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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
Bank of America
North Carolina
$517M
2
BlackRock
BlackRock
New York
$141M
3
PCA
Personal Capital Advisors
California
$157M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
Jane Street
Jane Street
New York
$4.49M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16M
3
TA
Tiedemann Advisors
New York
$2.84M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$10.5M
5
Morgan Stanley
Morgan Stanley
New York
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$718K +$105K +1,661 +17%
MM
127
Main Management
California
$660K – – –
WIP
128
Wellesley Investment Partners
Massachusetts
$639K +$116K +1,827 +22%
MWM
129
Merriman Wealth Management
Washington
$635K +$635K +10,000 New
KP
130
Keel Point
Alabama
$621K – – –
SDWMA
131
Schneider Downs Wealth Management Advisors
Pennsylvania
$606K +$3.05K +48 +0.5%
PAG
132
Private Advisor Group
New Jersey
$601K -$7.1K -112 -1%
PA
133
Paracle Advisors
Washington
$585K – – –
IWC
134
Integrated Wealth Concepts
Massachusetts
$572K +$41.6K +655 +8%
CAN
135
Cetera Advisor Networks
California
$570K -$4.22M -66,486 -88%
RW
136
REDW Wealth
New Mexico
$570K – – –
EFSCE
137
Enterprise Financial Services Corp (EFSC)
Missouri
$547K +$119K +1,866 +28%
TC
138
Trilogy Capital
California
$542K +$120K +1,884 +28%
AC
139
Apella Capital
Connecticut
$522K +$222K +3,490 +74%
FAAS
140
First Allied Advisory Services
California
$491K +$220K +3,462 +81%
HWA
141
Hilltop Wealth Advisors
North Carolina
$481K -$31.8K -501 -6%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$478K +$448K +7,059 +1,499%
MG
143
Mather Group
Illinois
$470K +$470K +7,405 New
FWCM
144
Ferguson Wellman Capital Management
Oregon
$468K +$61.6K +970 +15%
VHAM
145
Van Hulzen Asset Management
California
$460K – – –
WR
146
Watson Rebecca
$460K +$27.6K +434 +6%
IFAM
147
Institutional & Family Asset Management
Colorado
$458K -$6.48K -102 -1%
CIBC Asset Management
148
CIBC Asset Management
Ontario, Canada
$455K – – –
BCM
149
Brookstone Capital Management
Illinois
$451K +$97.7K +1,539 +28%
TNB
150
TCF National Bank
South Dakota
$448K +$448K +7,054 New
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