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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

172 hedge funds and large institutions have $667M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
172
Holders Change
+20
Holders Change %
+13.16%
% of All Funds
3.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
32
Increased
79
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$31.3M
2
William Blair & Company
2
William Blair & Company
Illinois
$14.6M
3
Bank of America
3
Bank of America
North Carolina
$86.7M
4
PCA
4
Personal Capital Advisors
California
$76.1M
5
EWA
5
EP Wealth Advisors
California
$9.73M

Top Sellers

1
EI
1
Ellevest Inc
New York
$10.7M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$4.64M
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$15.9M
5
TC
5
TownSquare Capital
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$5.23M 81,543 +3,442 +4%
SEI Investments
27
SEI Investments
Pennsylvania
$4.69M 73,127 +6,195 +9%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
– – – –
RC
29
RegentAtlantic Capital
New Jersey
$4.5M 70,163 +24,026 +52%
CAN
30
Cetera Advisor Networks
California
$4.08M 63,540 +8,666 +16%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.95M 61,633 +8,114 +15%
WCM
32
Windsor Capital Management
Arizona
$3.89M 60,687 +5,672 +10%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$3.89M 60,659 +6,928 +13%
ECM
34
ETrade Capital Management
Virginia
$3.69M 57,547 +16,681 +41%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$3.66M 57,063 +10,244 +22%
BWP
36
BSW Wealth Partners
Colorado
$3.61M 56,353 -1,516 -3%
KeyBank National Association
37
KeyBank National Association
Ohio
$3.51M 54,745 +33,123 +153%
FTIOP
38
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.46M 54,017 -179 -0.3%
MWM
39
Merriman Wealth Management
Washington
$2.67M 41,700 +8,700 +26%
LPL Financial
40
LPL Financial
California
$2.61M 40,627 +1,212 +3%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$2.21M 34,412 +13,383 +64%
BWM
42
Baystate Wealth Management
Massachusetts
$2.17M 33,838 +2,865 +9%
PWLP
43
Prio Wealth Limited Partnership
Massachusetts
$2.09M 32,630 +1,780 +6%
FA
44
Financial Advisors
Massachusetts
$2.06M 32,062 -310 -1%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.82M 28,405 +10,183 +56%
Stifel Financial
46
Stifel Financial
Missouri
$1.78M 27,680 +13,478 +95%
CJA
47
C-J Advisory
California
$1.75M 27,285 +2,760 +11%
LGWM
48
Litman Gregory Wealth Management
California
$1.69M 26,377 +2,313 +10%
FEG
49
Fund Evaluation Group
Ohio
$1.68M 26,197 -72 -0.3%
GC
50
Garde Capital
Washington
$1.67M 26,036 – –
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