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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

321 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.7%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
77
Increased
153
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$649M
2
PCA
2
Personal Capital Advisors
California
$215M
3
Morgan Stanley
3
Morgan Stanley
New York
$199M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$84.8M
5
Betterment LLC
5
Betterment LLC
New York
$111M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$12.4M
4
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$37.7M
5
BlackRock
5
BlackRock
New York
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
176
Orion Portfolio Solutions
Nebraska
$504K +$4.89K +67 +1%
JPMPWA
177
J.P. Morgan Private Wealth Advisors
California
$503K +$657 +9 +0.1%
MKA
178
M. Kulyk & Associates
Georgia
$497K +$497K +6,810 New
SWP
179
Stratos Wealth Partners
Ohio
$496K +$28.2K +386 +6%
Fisher Asset Management
180
Fisher Asset Management
Washington
$496K +$190K +2,604 +62%
LFA
181
Legacy Financial Advisors
Kentucky
$469K +$28.4K +389 +6%
MAM
182
Meeder Asset Management
Ohio
$467K – – –
CCA
183
Cobblestone Capital Advisors
New York
$461K +$116K +1,592 +34%
EH
184
Equitable Holdings
New York
$451K -$378K -5,174 -46%
CAN
185
Cetera Advisor Networks
California
$435K -$220K -3,014 -34%
FHA
186
First Horizon Advisors
Tennessee
$431K +$2.63K +36 +0.6%
AF
187
Affiance Financial
Minnesota
$427K +$155K +2,128 +57%
PWM
188
Perigon Wealth Management
California
$424K +$3.07K +42 +0.7%
PAG
189
Pinnacle Advisory Group
Maryland
$422K +$422K +5,776 New
BPA
190
Beacon Pointe Advisors
California
$408K +$104K +1,427 +34%
SDWMA
191
Schneider Downs Wealth Management Advisors
Pennsylvania
$394K -$302K -4,145 -43%
FRA
192
Frank Rimerman Advisors
California
$391K +$391K +5,356 New
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$389K -$1.79K -24 -0.5%
EGWAG
194
Elwood & Goetz Wealth Advisory Group
Georgia
$384K +$384K +5,257 New
RZH
195
Relyea Zuckerberg Hanson
Connecticut
$383K – – –
CB
196
Community Bank
New York
$378K -$2.92K -40 -0.8%
BB
197
Bell Bank
North Dakota
$376K +$376K +5,149 New
ADL
198
Asset Dedication LLC
California
$365K +$93.4K +1,271 +34%
PP
199
PDS Planning
Ohio
$360K -$14.6K -200 -4%
DT
200
Diversified Trust
Tennessee
$351K +$351K +4,800 New
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8
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