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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
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$4.64M
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$15.9M
5
TC
5
TownSquare Capital
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
126
Flagship Harbor Advisors
Massachusetts
$213K 3,336 -346 -9%
Brown Advisory
127
Brown Advisory
Maryland
$205K 3,200 – –
BBNA
128
Bremer Bank National Association
Minnesota
$205K 3,203 – –
MWM
129
Mascoma Wealth Management
New Hampshire
$204K 3,189 +573 +22%
VCM
130
Vision Capital Management
Oregon
$204K 3,185 +3,185 New
CAM
131
Cresset Asset Management
Illinois
$202K 3,152 +3,152 New
PAI
132
Pittenger & Anderson Inc
Nebraska
$172K 2,677 +1 +0%
FHA
133
First Horizon Advisors
Tennessee
$169K 2,645 +611 +30%
Citigroup
134
Citigroup
New York
$160K 2,494 – –
CWM
135
Cranbrook Wealth Management
Michigan
$156K 2,439 +1,573 +182%
ADL
136
Asset Dedication LLC
California
$146K 2,261 +109 +5%
SIAP
137
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$136K 2,123 -800 -27%
FAAS
138
First Allied Advisory Services
California
$118K 1,841 +1,841 New
TFS
139
TrustCore Financial Services
Tennessee
$115K 1,798 +266 +17%
AWM
140
AllSquare Wealth Management
New York
$98K 1,528 – –
SPIA
141
Steward Partners Investment Advisory
New York
$94K 1,480 +283 +24%
LFG
142
LifePlan Financial Group
Ohio
$90K 1,410 – –
AF
143
Advisornet Financial
Minnesota
$89K 1,383 +688 +99%
PA
144
Parallel Advisors
California
$84K 1,306 +560 +75%
REMPR
145
Roof Eidam Maycock Peralta (REMP)
California
$80K 1,250 +1,250 New
PCIA
146
Prime Capital Investment Advisors
Kansas
$74K 1,154 – –
PCG
147
Private Capital Group
Connecticut
$73K 1,143 +1,143 New
ACA
148
Atlas Capital Advisors
Wyoming
$57.7K 900 +900 New
VNA
149
Valley National Advisers
Pennsylvania
$54K 837 +607 +264%
WTC
150
WhitTier Trust Company
Nevada
$53K 827 – –
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6
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