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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 %
CGL
151
Clarius Group LLC
Washington
$1.79M +$675K +8,492 +60%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$1.79M +$457K +5,747 +34%
MWM
153
Mascoma Wealth Management
New Hampshire
$1.79M +$607K +7,635 +51%
SAS
154
Sage Advisory Services
Texas
$1.78M +$229K +2,886 +15%
LNWWM
155
Laird Norton Wetherby Wealth Management
California
$1.78M +$558K +7,017 +46%
LNC
156
Lincoln National Corp
Pennsylvania
$1.77M +$36.4K +458 +2%
QCM
157
Quest Capital Management
Texas
$1.74M +$625K +7,865 +56%
PHIC
158
Pine Haven Investment Counsel
Massachusetts
$1.74M +$1.74M +21,843 New
HWA
159
Hilltop Wealth Advisors
North Carolina
$1.73M +$254K +3,195 +17%
EH
160
Equitable Holdings
New York
$1.72M +$378K +4,759 +28%
Cerity Partners
161
Cerity Partners
New York
$1.7M +$387K +4,874 +30%
VC
162
Vicus Capital
Pennsylvania
$1.67M +$673K +8,659 +68%
KPWS
163
Kestra Private Wealth Services
Texas
$1.66M +$362K +4,557 +28%
GAM
164
Gould Asset Management
California
$1.65M +$236K +2,970 +17%
OCM
165
One Capital Management
California
$1.64M +$92.1K +1,159 +6%
IWC
166
Integrated Wealth Concepts
Massachusetts
$1.58M +$472K +5,934 +43%
NA
167
NewEdge Advisors
Louisiana
$1.57M +$1.05M +13,184 +200%
RFA
168
RTD Financial Advisors
Pennsylvania
$1.55M +$1.55M +19,447 New
CWM
169
Connecticut Wealth Management
Connecticut
$1.54M +$19.6K +247 +1%
OBWG
170
Onyx Bridge Wealth Group
New York
$1.53M +$444K +5,551 +41%
FANJ
171
Financial Architects (New Jersey)
New Jersey
$1.52M +$5.48K +69 +0.4%
GCA
172
Greenwood Capital Associates
South Carolina
$1.52M +$31.9K +401 +2%
EGWAG
173
Elwood & Goetz Wealth Advisory Group
Georgia
$1.5M -$35.4K -445 -2%
NYLIM
174
New York Life Investment Management
New York
$1.5M +$118K +1,484 +9%
BF
175
Brooklyn FI
New York
$1.43M +$1.43M +18,005 New
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