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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 %
CB
176
Community Bank
New York
$331K -$952 -15 -0.3%
RW
177
RVW Wealth
California
$327K +$32.4K +510 +11%
PP
178
PDS Planning
Ohio
$326K – – –
HB
179
Homrich & Berg
Georgia
$312K +$67.2K +1,060 +27%
VC
180
Vicus Capital
Pennsylvania
$311K -$118K -1,863 -28%
BIA
181
Bigelow Investment Advisors
Maine
$306K -$16.1K -254 -5%
FFN
182
Focus Financial Network
Minnesota
$306K +$17.8K +281 +6%
ST
183
Sentinel Trust
Texas
$304K -$31K -489 -9%
CCA
184
Cobblestone Capital Advisors
New York
$300K +$5.14K +81 +2%
AWS
185
AJ Wealth Strategies
New York
$288K – – –
CWM
186
Chicago Wealth Management
Illinois
$286K -$64 -1 -0%
NCM
187
Neumann Capital Management
California
$276K +$28.6K +450 +12%
PFA
188
Pure Financial Advisors
California
$270K -$15.7K -247 -5%
SAG
189
Spotlight Asset Group
Illinois
$268K -$1.02K -16 -0.4%
CG
190
Colony Group
Massachusetts
$266K – – –
EFL
191
ERn Financial LLC
Wisconsin
$266K +$15K +237 +6%
Fisher Asset Management
192
Fisher Asset Management
Washington
$266K +$266K +4,192 New
BPA
193
Beacon Pointe Advisors
California
$264K -$7.61K -120 -3%
KLI
194
Kelman-Lazarov Inc
Tennessee
$263K – – –
Citigroup
195
Citigroup
New York
$257K +$26.2K +412 +11%
WB
196
WesBanco Bank
West Virginia
$256K – – –
CFG
197
Cooper Financial Group
California
$251K +$251K +3,956 New
UCFA
198
United Capital Financial Advisors
Texas
$250K +$38K +598 +18%
FC
199
Fulcrum Capital
Washington
$240K +$240K +3,777 New
TCOV
200
Trust Company of Vermont
Vermont
$239K -$4.77K -75 -2%
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