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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

215 hedge funds and large institutions have $1.17B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 35 reducing their positions, and 27 closing their positions.

Holders
215
Holders Change
+15
Holders Change %
+7.5%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
107
Reduced
35
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$266M
2
Morgan Stanley
2
Morgan Stanley
New York
$112M
3
Northern Trust
3
Northern Trust
Illinois
$38.5M
4
Betterment LLC
4
Betterment LLC
New York
$36.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$36.4M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$20.1M
2
Jane Street
2
Jane Street
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$5.52M
4
Creative Planning
4
Creative Planning
Kansas
$5.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Connecticut Wealth Management
Connecticut
$984K – – –
SHWM
77
Silicon Hills Wealth Management
Texas
$972K +$972K +18,278 +913,900%
AI
78
Accredited Investors
Minnesota
$941K +$212K +3,988 +29%
ASN
79
Advisory Services Network
Georgia
$906K +$96K +1,805 +12%
BEC
80
Blue Edge Capital
Virginia
$889K +$342K +6,433 +63%
WLIM
81
White Lighthouse Investment Management
Massachusetts
$878K +$540K +10,158 +160%
BWM
82
BigSur Wealth Management
Florida
$797K – – –
ACA
83
Affinity Capital Advisors
California
$779K +$296K +5,367 +61%
VCM
84
Vision Capital Management
Oregon
$771K +$335K +6,304 +77%
AWA
85
Alaska Wealth Advisors
Alaska
$766K +$368K +6,928 +93%
SBSB
86
Sullivan, Bruyette, Speros & Blaney
Virginia
$751K +$226K +4,246 +43%
FANJ
87
Financial Architects (New Jersey)
New Jersey
$749K +$58K +1,092 +8%
SFS
88
Sowell Financial Services
Arkansas
$744K +$73.9K +1,390 +11%
LFASL
89
Lugano Financial Advisors SA (LFA)
Switzerland
$712K – – –
JFGLC
90
Johnson Financial Group LLC (Colorado)
Colorado
$694K +$58.7K +1,104 +9%
V
91
Veritable
Delaware
$688K +$99.5K +1,870 +17%
RF
92
RHS Financial
California
$672K +$672K +12,640 New
AA
93
Alesco Advisors
New York
$657K +$657K +12,350 New
WT
94
Whittier Trust
California
$654K -$359K -6,750 -35%
Bank Julius Baer & Co
95
Bank Julius Baer & Co
Switzerland
$651K +$651K +12,244 New
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$648K +$483K +9,078 +292%
MIAN
97
Mariner Independent Advisor Network
Kansas
$643K +$643K +12,618 New
GAM
98
Gould Asset Management
California
$628K -$130K -2,440 -17%
PAG
99
Private Advisor Group
New Jersey
$597K +$177K +3,327 +42%
SFSG
100
Stearns Financial Services Group
North Carolina
$584K -$199K -3,740 -25%
2 3
4
5 6