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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.04%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$175M
2
Bank of America
2
Bank of America
North Carolina
$368M
3
ST
3
Spinnaker Trust
Maine
$58.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$89M
5
Northern Trust
5
Northern Trust
Illinois
$82.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.76M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$5.52M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CWM
4
Connecticut Wealth Management
Connecticut
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$13.1M +$9.72M +160,473 +287%
DADC
27
D.A. Davidson & Co
Montana
$11.6M +$878K +14,491 +8%
PO
28
Private Ocean
California
$11.1M +$1.79M +29,533 +19%
ECM
29
ETrade Capital Management
Virginia
$10.8M +$757K +12,501 +8%
FT
30
Fiduciary Trust
Massachusetts
$8.67M +$1.61M +26,635 +23%
MML Investors Services
31
MML Investors Services
Massachusetts
$8.5M +$682K +11,262 +9%
KeyBank National Association
32
KeyBank National Association
Ohio
$8.49M +$1.38M +22,853 +19%
TA
33
Tiedemann Advisors
New York
$8.01M +$5.58M +92,177 +230%
Creative Planning
34
Creative Planning
Kansas
$7.2M +$643K +10,607 +10%
RC
35
RegentAtlantic Capital
New Jersey
$6.79M +$518K +8,559 +8%
PFM
36
Parsec Financial Management
North Carolina
$6.67M +$973K +16,054 +17%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$6.11M +$798K +13,170 +15%
TWA
38
Tillar-Wenstrup Advisors
Ohio
$6.01M +$6.01M +99,261 New
REMPR
39
Roof Eidam Maycock Peralta (REMP)
California
$5.88M +$5.88M +97,015 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$5.7M +$784K +12,935 +16%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$5.52M -$5.52M – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$4.99M +$209K +3,455 +4%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$4.88M +$305K +5,042 +7%
WCM
44
Windsor Capital Management
Arizona
$4.84M +$465K +7,674 +11%
SEI Investments
45
SEI Investments
Pennsylvania
$4.76M +$383K +6,331 +9%
LSAG
46
Lake Street Advisors Group
New Hampshire
$4.73M +$253K +4,181 +6%
CAN
47
Cetera Advisor Networks
California
$4.57M +$504K +8,317 +12%
WI
48
WrapManager Inc
California
$4.51M +$4.51M +74,467 New
Osaic Holdings
49
Osaic Holdings
Arizona
$4.3M +$1.46M +24,093 +51%
US Bancorp
50
US Bancorp
Minnesota
$4.2M +$2.29M +37,783 +119%
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