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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 %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$47K 740 – –
GWM
152
Geneos Wealth Management
Colorado
$46K 728 -1,000 -58%
FEG
153
Financial Enhancement Group
Indiana
$38K 591 – –
AIP
154
Ameritas Investment Partners
Nebraska
$32K 510 +510 New
MA
155
MCF Advisors
Kentucky
$30K 472 +141 +43%
EIP
156
Ellis Investment Partners
Pennsylvania
$29K 458 – –
FCA
157
FinTrust Capital Advisors
South Carolina
$27K 422 – –
NSIM
158
North Star Investment Management
Illinois
$27K 423 +423 New
TFO
159
Tarbox Family Office
California
$25K 386 – –
APSP
160
Asset Planning Services (Pennsylvania)
Pennsylvania
$25K 392 +392 New
AIM
161
Advantage Investment Management
Iowa
$15K 234 – –
RWG
162
Regal Wealth Group
California
$12K 181 +181 New
APC
163
Aspire Private Capital
North Carolina
$11K 169 – –
CGI
164
Cougar Global Investments
Ontario, Canada
$5K 75 – –
IA
165
IFP Advisors
Florida
$5K 86 +86 New
PWMG
166
Prestige Wealth Management Group
New Jersey
$3K 50 – –
JFA
167
JNBA Financial Advisors
Minnesota
$3K 40 – –
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$2K 28 -15 -35%
BWA
169
Burt Wealth Advisors
Maryland
$2K 24 – –
SF
170
Synovus Financial
Georgia
$2K 30 – –
SIAS
171
Shine Investment Advisory Services
Colorado
$2K 32 +32 New
Fidelity Investments
172
Fidelity Investments
Massachusetts
$1K 12 – –
CFA
173
Carroll Financial Associates
North Carolina
$1K 16 – –
Jane Street
174
Jane Street
New York
– – -42,806 Closed
TC
175
TownSquare Capital
Utah
– – -17,500 Closed
4 5 6
7
8