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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 %
VFA
201
Valeo Financial Advisors
Indiana
$13K +$13K +240 New
NFG
202
Next Financial Group
Texas
$12K +$12K +229 New
EIP
203
Ellis Investment Partners
Pennsylvania
$11K -$11.9K -239 -52%
RWG
204
Regal Wealth Group
California
$10K – – –
RCA
205
Rowland Carmichael Advisors
Arizona
$10K +$1.25K +23 +14%
HPC
206
HM Payson & Co
Maine
$9K -$54.9K -1,000 -86%
APC
207
Aspire Private Capital
North Carolina
$9K – – –
SF
208
Synovus Financial
Georgia
$7K +$2.7K +44 +63%
WP
209
WealthShield Partners
North Carolina
$7K +$7K +139 New
MAM
210
Meeder Asset Management
Ohio
$6K +$6K +104 New
SIAS
211
Shine Investment Advisory Services
Colorado
$5K +$787 +14 +19%
CGI
212
Cougar Global Investments
Ontario, Canada
$5K +$879 +16 +21%
AA
213
Advisory Alpha
Michigan
$4.05K +$4.05K +75 New
ME
214
McIlrath & Eck
Washington
$3K +$3K +50 New
TFA
215
Toth Financial Advisory
Virginia
$1K -$6K -60 -86%
BWA
216
Burt Wealth Advisors
Maryland
$1K – – –
Jane Street
217
Jane Street
New York
– -$7.61M -110,690 Closed
BHB
218
Bank Hapoalim BM
Israel
– -$2.99M -43,459 Closed
MWM
219
Merriman Wealth Management
Washington
– -$2.87M -41,700 Closed
IAA
220
Independent Advisor Alliance
North Carolina
– -$2.15M -31,237 Closed
NAM
221
North American Management
Massachusetts
– -$704K -10,239 Closed
SBL
222
Sargent Bickham Lagudis
Colorado
– -$467K -6,797 Closed
ACM
223
Anfield Capital Management
California
– -$447K -6,493 Closed
LFA
224
Legacy Financial Advisors
Kentucky
– -$419K -6,098 Closed
FPCP
225
Fort Point Capital Partners
California
– -$373K -5,430 Closed
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