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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

67 hedge funds and large institutions have $70.6M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
67
Holders Change
+17
Holders Change %
+34%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
27
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.98M
2
BlackRock
2
BlackRock
New York
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.98M
4
Bank of America
4
Bank of America
North Carolina
$4.09M
5
SEI Investments
5
SEI Investments
Pennsylvania
$1.98M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
Jane Street
2
Jane Street
New York
$0
3
PFO
3
Pathstone Family Office
New Jersey
$0
4
Wells Fargo
4
Wells Fargo
California
$0
5
SCA
5
Snowden Capital Advisors
New York
$679K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$27.3M 405,087 +85,032 +27%
UBS Group
2
UBS Group
Switzerland
$7.98M 118,464 +98,989 +508%
Morgan Stanley
3
Morgan Stanley
New York
$5.98M 88,778 +54,629 +160%
Bank of America
4
Bank of America
North Carolina
$4.09M 60,801 +42,458 +231%
SEI Investments
5
SEI Investments
Pennsylvania
$1.98M 29,424 +26,105 +787%
Goldman Sachs
6
Goldman Sachs
New York
$1.91M 28,438 +9,169 +48%
PO
7
Private Ocean
California
$1.86M 27,632 +6,207 +29%
DADC
8
D.A. Davidson & Co
Montana
$1.51M 22,444 +19,302 +614%
WCM
9
Windsor Capital Management
Arizona
$1.44M 21,330 +21,330 New
LGWM
10
Litman Gregory Wealth Management
California
$1.36M 20,174 +19,032 +1,667%
BWM
11
Baystate Wealth Management
Massachusetts
$1.23M 17,877 +3,010 +20%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.16M 17,230 +5,220 +43%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$1.04M 15,446 +441 +3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$913K 13,561 +10,965 +422%
FLPIM
15
F.L. Putnam Investment Management
Massachusetts
$904K 13,428 +13,428 New
BAAM
16
Baker Avenue Asset Management
California
$786K 11,677 +520 +5%
GAM
17
Gould Asset Management
California
$693K 10,300 -1,110 -10%
LPL Financial
18
LPL Financial
California
$688K 10,217 +3,202 +46%
SCA
19
Snowden Capital Advisors
New York
$679K 10,092 -1,410 -12%
Citadel Advisors
20
Citadel Advisors
Florida
$661K 9,823 +9,823 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$555K 8,256 +2,006 +32%
FANJ
22
Financial Architects (New Jersey)
New Jersey
$497K 7,377 +2,329 +46%
PAS
23
Park Avenue Securities
New York
$394K 5,918 +2,521 +74%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$381K 5,659 +5,659 New
TCOV
25
Trust Company of Vermont
Vermont
$340K 5,050 +1,835 +57%
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