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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

200 hedge funds and large institutions have $999M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+28
Holders Change %
+16.28%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
40
Increased
100
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$217M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$34.7M
3
PCA
3
Personal Capital Advisors
California
$99.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.4M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$6M
2
FTIOP
2
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$15.9M
5
BlackRock
5
BlackRock
New York
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
CONA
101
Capital One National Association
New York
$469K +$469K +6,827 New
SBL
102
Sargent Bickham Lagudis
Colorado
$467K – – –
VC
103
Vicus Capital
Pennsylvania
$464K +$24.2K +352 +6%
LNC
104
Lincoln National Corp
Pennsylvania
$449K +$55.5K +808 +14%
ACM
105
Anfield Capital Management
California
$447K +$447K +6,493 New
IFAM
106
Institutional & Family Asset Management
Colorado
$445K -$4.47K -65 -1%
SHGA
107
Sand Hill Global Advisors
California
$444K – – –
WLIM
108
White Lighthouse Investment Management
Massachusetts
$438K +$109K +1,590 +33%
RJT
109
Raymond James Trust
Florida
$421K +$70.3K +1,022 +20%
BCI
110
Brinker Capital Investments
Pennsylvania
$420K – – –
LFA
111
Legacy Financial Advisors
Kentucky
$419K +$37K +538 +10%
EFSCE
112
Enterprise Financial Services Corp (EFSC)
Missouri
$416K +$8.94K +130 +2%
Truist Financial
113
Truist Financial
North Carolina
$385K +$385K +5,605 New
FWCM
114
Ferguson Wellman Capital Management
Oregon
$380K -$81.7K -1,190 -18%
AIA
115
Ally Invest Advisors
North Carolina
$374K +$374K +5,442 New
FPCP
116
Fort Point Capital Partners
California
$373K – – –
WP
117
WealthSource Partners
California
$372K +$372K +5,416 New
DWT
118
Dorsey & Whitney Trust
South Dakota
$364K – – –
CB
119
Community Bank
New York
$361K -$3.44K -50 -0.9%
PP
120
PDS Planning
Ohio
$359K +$2.48K +36 +0.7%
CWM
121
Cranbrook Wealth Management
Michigan
$358K +$190K +2,764 +113%
BIA
122
Bigelow Investment Advisors
Maine
$350K +$11.3K +165 +3%
CCA
123
Cobblestone Capital Advisors
New York
$350K +$13.8K +200 +4%
US Bancorp
124
US Bancorp
Minnesota
$345K – – –
TNB
125
TCF National Bank
South Dakota
$339K +$339K +4,930 New
3 4
5
6 7