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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.04%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$175M
2
Bank of America
2
Bank of America
North Carolina
$368M
3
ST
3
Spinnaker Trust
Maine
$58.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$89M
5
Northern Trust
5
Northern Trust
Illinois
$82.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.76M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$5.52M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CWM
4
Connecticut Wealth Management
Connecticut
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
76
Frisch Financial Group
New York
$1.39M +$12.8K +212 +0.9%
NNP
77
Nachman Norwood & Parrott
South Carolina
$1.38M +$1.38M +22,722 New
P
78
Pitcairn
Pennsylvania
$1.35M +$215K +3,546 +19%
RF
79
RHS Financial
California
$1.33M +$568K +9,376 +74%
PWLP
80
Prio Wealth Limited Partnership
Massachusetts
$1.32M -$53.3K -880 -4%
SC
81
Savant Capital
Illinois
$1.31M +$758K +12,520 +138%
QCG
82
Quadrant Capital Group
Ohio
$1.2M +$1.2M +19,840 New
Deutsche Bank
83
Deutsche Bank
Germany
$1.19M -$549K -9,065 -32%
AI
84
Accredited Investors
Minnesota
$1.18M +$103K +1,693 +10%
ASN
85
Advisory Services Network
Georgia
$1.14M +$106K +1,748 +10%
AWA
86
Alaska Wealth Advisors
Alaska
$1.09M +$221K +3,650 +25%
SHWM
87
Silicon Hills Wealth Management
Texas
$1.07M -$36.8K -607 -3%
BEC
88
Blue Edge Capital
Virginia
$1.06M +$52.2K +862 +5%
5L
89
55I LLC
Massachusetts
$1.02M +$1.02M +16,897 New
WLIM
90
White Lighthouse Investment Management
Massachusetts
$958K -$43K -709 -4%
PI
91
PFS Investments
Georgia
$957K +$375K +6,197 +65%
AA
92
Alesco Advisors
New York
$944K +$196K +3,235 +26%
NAM
93
North American Management
Massachusetts
$923K +$923K +15,239 New
FANJ
94
Financial Architects (New Jersey)
New Jersey
$922K +$67.7K +1,118 +8%
SAS
95
Sage Advisory Services
Texas
$906K +$457K +7,540 +102%
SFS
96
Sowell Financial Services
Arkansas
$883K +$35.5K +586 +4%
ACA
97
Affinity Capital Advisors
California
$880K +$25.4K +419 +3%
WP
98
WealthSource Partners
California
$878K +$235K +3,875 +37%
HA
99
Harborview Advisors
Maine
$866K +$866K +14,297 New
VCM
100
Vision Capital Management
Oregon
$859K -$19.8K -327 -2%
2 3
4
5 6