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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 %
AWM
176
Axxcess Wealth Management
California
$1.43M +$1.43M +17,949 New
AWA
177
Alaska Wealth Advisors
Alaska
$1.42M +$273K +3,439 +24%
GT
178
Glenmede Trust
Pennsylvania
$1.4M – – –
CL
179
CPWM LLC
Washington
$1.35M – – –
BOPW
180
Brandywine Oak Private Wealth
Pennsylvania
$1.34M +$499K +6,277 +59%
COCM
181
Charter Oak Capital Management
New Hampshire
$1.31M +$9.29K +117 +0.7%
FWI
182
Facet Wealth Inc
Maryland
$1.28M +$1.28M +16,116 New
CWP
183
Concord Wealth Partners
Virginia
$1.28M +$512K +6,440 +67%
Fisher Asset Management
184
Fisher Asset Management
Washington
$1.22M +$158K +1,984 +15%
DWT
185
Dorsey & Whitney Trust
South Dakota
$1.22M – – –
FHA
186
First Horizon Advisors
Tennessee
$1.22M +$104K +1,305 +9%
UB
187
UMB Bank
Missouri
$1.21M +$1.21M +15,265 New
RJT
188
Raymond James Trust
Florida
$1.2M -$2.54K -32 -0.2%
FFBTD
189
First Financial Bank - Trust Division
Ohio
$1.17M +$17.1K +215 +1%
AWM
190
AE Wealth Management
Kansas
$1.17M +$484K +6,093 +71%
HHGA
191
Halbert Hargrove Global Advisors
California
$1.16M -$931K -11,718 -44%
MI
192
Mercer Investments
Massachusetts
$1.16M – – –
Mariner
193
Mariner
Kansas
$1.16M +$1.16M +14,606 New
WL
194
WIT LLC
District of Columbia
$1.15M +$19.7K +248 +2%
WT
195
Whittier Trust
California
$1.12M -$177K -2,227 -14%
WA
196
Wealth Architects
California
$1.12M +$1.12M +14,126 New
DL
197
DOHJ LLC
Washington
$1.12M -$31.5K -396 -3%
FCBT
198
First Citizens Bank & Trust
North Carolina
$1.1M +$1.1M +13,852 New
PAG
199
Private Advisor Group
New Jersey
$1.07M +$89.8K +1,130 +9%
HWM
200
HB Wealth Management
Georgia
$1.07M +$1.07M +13,482 New
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