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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

215 hedge funds and large institutions have $1.17B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 35 reducing their positions, and 27 closing their positions.

Holders
215
Holders Change
+15
Holders Change %
+7.5%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
107
Reduced
35
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$266M
2
Morgan Stanley
2
Morgan Stanley
New York
$112M
3
Northern Trust
3
Northern Trust
Illinois
$38.5M
4
Betterment LLC
4
Betterment LLC
New York
$36.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$36.4M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$20.1M
2
Jane Street
2
Jane Street
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$5.52M
4
Creative Planning
4
Creative Planning
Kansas
$5.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
226
Colony Group
Massachusetts
– -$321K -4,670 Closed
HA
227
Harborview Advisors
Maine
– -$270K -3,930 Closed
FWM
228
Frontier Wealth Management
Missouri
– -$268K -3,904 Closed
RCS
229
Retirement Capital Strategies
California
– -$265K -3,849 Closed
SAG
230
Spotlight Asset Group
Illinois
– -$200K -3,632 Closed
JPMPWA
231
J.P. Morgan Private Wealth Advisors
California
– -$239K -3,472 Closed
BBNA
232
Bremer Bank National Association
Minnesota
– -$232K -3,371 Closed
AC
233
Arjuna Capital
North Carolina
– -$230K -3,351 Closed
CAM
234
Cresset Asset Management
Illinois
– -$217K -3,152 Closed
UCFA
235
United Capital Financial Advisors
Texas
– -$215K -3,122 Closed
GC
236
Grimes & Company
Massachusetts
– -$210K -3,062 Closed
NEPPG
237
New England Professional Planning Group
Rhode Island
– -$203K -2,955 Closed
IFWM
238
Institute for Wealth Management
Colorado
– -$58K -845 Closed
AF
239
Allworth Financial
California
– -$11K -167 Closed
Fidelity Investments
240
Fidelity Investments
Massachusetts
– -$6K -89 Closed
HIA
241
Harbor Investment Advisory
Maryland
– -$6K -87 Closed
PWMG
242
Prestige Wealth Management Group
New Jersey
– -$3K -50 Closed
CFA
243
Carroll Financial Associates
North Carolina
– -$1K -16 Closed
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