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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

147 hedge funds and large institutions have $456M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+25
Holders Change %
+20.49%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
37
Increased
66
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$49.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17M
3
Bank of America
3
Bank of America
North Carolina
$69.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$14.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.5M
2
Ameriprise
2
Ameriprise
Minnesota
$10.4M
3
BWP
3
BSW Wealth Partners
Colorado
$3.66M
4
UBS Group
4
UBS Group
Switzerland
$26M
5
TA
5
Tiedemann Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
151
Harborview Advisors
Maine
– -$261K -4,557 Closed
SGAM
152
Steinberg Global Asset Management
Florida
– -$228K -3,975 Closed
GRP
153
Global Retirement Partners
California
– -$181K -3,160 Closed
SEIA
154
Signature Estate & Investment Advisors
California
– -$157K -2,742 Closed
WANY
155
Wealthspire Advisors (New York)
New York
– -$22K -380 Closed
PA
156
Parallel Advisors
California
– -$5K -96 Closed
WTB
157
Washington Trust Bank
Washington
– -$3K -50 Closed
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