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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 %
AWS
151
AJ Wealth Strategies
New York
$241K – – –
BPA
152
Beacon Pointe Advisors
California
$239K +$239K +4,498 New
MCM
153
Maxim Capital Management
California
$230K +$230K +4,318 New
KLI
154
Kelman-Lazarov Inc
Tennessee
$221K +$44K +826 +25%
WCFA
155
Walkner Condon Financial Advisors
Wisconsin
$215K -$170K -3,210 -44%
WB
156
WesBanco Bank
West Virginia
$215K +$27.1K +508 +14%
TCOV
157
Trust Company of Vermont
Vermont
$214K +$19K +359 +10%
TFA
158
TPG Financial Advisors
Oregon
$208K +$902 +17 +0.4%
NCM
159
Neumann Capital Management
California
$205K +$205K +3,855 New
HB
160
Homrich & Berg
Georgia
$205K +$205K +3,860 New
EIG
161
Ellenbecker Investment Group
Wisconsin
$203K +$5K +94 +3%
TFO
162
Tarbox Family Office
California
$183K +$163K +3,060 +793%
PA
163
Parallel Advisors
California
$178K +$25.1K +475 +16%
Citigroup
164
Citigroup
New York
$177K -$1.39K -26 -0.8%
ACA
165
Atlas Capital Advisors
Wyoming
$170K +$4.25K +80 +3%
PAI
166
Pittenger & Anderson Inc
Nebraska
$141K -$10.6K -198 -7%
ADL
167
Asset Dedication LLC
California
$131K +$11.9K +222 +10%
TF
168
TimeScale Financial
Massachusetts
$129K +$129K +2,443 New
FHA
169
First Horizon Advisors
Tennessee
$120K -$16.5K -312 -12%
SIAP
170
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$112K – – –
TFS
171
TrustCore Financial Services
Tennessee
$109K +$10.7K +201 +11%
PCG
172
Private Capital Group
Connecticut
$105K +$37.5K +706 +56%
IA
173
IFP Advisors
Florida
$100K +$99.8K +1,856 +61,867%
AWM
174
AllSquare Wealth Management
New York
$81K – – –
WCM
175
Wealthcare Capital Management
Virginia
$77K +$7.2K +135 +10%
5 6
7
8 9