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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

200 hedge funds and large institutions have $999M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+28
Holders Change %
+16.28%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
40
Increased
100
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$217M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$34.7M
3
PCA
3
Personal Capital Advisors
California
$99.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.4M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$6M
2
FTIOP
2
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$15.9M
5
BlackRock
5
BlackRock
New York
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
76
Financial Architects (New Jersey)
New Jersey
$894K +$84.5K +1,229 +10%
EWM
77
Empirical Wealth Management
Washington
$884K +$884K +12,866 New
GTAM
78
Global Trust Asset Management
Florida
$866K -$40.2K -585 -4%
SFS
79
Sowell Financial Services
Arkansas
$866K +$45.4K +660 +6%
BAAM
80
Baker Avenue Asset Management
California
$861K +$42.8K +623 +5%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$850K +$301K +4,376 +55%
JFGLC
82
Johnson Financial Group LLC (Colorado)
Colorado
$821K – – –
V
83
Veritable
Delaware
$761K – – –
CTA
84
Chesley Taft & Associates
Illinois
$751K -$6.88K -100 -0.9%
LFASL
85
Lugano Financial Advisors SA (LFA)
Switzerland
$732K +$732K +10,650 New
BEC
86
Blue Edge Capital
Virginia
$707K +$341K +4,962 +93%
NAM
87
North American Management
Massachusetts
$704K +$2.2K +32 +0.3%
MM
88
Main Management
California
$688K -$963 -14 -0.1%
SBSB
89
Sullivan, Bruyette, Speros & Blaney
Virginia
$679K +$222K +3,230 +49%
AG
90
Advisor Group
Arizona
$669K +$277K +4,031 +71%
ACA
91
Affinity Capital Advisors
California
$601K +$601K +8,745 New
TA
92
Tiedemann Advisors
New York
$583K +$74.7K +1,087 +15%
VCM
93
Vision Capital Management
Oregon
$563K +$344K +5,011 +157%
PAG
94
Private Advisor Group
New Jersey
$543K +$42.3K +616 +8%
AWA
95
Alaska Wealth Advisors
Alaska
$514K +$514K +7,482 New
BPWA
96
Beacon Pointe Wealth Advisors
California
$513K -$80.2K -1,168 -14%
SAS
97
Sage Advisory Services
Texas
$509K +$136K +1,976 +36%
WIP
98
Wellesley Investment Partners
Massachusetts
$506K +$67.2K +979 +15%
WCFA
99
Walkner Condon Financial Advisors
Wisconsin
$499K +$499K +7,263 New
CIBC Asset Management
100
CIBC Asset Management
Ontario, Canada
$493K – – –
2 3
4
5 6