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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

152 hedge funds and large institutions have $538M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
18
Increased
83
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$65.1M
2
BlackRock
2
BlackRock
New York
$36.8M
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$8.68M
4
UBS Group
4
UBS Group
Switzerland
$31.5M
5
Wells Fargo
5
Wells Fargo
California
$10.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$235K
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2.92M
3
CWM
3
Connecticut Wealth Management
Connecticut
$1.21M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.35M
5
MM
5
Main Management
California
$646K
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
76
HM Payson & Co
Maine
$544K 8,465 +8,465 New
SCA
77
Snowden Capital Advisors
New York
$512K 7,962 +49 +0.6%
ASN
78
Advisory Services Network
Georgia
$508K 7,892 +685 +10%
PAG
79
Private Advisor Group
New Jersey
$500K 7,775 +1,540 +25%
CIBC Asset Management
80
CIBC Asset Management
Ontario, Canada
$497K 7,730 – –
SBL
81
Sargent Bickham Lagudis
Colorado
$437K 6,797 – –
IFAM
82
Institutional & Family Asset Management
Colorado
$417K 6,489 +55 +0.9%
WIP
83
Wellesley Investment Partners
Massachusetts
$416K 6,471 -134 -2%
FWCM
84
Ferguson Wellman Capital Management
Oregon
$402K 6,258 +950 +18%
EFSCE
85
Enterprise Financial Services Corp (EFSC)
Missouri
$379K 5,896 +10 +0.2%
BCI
86
Brinker Capital Investments
Pennsylvania
$375K 5,827 +713 +14%
SAS
87
Sage Advisory Services
Texas
$372K 5,792 -1,433 -20%
HHGA
88
Halbert Hargrove Global Advisors
California
$354K 5,503 +100 +2%
CB
89
Community Bank
New York
$346K 5,375 – –
DWT
90
Dorsey & Whitney Trust
South Dakota
$341K 5,295 – –
PP
91
PDS Planning
Ohio
$333K 5,181 +1,137 +28%
VC
92
Vicus Capital
Pennsylvania
$333K 5,180 +5,180 New
RJT
93
Raymond James Trust
Florida
$328K 5,101 -313 -6%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$318K 4,942 +6 +0.1%
TCOV
95
Trust Company of Vermont
Vermont
$308K 4,783 -93 -2%
UCFA
96
United Capital Financial Advisors
Texas
$303K 4,719 +776 +20%
BIA
97
Bigelow Investment Advisors
Maine
$300K 4,671 +390 +9%
CG
98
Colony Group
Massachusetts
$288K 4,472 – –
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$267K 4,146 +4,086 +6,810%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$263K 4,055 +3,995 +6,658%
2 3
4
5 6