kestra Private Wealth Services
Texas
$1.28M +$718K +9,167 +129%
Bank Julius Baer & Co
166
Bank Julius Baer & Co
Switzerland
$1.21M -$6.74K -86 -0.6%
DWT
167
Dorsey & Whitney Trust
South Dakota
$1.2M – – –
LNWWM
168
Laird Norton Wetherby Wealth Management
California
$1.2M +$1.25K +16 +0.1%
RJT
169
Raymond James Trust
Florida
$1.19M +$327K +4,177 +38%
DL
170
DOHJ LLC
Washington
$1.17M +$272K +3,358 +30%
MWM
171
Mascoma Wealth Management
New Hampshire
$1.16M +$68.2K +870 +6%
MI
172
Mercer Investments
Massachusetts
$1.15M – – –
SHJ
173
Sharkey, Howes & Javer
Colorado
$1.13M +$465K +5,927 +69%
FFBTD
174
First Financial Bank - Trust Division
Ohio
$1.13M -$2.98K -38 -0.3%
AWA
175
Alaska Wealth Advisors
Alaska
$1.13M -$10.7K -137 -0.9%
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7
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