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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

200 hedge funds and large institutions have $999M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+28
Holders Change %
+16.28%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
40
Increased
100
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$217M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$34.7M
3
PCA
Personal Capital Advisors
California
$99.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
FEG
Fund Evaluation Group
Ohio
$0
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$15.9M
5
BlackRock
BlackRock
New York
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
151
Grimes & Company
Massachusetts
$210K +$210K +3,062 New
NEPPG
152
New England Professional Planning Group
Rhode Island
$203K +$203K +2,955 New
SAG
153
Spotlight Asset Group
Illinois
$200K +$200K +3,632 New
PA
154
Parallel Advisors
California
$198K +$108K +1,581 +121%
PAI
155
Pittenger & Anderson Inc
Nebraska
$195K +$11.5K +167 +6%
FHA
156
First Horizon Advisors
Tennessee
$177K -$4.53K -66 -2%
ADL
157
Asset Dedication LLC
California
$153K -$2.34K -34 -2%
SIAP
158
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$145K – – –
TFS
159
TrustCore Financial Services
Tennessee
$127K +$3.24K +47 +3%
AWM
160
AllSquare Wealth Management
New York
$105K – – –
LFG
161
LifePlan Financial Group
Ohio
$97K – – –
WCM
162
Wealthcare Capital Management
Virginia
$90K +$90K +1,309 New
PCG
163
Private Capital Group
Connecticut
$87K +$8.82K +129 +11%
HPC
164
HM Payson & Co
Maine
$80K +$80K +1,164 New
PCIA
165
Prime Capital Investment Advisors
Kansas
$79K – – –
FHA
166
Flagship Harbor Advisors
Massachusetts
$62K -$167K -2,431 -73%
PCFFS
167
Pacific Center for Financial Services
California
$58K +$58K +841 New
IFWM
168
Institute for Wealth Management
Colorado
$58K +$58K +845 New
WTC
169
WhitTier Trust Company
Nevada
$57K – – –
VNA
170
Valley National Advisers
Pennsylvania
$55K -$2.05K -30 -4%
AIP
171
Ameritas Investment Partners
Nebraska
$52K +$17.1K +250 +49%
GWM
172
Geneos Wealth Management
Colorado
$50K – – –
AF
173
Advisornet Financial
Minnesota
$48K -$47.2K -686 -50%
GC
174
Grace Capital
Massachusetts
$43K +$43K +624 New
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$41K +$39.1K +571 +2,039%
5 6
7
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