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

Top Sellers

1
Jane Street
Jane Street
New York
$7.68M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$924K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$20.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$7.42M
5
KFS
Kelly Financial Services
Massachusetts
$9.73K
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
201
Austin Private Wealth
Texas
$767K +$336K +4,292 +78%
CWP
202
Concord Wealth Partners
Virginia
$755K +$351K +4,483 +87%
FA
203
Fiducient Advisors
Illinois
$748K – – –
SWM
204
SigFig Wealth Management
California
$744K +$379K +4,829 +104%
NEGWA
205
New England Guild Wealth Advisors
Connecticut
$741K – – –
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$737K +$79.5K +985 +12%
CCM
207
Coldstream Capital Management
Washington
$734K +$78 +1 +0%
V
208
Veritable
Delaware
$717K -$5.1K -65 -0.7%
CAN
209
Cetera Advisor Networks
California
$716K -$196K -2,504 -22%
GW
210
GW & Wade
Massachusetts
$712K +$204K +2,598 +40%
NCM
211
Neumann Capital Management
California
$706K +$76.8K +980 +12%
RW
212
REDW Wealth
New Mexico
$699K – – –
BCI
213
Brinker Capital Investments
Pennsylvania
$698K +$26.5K +337 +4%
SWM
214
Spire Wealth Management
Virginia
$696K +$248K +3,087 +55%
SCA
215
Snowden Capital Advisors
New York
$694K +$165K +2,100 +31%
TWM
216
Tradition Wealth Management
Minnesota
$689K -$2.35K -30 -0.3%
AWM
217
AE Wealth Management
Kansas
$671K +$341K +4,351 +103%
FHB
218
First Hawaiian Bank
Hawaii
$666K +$83.9K +1,070 +14%
SIC
219
Sigma Investment Counselors
Michigan
$652K – – –
MCWS
220
McKinley Carter Wealth Services
West Virginia
$652K +$145K +1,850 +29%
RIA
221
Regal Investment Advisors
Michigan
$643K +$236K +3,005 +58%
GWA
222
GGM Wealth Advisors
Maryland
$641K -$1.61K -20 -0.3%
BPA
223
Beacon Pointe Advisors
California
$632K +$210K +2,685 +50%
VHAM
224
Van Hulzen Asset Management
California
$628K +$97.1K +1,239 +18%
GIA
225
Goodwin Investment Advisory
Georgia
$616K +$461K +5,891 +298%
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