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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

99 hedge funds and large institutions have $167M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+18
Holders Change %
+22.22%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
40
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.9M
2
UBS Group
2
UBS Group
Switzerland
$17.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.23M
2
LGWM
2
Litman Gregory Wealth Management
California
$1.48M
3
CWM
3
Cornerstone Wealth Management
Missouri
$0
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
KLI
5
Kelman-Lazarov Inc
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Accredited Investors
Minnesota
$313K +$313K +4,732 New
CG
52
Colony Group
Massachusetts
$300K +$300K +4,537 New
Baird Financial Group
53
Baird Financial Group
Wisconsin
$299K +$299K +4,510 New
MML Investors Services
54
MML Investors Services
Massachusetts
$294K +$294K +4,441 New
BCI
55
Brinker Capital Investments
Pennsylvania
$281K +$2.25K +34 +0.8%
V
56
Veritable
Delaware
$253K – – –
FHA
57
Flagship Harbor Advisors
Massachusetts
$233K +$14.9K +224 +7%
HA
58
Harborview Advisors
Maine
$223K +$223K +3,375 New
BTNA
59
Bremer Trust National Association
Minnesota
$215K +$215K +3,246 New
William Blair & Company
60
William Blair & Company
Illinois
$207K +$207K +3,132 New
PP
61
PDS Planning
Ohio
$204K +$204K +3,086 New
RJT
62
Raymond James Trust
Florida
$203K +$203K +3,061 New
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$196K +$26.2K +396 +15%
SIAP
64
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$194K – – –
IFAM
65
Institutional & Family Asset Management
Colorado
$161K +$109K +1,649 +211%
WTC
66
WhitTier Trust Company
Nevada
$153K – – –
AG
67
Advisor Group
Arizona
$134K -$399 -6 -0.3%
GWM
68
Geneos Wealth Management
Colorado
$124K +$44.3K +673 +56%
FHA
69
First Horizon Advisors
Tennessee
$122K – – –
MWM
70
Mascoma Wealth Management
New Hampshire
$122K +$107K +1,620 +730%
WSTAM
71
Wilbanks Smith & Thomas Asset Management
Virginia
$114K +$114K +1,718 New
ADL
72
Asset Dedication LLC
California
$104K +$75.3K +1,141 +263%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$79K – – –
LFA
74
Legacy Financial Advisors
Kentucky
$75K – – –
SWP
75
Stratos Wealth Partners
Ohio
$70K +$70K +1,054 New
1 2
3
4 5