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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

81 hedge funds and large institutions have $107M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
+14
Holders Change %
+20.9%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
36
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$9.1M
2
Bank of America
2
Bank of America
North Carolina
$8.4M
3
Jane Street
3
Jane Street
New York
$4.25M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.79M
5
UBS Group
5
UBS Group
Switzerland
$9.54M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
NSIM
2
North Star Investment Management
Illinois
$27K
3
CA
3
Cornerstone Advisory
Maryland
$0
4
CWM
4
Cabot Wealth Management
Massachusetts
$0
5
SCA
5
Snowden Capital Advisors
New York
$466K
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
26
Financial Architects (New Jersey)
New Jersey
$574K +$93.4K +1,434 +19%
DFIG
27
Dragon Financial & Investment Group
California
$532K +$532K +8,170 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$521K -$16.9K -260 -3%
MWM
29
Mission Wealth Management
California
$521K +$521K +8,000 New
ASN
30
Advisory Services Network
Georgia
$467K +$337K +5,046 +258%
SCA
31
Snowden Capital Advisors
New York
$466K -$191K -2,939 -29%
RCS
32
Retirement Capital Strategies
California
$421K +$421K +6,468 New
CWM
33
Cornerstone Wealth Management
Missouri
$418K +$418K +26,965 New
TCOV
34
Trust Company of Vermont
Vermont
$416K +$87.2K +1,340 +27%
WT
35
Whittier Trust
California
$391K +$196K +3,000 +100%
SAS
36
Sage Advisory Services
Texas
$359K +$40.5K +622 +13%
RC
37
RegentAtlantic Capital
New Jersey
$334K +$334K +5,133 New
ECM
38
ETrade Capital Management
Virginia
$332K +$332K +5,093 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$306K -$62.4K -959 -17%
SFS
40
Sowell Financial Services
Arkansas
$292K +$59.2K +915 +25%
BCI
41
Brinker Capital Investments
Pennsylvania
$274K – – –
KLI
42
Kelman-Lazarov Inc
Tennessee
$256K +$256K +3,925 New
V
43
Veritable
Delaware
$248K +$9.49K +146 +4%
CWM
44
Connecticut Wealth Management
Connecticut
$245K +$245K +3,797 New
FHA
45
Flagship Harbor Advisors
Massachusetts
$213K +$213K +3,284 New
WF
46
WealthTrust Fairport
Ohio
$209K +$101K +1,544 +93%
SIAP
47
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$190K – – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$173K – – –
WTC
49
WhitTier Trust Company
Nevada
$150K -$9.74K -150 -6%
UBS AM
50
UBS AM
Illinois
$149K +$149K +2,293 New
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