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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 %
V
101
Veritable
Delaware
$1.05M +$224K +3,525 +27%
SHWM
102
Silicon Hills Wealth Management
Texas
$1.04M -$78.4K -1,236 -7%
BFG
103
Baron Financial Group
New Jersey
$998K +$998K +15,715 New
PA
104
Parkside Advisors
California
$988K +$369K +5,811 +60%
CWM
105
Cranbrook Wealth Management
Michigan
$986K +$149K +2,354 +18%
FANJ
106
Financial Architects (New Jersey)
New Jersey
$969K +$2.98K +47 +0.3%
SFS
107
Sowell Financial Services
Arkansas
$927K +$1.65K +26 +0.2%
FFBTD
108
First Financial Bank - Trust Division
Ohio
$927K +$184K +2,894 +25%
GAM
109
Gould Asset Management
California
$914K +$187K +2,950 +26%
VCM
110
Vision Capital Management
Oregon
$901K +$1.27K +20 +0.1%
SBSB
111
Sullivan, Bruyette, Speros & Blaney
Virginia
$896K +$8.19K +129 +0.9%
Renaissance Technologies
112
Renaissance Technologies
New York
$895K +$895K +14,100 New
WT
113
Whittier Trust
California
$875K +$95.1K +1,500 +12%
Bank Julius Baer & Co
114
Bank Julius Baer & Co
Switzerland
$856K +$404K +6,362 +89%
CTA
115
Chesley Taft & Associates
Illinois
$834K – – –
GC
116
Grimes & Company
Massachusetts
$819K +$43.3K +683 +6%
SFSG
117
Stearns Financial Services Group
North Carolina
$796K +$80.2K +1,263 +11%
G
118
GenTrust
Florida
$789K +$58.4K +920 +8%
GC
119
Garde Capital
Washington
$766K +$434K +6,842 +131%
SCA
120
Snowden Capital Advisors
New York
$758K +$1.46K +23 +0.2%
MIAN
121
Mariner Independent Advisor Network
Kansas
$750K -$58.4K -921 -7%
JFGLC
122
Johnson Financial Group LLC (Colorado)
Colorado
$729K -$26.8K -422 -4%
HGWM
123
Horst & Graben Wealth Management
Oregon
$725K +$725K +11,419 New
EH
124
Equitable Holdings
New York
$721K +$120K +1,895 +20%
DWT
125
Dorsey & Whitney Trust
South Dakota
$720K +$63.5K +1,000 +10%
3 4
5
6 7