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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

99 hedge funds and large institutions have $167M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+18
Holders Change %
+22.22%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
40
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.9M
2
UBS Group
2
UBS Group
Switzerland
$17.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.23M
2
LGWM
2
Litman Gregory Wealth Management
California
$1.48M
3
CWM
3
Cornerstone Wealth Management
Missouri
$0
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
KLI
5
Kelman-Lazarov Inc
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gould Asset Management
California
$1.14M +$303K +4,570 +36%
CAN
27
Cetera Advisor Networks
California
$1.03M +$1.03M +15,598 New
MM
28
Main Management
California
$968K +$196K +2,964 +25%
SFSG
29
Stearns Financial Services Group
North Carolina
$941K +$941K +14,211 New
PAS
30
Park Avenue Securities
New York
$871K +$50.4K +760 +6%
CTA
31
Chesley Taft & Associates
Illinois
$871K +$871K +13,150 New
BAAM
32
Baker Avenue Asset Management
California
$806K +$7.28K +110 +0.9%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$752K +$752K +11,354 New
NAM
34
North American Management
Massachusetts
$662K +$662K +9,990 New
FANJ
35
Financial Architects (New Jersey)
New Jersey
$634K +$50.3K +759 +9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$592K +$63K +953 +12%
ECM
37
ETrade Capital Management
Virginia
$578K +$241K +3,637 +71%
TCOV
38
Trust Company of Vermont
Vermont
$535K +$112K +1,690 +26%
MWM
39
Mission Wealth Management
California
$530K – – –
CWM
40
Connecticut Wealth Management
Connecticut
$513K +$261K +3,933 +104%
RC
41
RegentAtlantic Capital
New Jersey
$461K +$121K +1,823 +36%
SCA
42
Snowden Capital Advisors
New York
$452K -$22K -332 -5%
WF
43
WealthTrust Fairport
Ohio
$440K +$227K +3,433 +107%
ASN
44
Advisory Services Network
Georgia
$435K -$29K -438 -6%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$403K +$92.1K +1,392 +30%
WT
46
Whittier Trust
California
$397K – – –
SAS
47
Sage Advisory Services
Texas
$347K -$18.1K -273 -5%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$337K +$250K +3,781 +288%
Deutsche Bank
49
Deutsche Bank
Germany
$331K +$331K +5,000 New
DFIG
50
Dragon Financial & Investment Group
California
$320K -$221K -3,335 -41%
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