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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

50 hedge funds and large institutions have $41.3M invested in iShares ESG Aware MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
50
Holders Change
+13
Holders Change %
+35.14%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
20
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.43M
2
PO
2
Private Ocean
California
$1.45M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.31M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.02M
5
UBS Group
5
UBS Group
Switzerland
$1.32M

Top Sellers

1
BlackRock
1
BlackRock
New York
$21.7M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
Brown Advisory
3
Brown Advisory
Maryland
$0
4
SCA
4
Snowden Capital Advisors
New York
$780K
5
LGWM
5
Litman Gregory Wealth Management
California
$16.8K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$21.7M 320,055 -325,011 -50%
Morgan Stanley
2
Morgan Stanley
New York
$2.32M 34,149 +9,929 +41%
PO
3
Private Ocean
California
$1.45M 21,425 +19,857 +1,266%
Stifel Financial
4
Stifel Financial
Missouri
$1.43M 21,000 +21,000 New
UBS Group
5
UBS Group
Switzerland
$1.32M 19,475 +9,929 +104%
Goldman Sachs
6
Goldman Sachs
New York
$1.31M 19,269 +19,269 New
Bank of America
7
Bank of America
North Carolina
$1.24M 18,343 +3,815 +26%
BWM
8
Baystate Wealth Management
Massachusetts
$1.07M 14,867 +672 +5%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.02M 15,005 +15,005 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$814K 12,010 +2,804 +30%
SCA
11
Snowden Capital Advisors
New York
$780K 11,502 -6,289 -35%
GAM
12
Gould Asset Management
California
$774K 11,410 +5,280 +86%
BAAM
13
Baker Avenue Asset Management
California
$757K 11,157 +1,002 +10%
Jane Street
14
Jane Street
New York
$535K 7,882 +7,882 New
LPL Financial
15
LPL Financial
California
$476K 7,015 +2,520 +56%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$424K 6,250 +3,228 +107%
SAS
17
Sage Advisory Services
Texas
$413K 6,091 -1,701 -22%
FANJ
18
Financial Architects (New Jersey)
New Jersey
$342K 5,048 +1,892 +60%
BCI
19
Brinker Capital Investments
Pennsylvania
$285K 4,195 – –
V
20
Veritable
Delaware
$249K 3,668 – –
PAS
21
Park Avenue Securities
New York
$232K 3,397 +3,397 New
SEI Investments
22
SEI Investments
Pennsylvania
$225K 3,319 +3,319 New
TCOV
23
Trust Company of Vermont
Vermont
$218K 3,215 +595 +23%
DADC
24
D.A. Davidson & Co
Montana
$213K 3,142 +3,142 New
CWM
25
Cabot Wealth Management
Massachusetts
$202K 2,975 +2,975 New
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