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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

215 hedge funds and large institutions have $1.17B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+15
Holders Change %
+7.5%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
107
Reduced
35
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$266M
2
Morgan Stanley
Morgan Stanley
New York
$112M
3
Northern Trust
Northern Trust
Illinois
$38.5M
4
Betterment LLC
Betterment LLC
New York
$36.4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$36.4M

Top Sellers

1
FLPIM
F.L. Putnam Investment Management
Massachusetts
$20.1M
2
Jane Street
Jane Street
New York
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.52M
4
Creative Planning
Creative Planning
Kansas
$5.76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WR
126
Watson Rebecca
$360K +$145K +2,681 +67%
RJT
127
Raymond James Trust
Florida
$356K +$30.5K +573 +9%
RZH
128
Relyea Zuckerberg Hanson
Connecticut
$355K +$355K +6,675 New
COF
129
Capital One Financial
Virginia
$350K +$350K +6,579 New
QCM
130
Quest Capital Management
Texas
$349K +$349K +6,567 New
IFAM
131
Institutional & Family Asset Management
Colorado
$348K +$3.67K +69 +1%
PAS
132
Partnervest Advisory Services
California
$344K +$344K +6,469 New
FWCM
133
Ferguson Wellman Capital Management
Oregon
$338K +$44.1K +830 +15%
BBA
134
Braun-Bostich & Associates
Pennsylvania
$330K +$326K +6,409 +7,630%
OCM
135
One Capital Management
California
$328K +$328K +6,173 New
BCI
136
Brinker Capital Investments
Pennsylvania
$326K +$1.12K +21 +0.3%
EFSCE
137
Enterprise Financial Services Corp (EFSC)
Missouri
$322K +$691 +13 +0.2%
BIA
138
Bigelow Investment Advisors
Maine
$311K +$40.2K +755 +15%
SWP
139
Stratos Wealth Partners
Ohio
$304K +$106K +1,998 +54%
JFA
140
JNBA Financial Advisors
Minnesota
$286K +$284K +5,348 +13,370%
VHAM
141
Van Hulzen Asset Management
California
$283K +$283K +5,330 New
CB
142
Community Bank
New York
$278K -$1.06K -20 -0.4%
PP
143
PDS Planning
Ohio
$278K +$213 +4 +0.1%
CCA
144
Cobblestone Capital Advisors
New York
$271K – – –
PA
145
Paracle Advisors
Washington
$270K +$270K +5,079 New
EH
146
Equitable Holdings
New York
$269K +$269K +5,060 New
TNB
147
TCF National Bank
South Dakota
$262K – – –
Truist Financial
148
Truist Financial
North Carolina
$258K -$40.2K -755 -13%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$253K +$253K +4,541 New
HHGA
150
Halbert Hargrove Global Advisors
California
$248K -$664K -12,487 -73%
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6
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