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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 %
LFG
176
LifePlan Financial Group
Ohio
$75K – – –
FA
177
Forefront Analytics
Pennsylvania
$73.6K +$73.6K +1,384 New
TPWA
178
TRUE Private Wealth Advisors
Oregon
$73K +$52.8K +996 +261%
PCIA
179
Prime Capital Investment Advisors
Kansas
$61K – – –
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$55K -$127K -2,486 -70%
AF
181
Advisornet Financial
Minnesota
$48K +$11.1K +209 +30%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$47K +$47K +880 New
VNA
183
Valley National Advisers
Pennsylvania
$45K +$1.87K +35 +4%
WTC
184
WhitTier Trust Company
Nevada
$44K – – –
AC
185
AlphaCore Capital
California
$43K +$43K +817 New
AIP
186
Ameritas Investment Partners
Nebraska
$40K – – –
WAP
187
Wealthcare Advisory Partners
Pennsylvania
$40K +$7.8K +145 +24%
GWM
188
Geneos Wealth Management
Colorado
$38K – – –
PCFFS
189
Pacific Center for Financial Services
California
$36K -$8.99K -168 -20%
GC
190
Grace Capital
Massachusetts
$33K – – –
FEG
191
Financial Enhancement Group
Indiana
$30K – – –
CAL
192
Capital Analysts LLC
Pennsylvania
$27K +$27K +515 New
MA
193
MCF Advisors
Kentucky
$25K – – –
OPS
194
Orion Portfolio Solutions
Nebraska
$24K +$24K +445 New
NSIM
195
North Star Investment Management
Illinois
$23K – – –
FCA
196
FinTrust Capital Advisors
South Carolina
$22K – – –
OAM
197
Oppenheimer Asset Management
New York
$17K +$17K +314 New
FHA
198
Flagship Harbor Advisors
Massachusetts
$16K -$31.5K -600 -66%
FWP
199
FAS Wealth Partners
Kansas
$15K +$385 +7 +3%
PA
200
Procyon Advisors
Connecticut
$14K +$7.29K +140 +109%
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