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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

37 hedge funds and large institutions have $55.4M invested in iShares ESG Aware MSCI EAFE ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+9
Holders Change %
+32.14%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.61M
2
PPA
2
Parametric Portfolio Associates
Washington
$1.03M
3
Brown Advisory
3
Brown Advisory
Maryland
$531K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$610K
5
Wells Fargo
5
Wells Fargo
California
$359K

Top Sellers

1
BlackRock
1
BlackRock
New York
$42.7M
2
Jane Street
2
Jane Street
New York
$0
3
SCA
3
Snowden Capital Advisors
New York
$1.18M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
Bank of America
5
Bank of America
North Carolina
$963K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$42.7M 645,066 -155,014 -19%
Morgan Stanley
2
Morgan Stanley
New York
$1.61M 24,220 +24,220 New
SCA
3
Snowden Capital Advisors
New York
$1.18M 17,791 -11,138 -39%
PPA
4
Parametric Portfolio Associates
Washington
$1.03M 15,611 +15,611 New
LGWM
5
Litman Gregory Wealth Management
California
$1.01M 15,268 +1,649 +12%
Bank of America
6
Bank of America
North Carolina
$963K 14,528 -3,267 -18%
BWM
7
Baystate Wealth Management
Massachusetts
$940K 14,195 +922 +7%
BAAM
8
Baker Avenue Asset Management
California
$673K 10,155 – –
UBS Group
9
UBS Group
Switzerland
$632K 9,546 +4,906 +106%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$610K 9,206 +7,662 +496%
Brown Advisory
11
Brown Advisory
Maryland
$531K 8,018 +8,018 New
SAS
12
Sage Advisory Services
Texas
$516K 7,792 +3,167 +68%
GAM
13
Gould Asset Management
California
$406K 6,130 +775 +14%
Wells Fargo
14
Wells Fargo
California
$359K 5,416 +5,416 New
LPL Financial
15
LPL Financial
California
$298K 4,495 +1,127 +33%
BCI
16
Brinker Capital Investments
Pennsylvania
$278K 4,195 +628 +18%
V
17
Veritable
Delaware
$243K 3,668 – –
FANJ
18
Financial Architects (New Jersey)
New Jersey
$209K 3,156 – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$200K 3,022 +3,022 New
SIAP
20
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$194K 2,923 – –
TCOV
21
Trust Company of Vermont
Vermont
$174K 2,620 +997 +61%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$124K 1,880 – –
PO
23
Private Ocean
California
$104K 1,568 +1,568 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$80K 1,200 +1,200 New
GWM
25
Geneos Wealth Management
Colorado
$76K 1,150 +1,000 +667%
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