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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

215 hedge funds and large institutions have $1.17B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+15
Holders Change %
+7.5%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
107
Reduced
35
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$266M
2
Morgan Stanley
2
Morgan Stanley
New York
$112M
3
Northern Trust
3
Northern Trust
Illinois
$38.5M
4
Betterment LLC
4
Betterment LLC
New York
$36.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$36.4M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$20.1M
2
Jane Street
2
Jane Street
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$5.52M
4
Creative Planning
4
Creative Planning
Kansas
$5.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
26
Private Ocean
California
$8.15M -$871K -16,394 -10%
HCM
27
Howland Capital Management
Massachusetts
$7.79M +$2.38M +44,710 +44%
NA
28
Nottingham Advisors
New York
$7.39M +$1.07M +20,184 +17%
MML Investors Services
29
MML Investors Services
Massachusetts
$6.86M +$5.75M +108,241 +520%
KeyBank National Association
30
KeyBank National Association
Ohio
$6.24M +$3.22M +60,573 +107%
FT
31
Fiduciary Trust
Massachusetts
$6.19M -$1.2M -22,662 -16%
Creative Planning
32
Creative Planning
Kansas
$5.76M -$5.78M -108,806 -50%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$5.52M -$6M – –
RC
34
RegentAtlantic Capital
New Jersey
$5.5M +$687K +12,918 +14%
PFM
35
Parsec Financial Management
North Carolina
$5M +$2.97M +55,847 +146%
TAIM
36
TD Ameritrade Investment Management
Nebraska
$4.66M +$834K +15,685 +22%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$4.31M +$19.6K +368 +0.5%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$4.2M +$766K +14,417 +22%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$4.01M +$316K +5,945 +9%
LSAG
40
Lake Street Advisors Group
New Hampshire
$3.93M +$3.93M +73,915 New
WCM
41
Windsor Capital Management
Arizona
$3.84M +$341K +6,411 +10%
SEI Investments
42
SEI Investments
Pennsylvania
$3.84M -$332K -6,254 -8%
CAN
43
Cetera Advisor Networks
California
$3.57M -$308K -5,788 -8%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$3.36M +$3.36M +63,133 New
LPL Financial
45
LPL Financial
California
$2.97M +$330K +6,199 +12%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$2.87M +$115K +2,161 +4%
FTIOP
47
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.66M +$2.66M +49,948 New
MWM
48
Mission Wealth Management
California
$2.54M +$1.72M +32,324 +210%
CJA
49
C-J Advisory
California
$2.26M +$569K +10,716 +34%
BWP
50
BSW Wealth Partners
Colorado
$2.24M -$761K -14,318 -25%
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