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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
1
Bank of America
North Carolina
$1.12B
2
CFG
2
Citizens Financial Group
Rhode Island
$81.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$290M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$228M
5
PCA
5
Personal Capital Advisors
California
$361M

Top Sellers

1
Jane Street
1
Jane Street
New York
$7.68M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$924K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$20.5M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$7.42M
5
KFS
5
Kelly Financial Services
Massachusetts
$9.73K
Name Holding Trade Value Shares
Change 		Shares
Change %
WL
176
WIT LLC
District of Columbia
$1.11M – – –
CGL
177
Clarius Group LLC
Washington
$1.1M +$356K +4,547 +48%
QCM
178
Quest Capital Management
Texas
$1.1M +$368K +4,694 +50%
FHA
179
First Horizon Advisors
Tennessee
$1.1M +$502K +6,412 +85%
IWC
180
Integrated Wealth Concepts
Massachusetts
$1.09M +$32.9K +420 +3%
OBWG
181
Onyx Bridge Wealth Group
New York
$1.08M +$567K +7,103 +110%
HB
182
Homrich & Berg
Georgia
$1.08M +$104K +1,333 +11%
Fisher Asset Management
183
Fisher Asset Management
Washington
$1.05M +$87.2K +1,113 +9%
BMD
184
Better Money Decisions
New Mexico
$1.03M +$125K +1,596 +14%
VC
185
Vicus Capital
Pennsylvania
$1M +$120K +1,536 +14%
FC
186
Fulcrum Capital
Washington
$977K +$10.2K +130 +1%
PAG
187
Private Advisor Group
New Jersey
$969K +$33.9K +433 +4%
CTA
188
Chesley Taft & Associates
Illinois
$952K – – –
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$941K +$40.1K +511 +4%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$924K -$25.1M -320,424 -96%
WA
191
Wealth Alliance
New York
$924K +$283K +3,607 +44%
SWG
192
Summit Wealth Group
Vermont
$923K +$251K +3,205 +37%
OPS
193
Orion Portfolio Solutions
Nebraska
$914K +$243K +3,099 +36%
Deutsche Bank
194
Deutsche Bank
Germany
$882K +$42.9K +547 +5%
MM
195
Main Management
California
$874K +$58.3K +743 +7%
PPA
196
Parametric Portfolio Associates
Washington
$870K -$1.1M -14,021 -56%
BOPW
197
Brandywine Oak Private Wealth
Pennsylvania
$847K +$224K +2,796 +36%
EFSCE
198
Enterprise Financial Services Corp (EFSC)
Missouri
$841K +$14.9K +190 +2%
G
199
GenTrust
Florida
$768K +$126K +1,610 +20%
KLI
200
Kelman-Lazarov Inc
Tennessee
$768K +$180K +2,298 +31%
6 7
8
9 10