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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
+$124M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$33.9M
3
PCA
Personal Capital Advisors
California
+$17.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.37M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.64M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$3.46M
3
FEG
Fund Evaluation Group
Ohio
-$1.68M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$725K
5
BlackRock
BlackRock
New York
-$695K
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
176
Financial Enhancement Group
Indiana
$39K -$1.94K -28 -5%
MA
177
MCF Advisors
Kentucky
$32K – – –
EIP
178
Ellis Investment Partners
Pennsylvania
$31K +$135 +2 +0.4%
FCA
179
FinTrust Capital Advisors
South Carolina
$29K – – –
NSIM
180
North Star Investment Management
Illinois
$29K +$204 +3 +0.7%
TFO
181
Tarbox Family Office
California
$27K – – –
TPWA
182
TRUE Private Wealth Advisors
Oregon
$26K +$26K +382 New
FWP
183
FAS Wealth Partners
Kansas
$18K +$18K +266 New
RWG
184
Regal Wealth Group
California
$12K – – –
APC
185
Aspire Private Capital
North Carolina
$12K – – –
RCA
186
Rowland Carmichael Advisors
Arizona
$11K +$11K +161 New
AF
187
Allworth Financial
California
$11K +$11K +167 New
PA
188
Procyon Advisors
Connecticut
$9K +$9K +129 New
Fidelity Investments
189
Fidelity Investments
Massachusetts
$6K +$5.19K +77 +642%
BBA
190
Braun-Bostich & Associates
Pennsylvania
$6K +$6K +84 New
HIA
191
Harbor Investment Advisory
Maryland
$6K +$6K +87 New
CGI
192
Cougar Global Investments
Ontario, Canada
$5K – – –
SF
193
Synovus Financial
Georgia
$5K +$2.86K +40 +133%
SIAS
194
Shine Investment Advisory Services
Colorado
$5K +$2.87K +43 +134%
TFA
195
Toth Financial Advisory
Virginia
$5K +$5K +70 New
JFA
196
JNBA Financial Advisors
Minnesota
$3K – – –
PWMG
197
Prestige Wealth Management Group
New Jersey
$3K – – –
BWA
198
Burt Wealth Advisors
Maryland
$2K – – –
CFA
199
Carroll Financial Associates
North Carolina
$1K – – –
SHWM
200
Silicon Hills Wealth Management
Texas
$41 +$41 +2 New
5 6 7
8
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