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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

122 hedge funds and large institutions have $291M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
33
Increased
63
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$33.6M
2
Bank of America
2
Bank of America
North Carolina
$48.1M
3
Ameriprise
3
Ameriprise
Minnesota
$17.6M
4
UBS Group
4
UBS Group
Switzerland
$28.7M
5
BWP
5
BSW Wealth Partners
Colorado
$9.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
RCS
2
Retirement Capital Strategies
California
$500K
3
GAM
3
Gould Asset Management
California
$504K
4
CG
4
Colony Group
Massachusetts
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
26
Financial Advisors
Massachusetts
$1.45M +$1.45M +25,236 New
LGWM
27
Litman Gregory Wealth Management
California
$1.44M +$161K +2,802 +13%
FEG
28
Fund Evaluation Group
Ohio
$1.39M +$9.41K +164 +0.7%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$1.39M +$739K +12,871 +113%
FLPIM
30
F.L. Putnam Investment Management
Massachusetts
$1.32M +$71.3K +1,243 +6%
CAN
31
Cetera Advisor Networks
California
$1.29M +$393K +6,863 +44%
CJA
32
C-J Advisory
California
$1.28M +$273K +4,757 +27%
SFSG
33
Stearns Financial Services Group
North Carolina
$1.14M +$323K +5,628 +40%
ECM
34
ETrade Capital Management
Virginia
$1.13M +$630K +10,987 +126%
FA
35
Fiducient Advisors
Illinois
$1.13M +$1.13M +19,598 New
Stifel Financial
36
Stifel Financial
Missouri
$1.12M +$1.12M +19,447 New
V
37
Veritable
Delaware
$1.1M +$877K +15,285 +401%
TA
38
Tiedemann Advisors
New York
$1.03M +$1.03M +17,953 New
Deutsche Bank
39
Deutsche Bank
Germany
$986K +$699K +12,200 +244%
PAS
40
Park Avenue Securities
New York
$974K +$194K +3,265 +25%
GTAM
41
Global Trust Asset Management
Florida
$875K +$875K +15,265 New
MWM
42
Mission Wealth Management
California
$829K +$370K +6,445 +81%
MM
43
Main Management
California
$803K -$36.4K -634 -4%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$703K +$190K +3,317 +37%
RJA
45
Raymond James & Associates
Florida
$670K +$670K +11,675 New
BAAM
46
Baker Avenue Asset Management
California
$666K -$33.1K -576 -5%
JFGLC
47
Johnson Financial Group LLC (Colorado)
Colorado
$660K +$660K +11,505 New
EWA
48
EP Wealth Advisors
California
$620K +$620K +10,800 New
RC
49
RegentAtlantic Capital
New Jersey
$594K +$195K +3,398 +49%
NAM
50
North American Management
Massachusetts
$579K +$5.74K +100 +1%
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