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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

28 hedge funds and large institutions have $61.1M invested in iShares ESG Aware MSCI EAFE ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 0 closing their positions.

Holders
28
Holders Change
+14
Holders Change %
+100%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
8
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$657K
2
BAAM
2
Baker Avenue Asset Management
California
$636K
3
Bank of America
3
Bank of America
North Carolina
$1.12M
4
BWM
4
Baystate Wealth Management
Massachusetts
$844K
5
GAM
5
Gould Asset Management
California
$335K

Top Sellers

1
BlackRock
1
BlackRock
New York
$50.1M
2
Jane Street
2
Jane Street
New York
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$50.1M 800,080 -99,920 -11%
Jane Street
2
Jane Street
New York
$2.6M 41,446 -9,503 -19%
SCA
3
Snowden Capital Advisors
New York
$1.81M 28,929 +2,898 +11%
Bank of America
4
Bank of America
North Carolina
$1.12M 17,795 +6,941 +64%
LGWM
5
Litman Gregory Wealth Management
California
$853K 13,619 +4,609 +51%
BWM
6
Baystate Wealth Management
Massachusetts
$844K 13,273 +6,045 +84%
MML Investors Services
7
MML Investors Services
Massachusetts
$657K 10,485 +10,485 New
BAAM
8
Baker Avenue Asset Management
California
$636K 10,155 +10,155 New
GAM
9
Gould Asset Management
California
$335K 5,355 +5,355 New
UBS Group
10
UBS Group
Switzerland
$291K 4,640 +3,169 +215%
SAS
11
Sage Advisory Services
Texas
$290K 4,625 +4,625 New
V
12
Veritable
Delaware
$230K 3,668 – –
BCI
13
Brinker Capital Investments
Pennsylvania
$223K 3,567 +3,567 New
LPL Financial
14
LPL Financial
California
$211K 3,368 +3,368 New
FANJ
15
Financial Architects (New Jersey)
New Jersey
$198K 3,156 +145 +5%
SIAP
16
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$183K 2,923 – –
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$118K 1,880 +1,880 New
TCOV
18
Trust Company of Vermont
Vermont
$102K 1,623 +1,623 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$97K 1,544 +1,074 +229%
AG
20
Advisor Group
Arizona
$47K 746 +746 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$27K 422 +10 +2%
ADL
22
Asset Dedication LLC
California
$25K 402 +402 New
MA
23
MCF Advisors
Kentucky
$20K 319 +319 New
GWM
24
Geneos Wealth Management
Colorado
$9K 150 +150 New
PA
25
Parallel Advisors
California
$7K 115 +115 New
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