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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

122 hedge funds and large institutions have $291M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
33
Increased
63
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$33.6M
2
Bank of America
2
Bank of America
North Carolina
$48.1M
3
Ameriprise
3
Ameriprise
Minnesota
$17.6M
4
UBS Group
4
UBS Group
Switzerland
$28.7M
5
BWP
5
BSW Wealth Partners
Colorado
$9.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
RCS
2
Retirement Capital Strategies
California
$500K
3
GAM
3
Gould Asset Management
California
$504K
4
CG
4
Colony Group
Massachusetts
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$48.1M 838,979 +523,019 +166%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$33.6M 586,159 +565,476 +2,734%
UBS Group
3
UBS Group
Switzerland
$28.7M 500,926 +238,598 +91%
BlackRock
4
BlackRock
New York
$26.7M 465,972 +20,216 +5%
Ameriprise
5
Ameriprise
Minnesota
$17.6M 306,901 +253,203 +472%
Morgan Stanley
6
Morgan Stanley
New York
$17.2M 300,030 +46,781 +18%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$12.8M 222,379 +66,334 +43%
Goldman Sachs
8
Goldman Sachs
New York
$10M 174,911 +73,381 +72%
BWP
9
BSW Wealth Partners
Colorado
$9.5M 165,545 +165,545 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.86M 102,111 +42,012 +70%
PO
11
Private Ocean
California
$5.85M 101,855 +40,625 +66%
EI
12
Ellevest Inc
New York
$4.62M 80,798 +80,798 New
DADC
13
D.A. Davidson & Co
Montana
$3.55M 61,817 +16,166 +35%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$3.47M 60,452 +55,358 +1,087%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$3.19M 55,642 +55,642 New
SEI Investments
16
SEI Investments
Pennsylvania
$3.15M 54,983 +5,978 +12%
Wells Fargo
17
Wells Fargo
California
$3.05M 53,091 +29,716 +127%
Creative Planning
18
Creative Planning
Kansas
$3.02M 52,575 +52,575 New
WCM
19
Windsor Capital Management
Arizona
$2.87M 49,999 +10,133 +25%
Jane Street
20
Jane Street
New York
$2.4M 41,803 +23,240 +125%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.96M 34,150 +11,828 +53%
CWM
22
Connecticut Wealth Management
Connecticut
$1.68M 29,290 +21,560 +279%
BWM
23
Baystate Wealth Management
Massachusetts
$1.64M 27,133 +5,510 +25%
LPL Financial
24
LPL Financial
California
$1.56M 27,229 +1,981 +8%
PWLP
25
Prio Wealth Limited Partnership
Massachusetts
$1.56M 27,200 +3,600 +15%
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