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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

147 hedge funds and large institutions have $456M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+25
Holders Change %
+20.49%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
37
Increased
66
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$49.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17M
3
Bank of America
3
Bank of America
North Carolina
$69.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$14.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.5M
2
Ameriprise
2
Ameriprise
Minnesota
$10.4M
3
BWP
3
BSW Wealth Partners
Colorado
$3.66M
4
UBS Group
4
UBS Group
Switzerland
$26M
5
TA
5
Tiedemann Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
76
Sargent Bickham Lagudis
Colorado
$429K – – –
WIP
77
Wellesley Investment Partners
Massachusetts
$417K -$11.2K -178 -3%
FI
78
Financial Insights
Washington
$408K +$71.2K +1,093 +21%
IFAM
79
Institutional & Family Asset Management
Colorado
$407K +$132K +2,081 +48%
PAG
80
Private Advisor Group
New Jersey
$394K +$394K +6,235 New
LFASL
81
Lugano Financial Advisors SA (LFA)
Switzerland
$379K +$379K +6,000 New
EFSCE
82
Enterprise Financial Services Corp (EFSC)
Missouri
$372K +$372K +5,886 New
AI
83
Accredited Investors
Minnesota
$348K +$37.6K +595 +12%
RJT
84
Raymond James Trust
Florida
$342K +$41.3K +654 +14%
HHGA
85
Halbert Hargrove Global Advisors
California
$341K +$341K +5,403 New
CB
86
Community Bank
New York
$340K +$340K +5,375 New
FWCM
87
Ferguson Wellman Capital Management
Oregon
$335K +$89.6K +1,419 +36%
DWT
88
Dorsey & Whitney Trust
South Dakota
$335K +$335K +5,295 New
BCI
89
Brinker Capital Investments
Pennsylvania
$323K +$4.74K +75 +1%
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$312K +$312K +4,936 New
TCOV
91
Trust Company of Vermont
Vermont
$309K -$66.5K -1,050 -18%
CG
92
Colony Group
Massachusetts
$283K +$283K +4,472 New
HighTower Advisors
93
HighTower Advisors
Illinois
$272K +$44.1K +696 +19%
BIA
94
Bigelow Investment Advisors
Maine
$270K +$270K +4,281 New
AC
95
Arjuna Capital
North Carolina
$260K +$260K +4,120 New
PP
96
PDS Planning
Ohio
$256K – – –
UCFA
97
United Capital Financial Advisors
Texas
$249K +$249K +3,943 New
TFA
98
TPG Financial Advisors
Oregon
$243K +$243K +3,793 New
KLI
99
Kelman-Lazarov Inc
Tennessee
$238K -$40.3K -638 -14%
FHA
100
Flagship Harbor Advisors
Massachusetts
$238K +$10.6K +169 +5%
2 3
4
5 6