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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

99 hedge funds and large institutions have $167M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+18
Holders Change %
+22.22%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
40
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.9M
2
UBS Group
2
UBS Group
Switzerland
$17.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.23M
2
LGWM
2
Litman Gregory Wealth Management
California
$1.48M
3
CWM
3
Cornerstone Wealth Management
Missouri
$0
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
KLI
5
Kelman-Lazarov Inc
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$29.5M 445,756 +33,047 +8%
Bank of America
2
Bank of America
North Carolina
$20.9M 315,960 +187,052 +145%
UBS Group
3
UBS Group
Switzerland
$17.4M 262,328 +115,922 +79%
Morgan Stanley
4
Morgan Stanley
New York
$16.8M 253,249 +102,885 +68%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$10.3M 156,045 +16,264 +12%
Citadel Advisors
6
Citadel Advisors
Florida
$7.27M 109,649 +109,649 New
Goldman Sachs
7
Goldman Sachs
New York
$6.72M 101,530 +53,928 +113%
PO
8
Private Ocean
California
$4.06M 61,230 +13,262 +28%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.98M 60,099 +60,099 New
Ameriprise
10
Ameriprise
Minnesota
$3.56M 53,698 +42,640 +386%
SEI Investments
11
SEI Investments
Pennsylvania
$3.25M 49,005 +5,684 +13%
DADC
12
D.A. Davidson & Co
Montana
$3.02M 45,651 +8,936 +24%
WCM
13
Windsor Capital Management
Arizona
$2.64M 39,866 +11,733 +42%
LPL Financial
14
LPL Financial
California
$1.67M 25,248 +2,036 +9%
FEG
15
Fund Evaluation Group
Ohio
$1.6M 24,109 +24,109 New
PWLP
16
Prio Wealth Limited Partnership
Massachusetts
$1.56M 23,600 +1,000 +4%
Wells Fargo
17
Wells Fargo
California
$1.55M 23,375 +13,927 +147%
LGWM
18
Litman Gregory Wealth Management
California
$1.48M 22,362 -18,452 -45%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.48M 22,322 -649 -3%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$1.45M 21,822 -218 -1%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.37M 20,683 +5,350 +35%
BWM
22
Baystate Wealth Management
Massachusetts
$1.36M 21,623 +1,806 +9%
Jane Street
23
Jane Street
New York
$1.23M 18,563 -46,705 -72%
RCS
24
Retirement Capital Strategies
California
$1.23M 18,562 +12,094 +187%
CJA
25
C-J Advisory
California
$1.16M 17,515 +5,253 +43%
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