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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

99 hedge funds and large institutions have $167M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+18
Holders Change %
+22.22%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
40
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.9M
2
UBS Group
2
UBS Group
Switzerland
$17.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.23M
2
LGWM
2
Litman Gregory Wealth Management
California
$1.48M
3
CWM
3
Cornerstone Wealth Management
Missouri
$0
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
KLI
5
Kelman-Lazarov Inc
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$64K -$16.7K -250 -21%
TFS
77
TrustCore Financial Services
Tennessee
$61K – – –
Citigroup
78
Citigroup
New York
$46K +$46K +691 New
PAI
79
Pittenger & Anderson Inc
Nebraska
$43K +$43K +650 New
BBA
80
Braun-Bostich & Associates
Pennsylvania
$38K +$14.8K +224 +64%
FEG
81
Financial Enhancement Group
Indiana
$29K -$25.3K -378 -47%
NSIM
82
North Star Investment Management
Illinois
$27K – – –
MA
83
MCF Advisors
Kentucky
$22K – – –
AF
84
Advisornet Financial
Minnesota
$20K +$9.53K +141 +91%
WAM
85
Watermark Asset Management
California
$15K +$15K +225 New
AC
86
Avestar Capital
New York
$13K – – –
IA
87
IFP Advisors
Florida
$12K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$11K – – –
BWA
89
Burt Wealth Advisors
Maryland
$9K – – –
SWP
90
Strategic Wealth Partners
Ohio
$7K – – –
PA
91
Parallel Advisors
California
$6K – – –
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$4K – – –
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4K +60 New
APA
94
American Portfolios Advisors
New York
$3.97K – – –
CGI
95
Cougar Global Investments
Ontario, Canada
$3K -$1.47K -21 -33%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
YWP
97
YorkBridge Wealth Partners
New York
$2K – – –
CFA
98
Carroll Financial Associates
North Carolina
$1K – – –
CWM
99
Cornerstone Wealth Management
Missouri
– -$418K -26,965 Closed
SFS
100
Sowell Financial Services
Arkansas
– -$292K -4,517 Closed
1 2 3
4
5