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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
1
Bank of America
North Carolina
$996M
2
PCA
2
Personal Capital Advisors
California
$325M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$216M
4
Macquarie Group
4
Macquarie Group
Australia
$41.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$164M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$21.3M
2
Creative Planning
2
Creative Planning
Kansas
$7.6M
3
GCA
3
Greenwood Capital Associates
South Carolina
$1.49M
4
RCS
4
Retirement Capital Strategies
California
$0
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
176
Citizens Financial Group
Rhode Island
$825K +$66.3K +839 +9%
MM
177
Main Management
California
$822K – – –
KP
178
Keel Point
Alabama
$790K -$70.6K -893 -8%
KAS
179
Kestra Advisory Services
Texas
$784K +$262K +3,316 +50%
FA
180
Fiducient Advisors
Illinois
$754K +$9.72K +123 +1%
CGL
181
Clarius Group LLC
Washington
$752K +$24.4K +309 +3%
NEGWA
182
New England Guild Wealth Advisors
Connecticut
$747K -$317K -4,007 -30%
CCM
183
Coldstream Capital Management
Washington
$740K +$740K +9,366 New
QCM
184
Quest Capital Management
Texas
$736K -$869 -11 -0.1%
V
185
Veritable
Delaware
$728K – – –
RW
186
REDW Wealth
New Mexico
$705K – – –
TWM
187
Tradition Wealth Management
Minnesota
$697K -$64.3K -813 -8%
KFS
188
Kelly Financial Services
Massachusetts
$688K +$687K +54,316 +66,239%
JFGLC
189
Johnson Financial Group LLC (Colorado)
Colorado
$679K -$179K -2,265 -21%
OPS
190
Orion Portfolio Solutions
Nebraska
$677K +$104K +1,316 +18%
SWG
191
Summit Wealth Group
Vermont
$677K +$492K +6,231 +266%
SHJ
192
Sharkey, Howes & Javer
Colorado
$675K +$139K +1,758 +26%
BCI
193
Brinker Capital Investments
Pennsylvania
$674K +$105K +1,329 +18%
SIC
194
Sigma Investment Counselors
Michigan
$658K -$3.16K -40 -0.5%
G
195
GenTrust
Florida
$647K +$44.7K +566 +7%
WA
196
Wealth Alliance
New York
$647K +$647K +8,184 New
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$644K +$58.5K +740 +10%
NCM
198
Neumann Capital Management
California
$635K +$90.1K +1,140 +17%
CT
199
Cambridge Trust
Massachusetts
$633K -$471K -5,965 -43%
GWA
200
GGM Wealth Advisors
Maryland
$626K +$1.57K +20 +0.3%
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8
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