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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

172 hedge funds and large institutions have $667M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
172
Holders Change
+20
Holders Change %
+13.16%
% of All Funds
3.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
32
Increased
79
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$31.3M
2
William Blair & Company
2
William Blair & Company
Illinois
$14.6M
3
Bank of America
3
Bank of America
North Carolina
$86.7M
4
PCA
4
Personal Capital Advisors
California
$76.1M
5
EWA
5
EP Wealth Advisors
California
$9.73M

Top Sellers

1
EI
1
Ellevest Inc
New York
$10.7M
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$15.9M
4
TC
4
TownSquare Capital
Utah
$0
5
UBS Group
5
UBS Group
Switzerland
$30.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FPCP
101
Fort Point Capital Partners
California
$348K 5,430 +5,430 New
BEC
102
Blue Edge Capital
Virginia
$341K 5,320 +5,320 New
CB
103
Community Bank
New York
$340K 5,300 -75 -1%
DWT
104
Dorsey & Whitney Trust
South Dakota
$340K 5,295 – –
PP
105
PDS Planning
Ohio
$332K 5,181 – –
RJT
106
Raymond James Trust
Florida
$327K 5,101 – –
US Bancorp
107
US Bancorp
Minnesota
$322K 5,020 +5,020 New
BIA
108
Bigelow Investment Advisors
Maine
$316K 4,928 +257 +6%
CCA
109
Cobblestone Capital Advisors
New York
$314K 4,890 +4,890 New
TCOV
110
Trust Company of Vermont
Vermont
$312K 4,865 +82 +2%
WLIM
111
White Lighthouse Investment Management
Massachusetts
$306K 4,775 +885 +23%
AWS
112
AJ Wealth Strategies
New York
$291K 4,536 +658 +17%
CG
113
Colony Group
Massachusetts
$287K 4,472 – –
TFA
114
TPG Financial Advisors
Oregon
$255K 3,981 +3,981 New
HA
115
Harborview Advisors
Maine
$252K 3,930 +17 +0.4%
FWM
116
Frontier Wealth Management
Missouri
$250K 3,904 +3,904 New
AIFS
117
A&I Financial Services
Colorado
$240K 3,740 +419 +13%
EIG
118
Ellenbecker Investment Group
Wisconsin
$237K 3,693 +134 +4%
KLI
119
Kelman-Lazarov Inc
Tennessee
$227K 3,543 -35 -1%
WB
120
WesBanco Bank
West Virginia
$226K 3,529 +3,529 New
JPMPWA
121
J.P. Morgan Private Wealth Advisors
California
$223K 3,472 -1,470 -30%
COI
122
Capital One Investing
Virginia
$217K 3,375 +3,375 New
SWP
123
Stratos Wealth Partners
Ohio
$217K 3,387 +3,387 New
AC
124
Arjuna Capital
North Carolina
$215K 3,351 -222 -6%
BTS
125
BB&T Securities
Virginia
$214K 3,346 +21 +0.6%
3 4
5
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