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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

152 hedge funds and large institutions have $538M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
18
Increased
83
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$65.1M
2
BlackRock
2
BlackRock
New York
$36.8M
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$8.68M
4
UBS Group
4
UBS Group
Switzerland
$31.5M
5
Wells Fargo
5
Wells Fargo
California
$10.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$235K
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2.92M
3
CWM
3
Connecticut Wealth Management
Connecticut
$1.21M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.35M
5
MM
5
Main Management
California
$646K
Name Market Value Shares Shares
Change 		Shares
Change %
HA
101
Harborview Advisors
Maine
$252K 3,913 +3,913 New
WLIM
102
White Lighthouse Investment Management
Massachusetts
$250K 3,890 +3,890 New
AWS
103
AJ Wealth Strategies
New York
$249K 3,878 +513 +15%
FHA
104
Flagship Harbor Advisors
Massachusetts
$236K 3,682 -100 -3%
Citadel Advisors
105
Citadel Advisors
Florida
$235K 3,654 -229,179 -98%
AC
106
Arjuna Capital
North Carolina
$230K 3,573 -547 -13%
KLI
107
Kelman-Lazarov Inc
Tennessee
$230K 3,578 -193 -5%
EIG
108
Ellenbecker Investment Group
Wisconsin
$229K 3,559 +3,559 New
AIFS
109
A&I Financial Services
Colorado
$214K 3,321 +3,321 New
BTS
110
BB&T Securities
Virginia
$213K 3,325 +3,325 New
BBNA
111
Bremer Bank National Association
Minnesota
$206K 3,203 -126 -4%
Brown Advisory
112
Brown Advisory
Maryland
$206K 3,200 – –
SIAP
113
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$188K 2,923 – –
PAI
114
Pittenger & Anderson Inc
Nebraska
$172K 2,676 – –
MWM
115
Mascoma Wealth Management
New Hampshire
$168K 2,616 +553 +27%
Citigroup
116
Citigroup
New York
$160K 2,494 -50 -2%
ADL
117
Asset Dedication LLC
California
$140K 2,152 +63 +3%
FHA
118
First Horizon Advisors
Tennessee
$130K 2,034 +8 +0.4%
GWM
119
Geneos Wealth Management
Colorado
$111K 1,728 – –
TFS
120
TrustCore Financial Services
Tennessee
$99K 1,532 +548 +56%
AWM
121
AllSquare Wealth Management
New York
$98K 1,528 – –
LFG
122
LifePlan Financial Group
Ohio
$91K 1,410 – –
SPIA
123
Steward Partners Investment Advisory
New York
$76K 1,197 +1,197 New
OIA
124
OneDigital Investment Advisors
Kansas
$74K 1,152 +252 +28%
PCIA
125
Prime Capital Investment Advisors
Kansas
$74K 1,154 +1,154 New
3 4
5
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