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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

369 hedge funds and large institutions have $3.84B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 211 increasing their positions, 42 reducing their positions, and 14 closing their positions.

Holders
369
Holders Change
+48
Holders Change %
+14.95%
% of All Funds
6.5%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
67
Increased
211
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$830M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$166M
3
PCA
3
Personal Capital Advisors
California
$266M
4
PPW
4
Parcion Private Wealth
Washington
$34.6M
5
Betterment LLC
5
Betterment LLC
New York
$149M

Top Sellers

1
KeyBank National Association
1
KeyBank National Association
Ohio
$11.3M
2
BHB
2
Bank Hapoalim BM
Israel
$5.62M
3
Wells Fargo
3
Wells Fargo
California
$55.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.69M
5
GCA
5
Greenwood Capital Associates
South Carolina
$3.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$830M 10,939,636 +2,056,185 +23%
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$271M 3,569,242 +416,884 +13%
PCA
3
Personal Capital Advisors
California
$266M 3,504,747 +558,474 +19%
Morgan Stanley
4
Morgan Stanley
New York
$221M 2,916,999 +192,422 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$166M 2,187,166 +869,079 +66%
BlackRock
6
BlackRock
New York
$161M 2,123,177 +13,608 +0.6%
Betterment LLC
7
Betterment LLC
New York
$149M 1,960,330 +439,163 +29%
Northern Trust
8
Northern Trust
Illinois
$149M 1,957,950 +236,107 +14%
UBS Group
9
UBS Group
Switzerland
$149M 1,957,703 +343,736 +21%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$121M 1,591,128 +430,470 +37%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$95.5M 1,257,686 +164,399 +15%
ST
12
Spinnaker Trust
Maine
$73.7M 971,042 +17,080 +2%
Goldman Sachs
13
Goldman Sachs
New York
$56.8M 747,989 +142,274 +23%
Wells Fargo
14
Wells Fargo
California
$55.5M 731,089 -54,749 -7%
Ameriprise
15
Ameriprise
Minnesota
$51.1M 672,330 +109,041 +19%
FLPIM
16
F.L. Putnam Investment Management
Massachusetts
$38.9M 512,719 -4,113 -0.8%
PPW
17
Parcion Private Wealth
Washington
$34.6M 455,530 +455,530 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$30.2M 398,175 +62,651 +19%
EI
19
Ellevest Inc
New York
$26.8M 353,699 +55,277 +19%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$26.5M 349,384 +10,874 +3%
LPL Financial
21
LPL Financial
California
$24.9M 328,056 +59,470 +22%
EWA
22
EP Wealth Advisors
California
$24.6M 324,628 +27,906 +9%
RW
23
RVW Wealth
California
$23M 302,753 +106,428 +54%
PO
24
Private Ocean
California
$22.2M 292,847 +50,453 +21%
HNW
25
High Note Wealth
Minnesota
$21.9M 287,927 +2,137 +0.7%
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