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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 %
BOPW
201
Brandywine Oak Private Wealth
Pennsylvania
$614K +$198K +2,504 +47%
FHA
202
First Horizon Advisors
Tennessee
$598K +$79.3K +1,005 +15%
CA
203
CGN Advisors
Kansas
$595K +$11.9K +150 +2%
KLI
204
Kelman-Lazarov Inc
Tennessee
$593K +$78.5K +992 +15%
FHB
205
First Hawaiian Bank
Hawaii
$587K +$30.3K +383 +5%
IFAM
206
Institutional & Family Asset Management
Colorado
$578K +$18.3K +232 +3%
WCFA
207
Walkner Condon Financial Advisors
Wisconsin
$575K -$4.27K -54 -0.7%
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$567K – – –
KPWS
209
Kestra Private Wealth Services
Texas
$561K +$561K +7,104 New
SWP
210
Stratos Wealth Partners
Ohio
$556K +$3.55K +45 +0.6%
CCA
211
Cobblestone Capital Advisors
New York
$555K +$15.2K +192 +3%
MBT
212
Montecito Bank & Trust
California
$540K – – –
AF
213
Affiance Financial
Minnesota
$535K +$32.2K +407 +6%
VHAM
214
Van Hulzen Asset Management
California
$535K +$49.3K +624 +10%
SCA
215
Snowden Capital Advisors
New York
$533K +$49.6K +627 +10%
B
216
Bailard
California
$521K – – –
CG
217
Colony Group
Massachusetts
$518K – – –
GW
218
GW & Wade
Massachusetts
$512K +$85.6K +1,084 +20%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$511K +$258K +3,263 +102%
OBWG
220
Onyx Bridge Wealth Group
New York
$505K +$207K +2,644 +70%
MAM
221
Meeder Asset Management
Ohio
$488K +$20.8K +264 +4%
ST
222
Sentinel Trust
Texas
$487K -$2.92K -37 -0.6%
OCM
223
One Capital Management
California
$483K +$86K +1,090 +22%
ACA
224
Atlas Capital Advisors
Wyoming
$483K +$632 +8 +0.1%
CIBC World Market
225
CIBC World Market
Ontario, Canada
$475K +$475K +6,010 New
7 8
9
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