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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

67 hedge funds and large institutions have $70.6M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+17
Holders Change %
+34%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
27
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.98M
2
BlackRock
2
BlackRock
New York
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.98M
4
Bank of America
4
Bank of America
North Carolina
$4.09M
5
SEI Investments
5
SEI Investments
Pennsylvania
$1.98M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
Jane Street
2
Jane Street
New York
$0
3
PFO
3
Pathstone Family Office
New Jersey
$0
4
Wells Fargo
4
Wells Fargo
California
$0
5
SCA
5
Snowden Capital Advisors
New York
$679K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
26
Sage Advisory Services
Texas
$329K -$80.4K -1,196 -20%
NSIM
27
North Star Investment Management
Illinois
$323K +$323K +4,805 New
BCI
28
Brinker Capital Investments
Pennsylvania
$283K +$673 +10 +0.2%
V
29
Veritable
Delaware
$247K – – –
SFS
30
Sowell Financial Services
Arkansas
$245K +$245K +3,602 New
Ameriprise
31
Ameriprise
Minnesota
$226K +$226K +3,356 New
CJA
32
C-J Advisory
California
$209K +$209K +3,142 New
WT
33
Whittier Trust
California
$202K +$202K +3,000 New
CWM
34
Cabot Wealth Management
Massachusetts
$200K – – –
CA
35
Cornerstone Advisory
Maryland
$200K +$200K +2,970 New
SIAP
36
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$197K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$173K +$106K +1,566 +157%
WTC
38
WhitTier Trust Company
Nevada
$166K +$146K +2,160 +720%
AG
39
Advisor Group
Arizona
$159K +$15.1K +224 +10%
ASN
40
Advisory Services Network
Georgia
$132K +$132K +1,955 New
FHA
41
First Horizon Advisors
Tennessee
$125K +$125K +1,842 New
WF
42
WealthTrust Fairport
Ohio
$112K +$112K +1,666 New
GWM
43
Geneos Wealth Management
Colorado
$110K +$4.02K +60 +4%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$81K – – –
LFA
45
Legacy Financial Advisors
Kentucky
$76K +$3.17K +47 +4%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$57K -$28K -419 -33%
FEG
47
Financial Enhancement Group
Indiana
$55K +$55K +811 New
SCA
48
Stuart Chaussee & Associates
California
$52K – – –
IFAM
49
Institutional & Family Asset Management
Colorado
$52K +$52K +772 New
TFS
50
TrustCore Financial Services
Tennessee
$36K +$5.33K +80 +17%
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