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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

122 hedge funds and large institutions have $291M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
33
Increased
63
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$33.6M
2
Bank of America
2
Bank of America
North Carolina
$48.1M
3
Ameriprise
3
Ameriprise
Minnesota
$17.6M
4
UBS Group
4
UBS Group
Switzerland
$28.7M
5
BWP
5
BSW Wealth Partners
Colorado
$9.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
RCS
2
Retirement Capital Strategies
California
$500K
3
GAM
3
Gould Asset Management
California
$504K
4
CG
4
Colony Group
Massachusetts
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
51
WealthTrust Fairport
Ohio
$564K +$183K +3,181 +48%
GAM
52
Gould Asset Management
California
$504K -$480K -8,370 -49%
RCS
53
Retirement Capital Strategies
California
$500K -$565K -9,845 -53%
CTA
54
Chesley Taft & Associates
Illinois
$489K -$266K -4,635 -35%
SCA
55
Snowden Capital Advisors
New York
$454K +$62.7K +1,092 +16%
WT
56
Whittier Trust
California
$430K +$86K +1,500 +25%
FANJ
57
Financial Architects (New Jersey)
New Jersey
$428K -$121K -2,113 -22%
William Blair & Company
58
William Blair & Company
Illinois
$419K +$239K +4,170 +133%
ASN
59
Advisory Services Network
Georgia
$402K +$25.2K +438 +7%
SBL
60
Sargent Bickham Lagudis
Colorado
$390K +$390K +6,797 New
WIP
61
Wellesley Investment Partners
Massachusetts
$389K +$389K +6,783 New
CNBT
62
Canandaigua National Bank & Trust
New York
$353K +$353K +6,154 New
TCOV
63
Trust Company of Vermont
Vermont
$340K -$124K -2,154 -27%
SFS
64
Sowell Financial Services
Arkansas
$324K +$324K +5,645 New
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$319K +$149K +2,595 +88%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$317K -$33.1K -576 -9%
FI
67
Financial Insights
Washington
$316K +$316K +5,172 New
SAS
68
Sage Advisory Services
Texas
$303K +$3.6K +63 +1%
BCI
69
Brinker Capital Investments
Pennsylvania
$289K +$45.9K +800 +19%
AI
70
Accredited Investors
Minnesota
$282K +$10.3K +180 +4%
RJT
71
Raymond James Trust
Florida
$273K +$97.4K +1,699 +56%
MML Investors Services
72
MML Investors Services
Massachusetts
$272K +$16.8K +292 +7%
HA
73
Harborview Advisors
Maine
$261K +$67.7K +1,182 +35%
KLI
74
Kelman-Lazarov Inc
Tennessee
$253K +$253K +4,409 New
IFAM
75
Institutional & Family Asset Management
Colorado
$250K +$110K +1,923 +79%
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