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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

266 hedge funds and large institutions have $2.38B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 136 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+21
Holders Change %
+8.57%
% of All Funds
5.38%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
39
Increased
136
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$517M
2
BlackRock
BlackRock
New York
$141M
3
PCA
Personal Capital Advisors
California
$157M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
Jane Street
Jane Street
New York
$4.49M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16M
3
TA
Tiedemann Advisors
New York
$2.84M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$10.5M
5
Morgan Stanley
Morgan Stanley
New York
$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
151
Clarius Group LLC
Washington
$441K – – –
RJT
152
Raymond James Trust
Florida
$440K +$11K +173 +3%
JPMPWA
153
J.P. Morgan Private Wealth Advisors
California
$437K -$38.1K -600 -8%
OPS
154
Orion Portfolio Solutions
Nebraska
$434K +$23.2K +366 +6%
WCFA
155
Walkner Condon Financial Advisors
Wisconsin
$434K +$223K +3,510 +105%
APW
156
Austin Private Wealth
Texas
$433K +$433K +6,823 New
M&T Bank
157
M&T Bank
New York
$425K +$425K +6,707 New
QCM
158
Quest Capital Management
Texas
$418K – – –
PAS
159
Partnervest Advisory Services
California
$412K -$507 -8 -0.1%
SWP
160
Stratos Wealth Partners
Ohio
$407K +$1.59K +25 +0.4%
OCM
161
One Capital Management
California
$406K +$13.7K +215 +3%
MAM
162
Meeder Asset Management
Ohio
$405K +$16.4K +259 +4%
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$399K -$400K -6,297 -50%
Truist Financial
164
Truist Financial
North Carolina
$396K +$19.5K +307 +5%
COF
165
Capital One Financial
Virginia
$393K -$24.9K -392 -6%
LFA
166
Legacy Financial Advisors
Kentucky
$383K +$383K +6,037 New
LFASL
167
Lugano Financial Advisors SA (LFA)
Switzerland
$382K – – –
FHA
168
First Horizon Advisors
Tennessee
$372K – – –
PWM
169
Perigon Wealth Management
California
$366K -$42.3K -666 -10%
Prudential Financial
170
Prudential Financial
New Jersey
$361K +$110K +1,729 +44%
JFA
171
JNBA Financial Advisors
Minnesota
$355K +$1.33K +21 +0.4%
Wealth Enhancement Advisory Services
172
Wealth Enhancement Advisory Services
Minnesota
$346K +$1.84K +28 +0.5%
CIAS
173
Capital Investment Advisory Services
North Carolina
$343K +$343K +5,405 New
BCI
174
Brinker Capital Investments
Pennsylvania
$338K -$3.74K -59 -1%
RZH
175
Relyea Zuckerberg Hanson
Connecticut
$337K -$6.75K -105 -2%
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