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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

147 hedge funds and large institutions have $456M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+25
Holders Change %
+20.49%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
37
Increased
66
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$49.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17M
3
Bank of America
3
Bank of America
North Carolina
$69.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$14.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.5M
2
Ameriprise
2
Ameriprise
Minnesota
$10.4M
3
BWP
3
BSW Wealth Partners
Colorado
$3.66M
4
UBS Group
4
UBS Group
Switzerland
$26M
5
TA
5
Tiedemann Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$69.1M 1,093,474 +254,495 +30%
PCA
2
Personal Capital Advisors
California
$49.7M 786,259 +786,259 New
BlackRock
3
BlackRock
New York
$30M 475,195 +9,223 +2%
Morgan Stanley
4
Morgan Stanley
New York
$28.9M 457,663 +157,633 +53%
UBS Group
5
UBS Group
Switzerland
$26M 411,171 -89,755 -18%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$21.5M 340,742 -245,417 -42%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$17M 214,512 +213,163 +15,802%
Goldman Sachs
8
Goldman Sachs
New York
$15M 237,221 +62,310 +36%
Citadel Advisors
9
Citadel Advisors
Florida
$14.7M 232,833 +232,833 New
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$14.6M 230,345 +7,966 +4%
Ameriprise
11
Ameriprise
Minnesota
$10.4M 164,725 -142,176 -46%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10M 158,366 +56,255 +55%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$9.09M 143,863 +138,306 +2,489%
Creative Planning
14
Creative Planning
Kansas
$8.66M 137,109 +84,534 +161%
PO
15
Private Ocean
California
$8.05M 127,466 +25,611 +25%
EI
16
Ellevest Inc
New York
$7.67M 320,976 +240,178 +297%
NA
17
Nottingham Advisors
New York
$7.4M 117,149 +117,149 New
Wells Fargo
18
Wells Fargo
California
$5.44M 86,094 +33,003 +62%
DADC
19
D.A. Davidson & Co
Montana
$4.63M 73,210 +11,393 +18%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$4.28M 67,795 +7,343 +12%
HPWM
21
Highland Private Wealth Management
Washington
$3.8M 60,110 +60,110 New
BWP
22
BSW Wealth Partners
Colorado
$3.66M 57,869 -107,676 -65%
SEI Investments
23
SEI Investments
Pennsylvania
$3.64M 57,498 +2,515 +5%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$3.62M 57,214 +1,572 +3%
WCM
25
Windsor Capital Management
Arizona
$3.41M 54,047 +4,048 +8%
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