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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

147 hedge funds and large institutions have $456M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+25
Holders Change %
+20.49%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
37
Increased
66
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$49.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17M
3
Bank of America
3
Bank of America
North Carolina
$69.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$14.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.5M
2
Ameriprise
2
Ameriprise
Minnesota
$10.4M
3
BWP
3
BSW Wealth Partners
Colorado
$3.66M
4
UBS Group
4
UBS Group
Switzerland
$26M
5
TA
5
Tiedemann Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
51
KeyBank National Association
Ohio
$919K +$684K +10,833 +292%
MWM
52
Mission Wealth Management
California
$913K – – –
GTAM
53
Global Trust Asset Management
Florida
$912K -$52.1K -825 -5%
EWA
54
EP Wealth Advisors
California
$889K +$207K +3,275 +30%
MM
55
Main Management
California
$884K – – –
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$877K +$102K +1,617 +13%
Stifel Financial
57
Stifel Financial
Missouri
$871K -$360K -5,685 -29%
SFS
58
Sowell Financial Services
Arkansas
$860K +$503K +7,960 +141%
MML Investors Services
59
MML Investors Services
Massachusetts
$757K +$458K +7,247 +153%
BAAM
60
Baker Avenue Asset Management
California
$743K +$10.4K +165 +1%
JFGLC
61
Johnson Financial Group LLC (Colorado)
Colorado
$727K – – –
V
62
Veritable
Delaware
$699K -$508K -8,035 -42%
CTA
63
Chesley Taft & Associates
Illinois
$696K +$158K +2,505 +29%
GAM
64
Gould Asset Management
California
$645K +$90.3K +1,430 +16%
WF
65
WealthTrust Fairport
Ohio
$630K +$9.29K +147 +1%
NAM
66
North American Management
Massachusetts
$615K -$22.1K -350 -3%
P
67
Pitcairn
Pennsylvania
$598K +$598K +9,470 New
FANJ
68
Financial Architects (New Jersey)
New Jersey
$549K +$77.7K +1,229 +16%
RCS
69
Retirement Capital Strategies
California
$548K -$3.1K -49 -0.6%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$540K +$191K +3,028 +55%
William Blair & Company
71
William Blair & Company
Illinois
$524K +$62.3K +986 +14%
SCA
72
Snowden Capital Advisors
New York
$500K – – –
CIBC Asset Management
73
CIBC Asset Management
Ontario, Canada
$488K +$488K +7,730 New
SAS
74
Sage Advisory Services
Texas
$456K +$121K +1,918 +36%
ASN
75
Advisory Services Network
Georgia
$455K +$13K +206 +3%
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