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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

266 hedge funds and large institutions have $2.38B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 136 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+21
Holders Change %
+8.57%
% of All Funds
5.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
39
Increased
136
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$517M
2
BlackRock
2
BlackRock
New York
$141M
3
PCA
3
Personal Capital Advisors
California
$157M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$19.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.49M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16M
3
TA
3
Tiedemann Advisors
New York
$2.84M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$10.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$5.08M +$2.34M +36,886 +86%
WI
52
WrapManager Inc
California
$4.86M +$131K +2,070 +3%
MWM
53
Mission Wealth Management
California
$4.59M +$353K +5,556 +8%
Jane Street
54
Jane Street
New York
$4.49M -$15.8M -248,842 -78%
CJA
55
C-J Advisory
California
$4.05M -$12.9K -204 -0.3%
EWM
56
Empirical Wealth Management
Washington
$3.69M +$797K +12,560 +28%
PAS
57
Park Avenue Securities
New York
$3.46M +$541K +8,527 +19%
Franklin Resources
58
Franklin Resources
California
$3.28M +$24.2K +381 +0.7%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$3.23M +$486K +7,651 +18%
GCA
60
Greenwood Capital Associates
South Carolina
$3.16M +$522K +8,230 +20%
HighTower Advisors
61
HighTower Advisors
Illinois
$3.01M +$462K +7,282 +18%
SHGA
62
Sand Hill Global Advisors
California
$2.99M +$246K +3,872 +9%
AIA
63
Ally Invest Advisors
North Carolina
$2.93M +$1.19M +18,755 +68%
TA
64
Tiedemann Advisors
New York
$2.84M -$5.55M -87,440 -66%
SPIA
65
Steward Partners Investment Advisory
New York
$2.83M +$1.02M +16,127 +57%
BWM
66
Baystate Wealth Management
Massachusetts
$2.82M +$94.8K +1,494 +3%
BWP
67
BSW Wealth Partners
Colorado
$2.56M -$49.2K -775 -2%
RJA
68
Raymond James & Associates
Florida
$2.44M +$64.9K +1,023 +3%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$2.44M +$552K +8,696 +29%
BWM
70
BigSur Wealth Management
Florida
$2.22M – – –
OBWP
71
O'Brien Wealth Partners
Massachusetts
$2.17M +$223K +3,419 +11%
PAM
72
PFM Asset Management
Pennsylvania
$2.02M +$2.02M +31,030 New
FA
73
Financial Advisors
Massachusetts
$1.96M +$128K +2,017 +7%
PI
74
PFS Investments
Georgia
$1.67M +$667K +10,498 +66%
LGWM
75
Litman Gregory Wealth Management
California
$1.62M +$32.8K +517 +2%
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3
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