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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

200 hedge funds and large institutions have $999M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+28
Holders Change %
+16.28%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
40
Increased
100
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$217M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$34.7M
3
PCA
3
Personal Capital Advisors
California
$99.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.4M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$6M
2
FTIOP
2
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$15.9M
5
BlackRock
5
BlackRock
New York
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$2.04M +$804K +11,693 +65%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.98M +$31K +452 +2%
Stifel Financial
53
Stifel Financial
Missouri
$1.92M +$21.1K +307 +1%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.83M +$1.16M +16,811 +172%
LGWM
55
Litman Gregory Wealth Management
California
$1.78M -$32.2K -468 -2%
Northern Trust
56
Northern Trust
Illinois
$1.7M +$1.7M +24,731 New
RJA
57
Raymond James & Associates
Florida
$1.68M +$1.68M +24,452 New
FA
58
Fiducient Advisors
Illinois
$1.68M +$399K +5,802 +31%
Deutsche Bank
59
Deutsche Bank
Germany
$1.64M +$450K +6,554 +38%
PAS
60
Park Avenue Securities
New York
$1.64M +$162K +2,360 +11%
SWM
61
SVA Wealth Management
Wisconsin
$1.52M +$130K +1,885 +9%
FI
62
Financial Insights
Washington
$1.44M +$359K +5,229 +33%
MML Investors Services
63
MML Investors Services
Massachusetts
$1.43M +$134K +1,945 +10%
WT
64
Whittier Trust
California
$1.31M – – –
P
65
Pitcairn
Pennsylvania
$1.29M +$356K +5,186 +38%
CWM
66
Connecticut Wealth Management
Connecticut
$1.27M -$16.6K -241 -1%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$1.26M +$226K +3,295 +22%
HHGA
68
Halbert Hargrove Global Advisors
California
$1.18M +$451K +6,557 +62%
MWM
69
Mission Wealth Management
California
$1.06M +$380K +5,533 +56%
ASN
70
Advisory Services Network
Georgia
$1.05M +$505K +7,340 +93%
BWM
71
BigSur Wealth Management
Florida
$1.03M +$1.03M +15,000 New
SFSG
72
Stearns Financial Services Group
North Carolina
$1.01M +$7.15K +104 +0.7%
GAM
73
Gould Asset Management
California
$980K +$57.4K +835 +6%
AI
74
Accredited Investors
Minnesota
$942K +$20.4K +297 +2%
SCA
75
Snowden Capital Advisors
New York
$903K +$218K +3,178 +32%
1 2
3
4 5