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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.04%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$175M
2
Bank of America
Bank of America
North Carolina
$368M
3
ST
Spinnaker Trust
Maine
$58.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$89M
5
Northern Trust
Northern Trust
Illinois
$82.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.76M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.52M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
CWM
Connecticut Wealth Management
Connecticut
$0
5
Deutsche Bank
Deutsche Bank
Germany
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
Meeder Asset Management
Ohio
$371K +$365K +6,024 +5,792%
LFASL
152
Lugano Financial Advisors SA (LFA)
Switzerland
$363K -$295K -4,773 -45%
Truist Financial
153
Truist Financial
North Carolina
$360K +$65.1K +1,071 +22%
FHA
154
First Horizon Advisors
Tennessee
$355K +$218K +3,605 +159%
TSA
155
Tri-Star Advisors
Texas
$343K +$343K +5,426 New
JFA
156
JNBA Financial Advisors
Minnesota
$337K +$11K +182 +3%
BCM
157
Brookstone Capital Management
Illinois
$337K +$337K +5,562 New
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$334K +$43.8K +685 +15%
MCM
159
Maxim Capital Management
California
$334K +$57.9K +906 +21%
BCI
160
Brinker Capital Investments
Pennsylvania
$327K -$45K -742 -12%
RZH
161
Relyea Zuckerberg Hanson
Connecticut
$324K -$80.2K -1,325 -20%
ST
162
Sentinel Trust
Texas
$320K +$320K +5,283 New
GC
163
Garde Capital
Washington
$317K -$127K -2,103 -29%
CB
164
Community Bank
New York
$317K – – –
PP
165
PDS Planning
Ohio
$311K -$5.33K -88 -2%
BIA
166
Bigelow Investment Advisors
Maine
$307K -$47.2K -780 -13%
HHGA
167
Halbert Hargrove Global Advisors
California
$297K +$14.8K +245 +5%
AC
168
Apella Capital
Connecticut
$287K +$287K +4,730 New
CCA
169
Cobblestone Capital Advisors
New York
$281K -$26.9K -445 -9%
RW
170
RVW Wealth
California
$281K +$281K +4,634 New
CT
171
Columbia Trust
Oregon
$277K +$277K +4,590 New
AWS
172
AJ Wealth Strategies
New York
$275K – – –
FFN
173
Focus Financial Network
Minnesota
$275K +$275K +4,536 New
CWM
174
Chicago Wealth Management
Illinois
$273K +$273K +4,500 New
PFA
175
Pure Financial Advisors
California
$272K +$272K +4,497 New
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7
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