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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

147 hedge funds and large institutions have $456M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+25
Holders Change %
+20.49%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
37
Increased
66
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$49.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17M
3
Bank of America
3
Bank of America
North Carolina
$69.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$14.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.5M
2
Ameriprise
2
Ameriprise
Minnesota
$10.4M
3
BWP
3
BSW Wealth Partners
Colorado
$3.66M
4
UBS Group
4
UBS Group
Switzerland
$26M
5
TA
5
Tiedemann Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
26
F.L. Putnam Investment Management
Massachusetts
$3.08M +$1.62M +25,700 +111%
FT
27
Fiduciary Trust
Massachusetts
$2.96M +$2.96M +46,776 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.89M +$735K +11,628 +34%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.78M +$2.78M +44,025 New
CAN
30
Cetera Advisor Networks
California
$2.49M +$1.07M +16,854 +75%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$2.4M +$868K +13,739 +57%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$2.36M – – –
LPL Financial
33
LPL Financial
California
$2.17M +$452K +7,150 +26%
Jane Street
34
Jane Street
New York
$2.09M -$550K -8,704 -21%
PWLP
35
Prio Wealth Limited Partnership
Massachusetts
$2.01M +$291K +4,600 +17%
FA
36
Financial Advisors
Massachusetts
$1.95M +$355K +5,616 +22%
BWM
37
Baystate Wealth Management
Massachusetts
$1.94M +$182K +2,818 +10%
CWM
38
Connecticut Wealth Management
Connecticut
$1.92M +$66.2K +1,048 +4%
RC
39
RegentAtlantic Capital
New Jersey
$1.76M +$1.1M +17,419 +168%
FEG
40
Fund Evaluation Group
Ohio
$1.68M +$142K +2,249 +9%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$1.61M +$1.61M +25,502 New
LGWM
42
Litman Gregory Wealth Management
California
$1.6M +$12.8K +202 +0.8%
ECM
43
ETrade Capital Management
Virginia
$1.6M +$353K +5,586 +28%
CJA
44
C-J Advisory
California
$1.47M +$45.2K +706 +3%
SWM
45
SVA Wealth Management
Wisconsin
$1.26M +$1.26M +19,921 New
PAS
46
Park Avenue Securities
New York
$1.24M +$191K +2,980 +18%
FA
47
Fiducient Advisors
Illinois
$1.24M – – –
SFSG
48
Stearns Financial Services Group
North Carolina
$1.15M -$107K -1,701 -9%
Deutsche Bank
49
Deutsche Bank
Germany
$1.06M -$23.7K -375 -2%
WT
50
Whittier Trust
California
$963K +$489K +7,750 +103%
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