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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

266 hedge funds and large institutions have $2.38B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 136 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+21
Holders Change %
+8.57%
% of All Funds
5.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
39
Increased
136
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$517M
2
BlackRock
2
BlackRock
New York
$141M
3
PCA
3
Personal Capital Advisors
California
$157M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$19.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.49M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16M
3
TA
3
Tiedemann Advisors
New York
$2.84M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$10.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
76
Fiducient Advisors
Illinois
$1.57M – – –
FFG
77
Frisch Financial Group
New York
$1.46M – – –
SWM
78
SVA Wealth Management
Wisconsin
$1.44M -$61.8K -973 -4%
NAM
79
North American Management
Massachusetts
$1.43M +$459K +7,225 +47%
P
80
Pitcairn
Pennsylvania
$1.42M – – –
FI
81
Financial Insights
Washington
$1.41M +$437K +6,879 +45%
ASN
82
Advisory Services Network
Georgia
$1.4M +$209K +3,297 +18%
AWA
83
Alaska Wealth Advisors
Alaska
$1.38M +$235K +3,707 +21%
PWLP
84
Prio Wealth Limited Partnership
Massachusetts
$1.38M – – –
RF
85
RHS Financial
California
$1.32M -$77.6K -1,222 -6%
WP
86
WealthSource Partners
California
$1.32M +$400K +6,300 +43%
HHGA
87
Halbert Hargrove Global Advisors
California
$1.29M +$981K +15,453 +315%
QCG
88
Quadrant Capital Group
Ohio
$1.29M +$28.2K +444 +2%
SAS
89
Sage Advisory Services
Texas
$1.27M +$319K +5,026 +34%
WLIM
90
White Lighthouse Investment Management
Massachusetts
$1.27M +$263K +4,143 +26%
ACA
91
Affinity Capital Advisors
California
$1.26M +$337K +5,309 +37%
Deutsche Bank
92
Deutsche Bank
Germany
$1.25M -$1.59K -25 -0.1%
LNC
93
Lincoln National Corp
Pennsylvania
$1.24M +$644K +10,145 +108%
5L
94
55I LLC
Massachusetts
$1.24M +$162K +2,551 +15%
BEC
95
Blue Edge Capital
Virginia
$1.23M +$116K +1,829 +10%
AI
96
Accredited Investors
Minnesota
$1.22M -$14.7K -231 -1%
SC
97
Savant Capital
Illinois
$1.19M -$175K -2,756 -13%
CWM
98
Connecticut Wealth Management
Connecticut
$1.19M +$1.19M +18,686 New
AA
99
Alesco Advisors
New York
$1.15M +$155K +2,445 +16%
HA
100
Harborview Advisors
Maine
$1.06M +$153K +2,417 +17%
2 3
4
5 6