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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

172 hedge funds and large institutions have $667M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
172
Holders Change
+20
Holders Change %
+13.16%
% of All Funds
3.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
32
Increased
79
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$31.3M
2
William Blair & Company
2
William Blair & Company
Illinois
$14.6M
3
Bank of America
3
Bank of America
North Carolina
$86.7M
4
PCA
4
Personal Capital Advisors
California
$76.1M
5
EWA
5
EP Wealth Advisors
California
$9.73M

Top Sellers

1
EI
1
Ellevest Inc
New York
$10.7M
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$15.9M
4
TC
4
TownSquare Capital
Utah
$0
5
UBS Group
5
UBS Group
Switzerland
$30.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$1.37M 21,427 +1,347 +7%
SWM
52
SVA Wealth Management
Wisconsin
$1.3M 20,254 -969 -5%
WT
53
Whittier Trust
California
$1.22M 19,050 – –
MML Investors Services
54
MML Investors Services
Massachusetts
$1.21M 18,883 +1,186 +7%
CWM
55
Connecticut Wealth Management
Connecticut
$1.2M 18,752 – –
FA
56
Fiducient Advisors
Illinois
$1.2M 18,641 – –
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.15M 17,931 +670 +4%
Deutsche Bank
58
Deutsche Bank
Germany
$1.11M 17,396 +411 +2%
FI
59
Financial Insights
Washington
$1.01M 15,781 +3,048 +24%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$965K 15,054 +217 +1%
SFSG
61
Stearns Financial Services Group
North Carolina
$938K 14,629 -4,248 -23%
P
62
Pitcairn
Pennsylvania
$870K 13,571 +2,383 +21%
AI
63
Accredited Investors
Minnesota
$860K 13,413 +761 +6%
GAM
64
Gould Asset Management
California
$860K 13,420 +2,275 +20%
GTAM
65
Global Trust Asset Management
Florida
$845K 13,180 -95 -0.7%
JFGLC
66
Johnson Financial Group LLC (Colorado)
Colorado
$766K 11,949 +444 +4%
SFS
67
Sowell Financial Services
Arkansas
$766K 11,940 +11,940 New
BAAM
68
Baker Avenue Asset Management
California
$763K 11,915 +251 +2%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$760K 11,853 +7,707 +186%
FANJ
70
Financial Architects (New Jersey)
New Jersey
$755K 11,776 +654 +6%
V
71
Veritable
Delaware
$709K 11,064 – –
CTA
72
Chesley Taft & Associates
Illinois
$707K 11,020 – –
PFM
73
Parsec Financial Management
North Carolina
$690K 10,760 +10,760 New
HHGA
74
Halbert Hargrove Global Advisors
California
$679K 10,594 +5,091 +93%
NAM
75
North American Management
Massachusetts
$654K 10,207 – –
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