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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

122 hedge funds and large institutions have $291M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
33
Increased
63
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$33.6M
2
Bank of America
2
Bank of America
North Carolina
$48.1M
3
Ameriprise
3
Ameriprise
Minnesota
$17.6M
4
UBS Group
4
UBS Group
Switzerland
$28.7M
5
BWP
5
BSW Wealth Partners
Colorado
$9.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
RCS
2
Retirement Capital Strategies
California
$500K
3
GAM
3
Gould Asset Management
California
$504K
4
CG
4
Colony Group
Massachusetts
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
101
North Star Investment Management
Illinois
$24K +$231 +4 +1%
WANY
102
Wealthspire Advisors (New York)
New York
$22K +$22K +380 New
IC
103
Inscription Capital
Texas
$22K +$22K +384 New
TFO
104
Tarbox Family Office
California
$22K +$22K +386 New
MA
105
MCF Advisors
Kentucky
$19K +$172 +3 +0.9%
AG
106
Advisor Group
Arizona
$18K -$99.7K -1,706 -85%
AIM
107
Advantage Investment Management
Iowa
$13K +$13K +234 New
AC
108
Avestar Capital
New York
$11K – – –
AOWM
109
Alpha Omega Wealth Management
Virginia
$11K +$11K +185 New
APC
110
Aspire Private Capital
North Carolina
$9K +$9K +159 New
IA
111
IFP Advisors
Florida
$8K -$2.3K -42 -22%
SWP
112
Strategic Wealth Partners
Ohio
$6K – – –
PA
113
Parallel Advisors
California
$5K – – –
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$3K – – –
WTB
116
Washington Trust Bank
Washington
$3K +$3K +50 New
CGI
117
Cougar Global Investments
Ontario, Canada
$2K – – –
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
YWP
119
YorkBridge Wealth Partners
New York
$2K – – –
Citadel Advisors
120
Citadel Advisors
Florida
– -$7.27M -109,649 Closed
CG
121
Colony Group
Massachusetts
– -$300K -4,537 Closed
Baird Financial Group
122
Baird Financial Group
Wisconsin
– -$299K -4,510 Closed
WSTAM
123
Wilbanks Smith & Thomas Asset Management
Virginia
– -$114K -1,718 Closed
SWP
124
Stratos Wealth Partners
Ohio
– -$70K -1,054 Closed
Citigroup
125
Citigroup
New York
– -$46K -691 Closed
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5
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