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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

172 hedge funds and large institutions have $667M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
172
Holders Change
+20
Holders Change %
+13.16%
% of All Funds
3.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
32
Increased
79
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$31.3M
2
William Blair & Company
2
William Blair & Company
Illinois
$14.6M
3
Bank of America
3
Bank of America
North Carolina
$86.7M
4
PCA
4
Personal Capital Advisors
California
$76.1M
5
EWA
5
EP Wealth Advisors
California
$9.73M

Top Sellers

1
EI
1
Ellevest Inc
New York
$10.7M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$4.64M
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$15.9M
5
TC
5
TownSquare Capital
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MM
76
Main Management
California
$643K 10,021 -20 -0.2%
SCA
77
Snowden Capital Advisors
New York
$639K 9,963 +2,001 +25%
MWM
78
Mission Wealth Management
California
$630K 9,825 -4,700 -32%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$625K 9,752 +9,752 New
RCS
80
Retirement Capital Strategies
California
$594K 9,260 -405 -4%
BPWA
81
Beacon Pointe Wealth Advisors
California
$554K 8,639 +8,639 New
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$512K 7,991 +3,936 +97%
OMC
83
Old Mission Capital
Illinois
$512K 7,990 +7,990 New
ASN
84
Advisory Services Network
Georgia
$508K 7,892 – –
TA
85
Tiedemann Advisors
New York
$475K 7,395 +7,395 New
PAG
86
Private Advisor Group
New Jersey
$467K 7,283 -492 -6%
CIBC Asset Management
87
CIBC Asset Management
Ontario, Canada
$460K 7,170 -560 -7%
SBL
88
Sargent Bickham Lagudis
Colorado
$436K 6,797 – –
FWCM
89
Ferguson Wellman Capital Management
Oregon
$431K 6,723 +465 +7%
SBSB
90
Sullivan, Bruyette, Speros & Blaney
Virginia
$427K 6,652 +6,652 New
IFAM
91
Institutional & Family Asset Management
Colorado
$419K 6,538 +49 +0.8%
SHGA
92
Sand Hill Global Advisors
California
$415K 6,465 +6,465 New
WIP
93
Wellesley Investment Partners
Massachusetts
$410K 6,396 -75 -1%
VC
94
Vicus Capital
Pennsylvania
$410K 6,391 +1,211 +23%
BCI
95
Brinker Capital Investments
Pennsylvania
$392K 6,112 +285 +5%
EFSCE
96
Enterprise Financial Services Corp (EFSC)
Missouri
$379K 5,917 +21 +0.4%
LNC
97
Lincoln National Corp
Pennsylvania
$367K 5,723 +5,723 New
AG
98
Advisor Group
Arizona
$366K 5,703 +5,283 +1,258%
LFA
99
Legacy Financial Advisors
Kentucky
$357K 5,560 +5,560 New
SAS
100
Sage Advisory Services
Texas
$349K 5,439 -353 -6%
2 3
4
5 6