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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.04%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$175M
2
Bank of America
2
Bank of America
North Carolina
$368M
3
ST
3
Spinnaker Trust
Maine
$58.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$89M
5
Northern Trust
5
Northern Trust
Illinois
$82.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.76M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$5.52M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CWM
4
Connecticut Wealth Management
Connecticut
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Mission Wealth Management
California
$4.05M +$1.16M +19,086 +40%
CJA
52
C-J Advisory
California
$3.91M +$1.32M +21,647 +51%
Franklin Resources
53
Franklin Resources
California
$3.28M +$3.28M +51,336 New
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$3.11M -$155K -2,552 -5%
PGAM
55
Princeton Global Asset Management
New Jersey
$3.11M +$1.7M +28,008 +120%
PAS
56
Park Avenue Securities
New York
$2.78M +$680K +11,223 +32%
EWM
57
Empirical Wealth Management
Washington
$2.76M +$1.61M +26,523 +139%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$2.62M +$223K +3,681 +9%
SHGA
59
Sand Hill Global Advisors
California
$2.62M +$2.19M +36,197 +520%
Stifel Financial
60
Stifel Financial
Missouri
$2.61M +$356K +5,883 +16%
BWM
61
Baystate Wealth Management
Massachusetts
$2.6M +$90.7K +1,497 +4%
GCA
62
Greenwood Capital Associates
South Carolina
$2.52M +$335K +5,534 +15%
BWP
63
BSW Wealth Partners
Colorado
$2.49M -$57.5K -949 -2%
HighTower Advisors
64
HighTower Advisors
Illinois
$2.44M +$416K +6,868 +21%
RJA
65
Raymond James & Associates
Florida
$2.27M -$159K -2,630 -7%
BWM
66
BigSur Wealth Management
Florida
$2.12M +$1.21M +20,000 +133%
OBWP
67
O'Brien Wealth Partners
Massachusetts
$1.84M +$628K +10,210 +52%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$1.8M +$393K +6,481 +28%
Citadel Advisors
69
Citadel Advisors
Florida
$1.76M -$8.72M -143,978 -83%
FA
70
Financial Advisors
Massachusetts
$1.75M -$173K -2,849 -9%
SPIA
71
Steward Partners Investment Advisory
New York
$1.73M +$315K +5,199 +22%
AIA
72
Ally Invest Advisors
North Carolina
$1.66M +$451K +7,443 +37%
LGWM
73
Litman Gregory Wealth Management
California
$1.51M +$113K +1,868 +8%
FA
74
Fiducient Advisors
Illinois
$1.5M +$14.1K +233 +1%
SWM
75
SVA Wealth Management
Wisconsin
$1.43M +$21.8K +359 +2%
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3
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