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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 %
BPA
176
Beacon Pointe Advisors
California
$258K -$13.1K -217 -5%
FAAS
177
First Allied Advisory Services
California
$258K +$258K +4,267 New
SAG
178
Spotlight Asset Group
Illinois
$256K +$256K +4,233 New
CG
179
Colony Group
Massachusetts
$254K +$254K +4,185 New
KLI
180
Kelman-Lazarov Inc
Tennessee
$251K -$606 -10 -0.2%
WB
181
WesBanco Bank
West Virginia
$245K – – –
CRWM
182
Castle Rock Wealth Management
California
$244K +$244K +3,847 New
Prudential Financial
183
Prudential Financial
New Jersey
$240K +$240K +3,963 New
EFL
184
ERn Financial LLC
Wisconsin
$239K +$239K +3,952 New
NCM
185
Neumann Capital Management
California
$236K +$2.42K +40 +1%
HB
186
Homrich & Berg
Georgia
$234K +$61 +1 +0%
EIG
187
Ellenbecker Investment Group
Wisconsin
$234K +$2.25K +37 +1%
TCOV
188
Trust Company of Vermont
Vermont
$232K -$12.3K -203 -5%
BOPW
189
Brandywine Oak Private Wealth
Pennsylvania
$224K +$224K +3,610 New
Citigroup
190
Citigroup
New York
$220K +$19.1K +316 +10%
BFA
191
Bragg Financial Advisors
North Carolina
$214K +$214K +3,535 New
TFO
192
Tarbox Family Office
California
$210K +$1.51K +25 +0.7%
AF
193
Affiance Financial
Minnesota
$206K +$206K +3,407 New
ADL
194
Asset Dedication LLC
California
$204K +$56.7K +942 +38%
AC
195
Arjuna Capital
North Carolina
$203K +$203K +3,351 New
WCFA
196
Walkner Condon Financial Advisors
Wisconsin
$202K -$43.7K -721 -18%
UCFA
197
United Capital Financial Advisors
Texas
$202K +$202K +3,337 New
ACA
198
Atlas Capital Advisors
Wyoming
$194K +$363 +6 +0.2%
PAI
199
Pittenger & Anderson Inc
Nebraska
$180K +$19.5K +322 +12%
TFS
200
TrustCore Financial Services
Tennessee
$155K +$31.2K +516 +25%
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