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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

152 hedge funds and large institutions have $538M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
18
Increased
83
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$65.1M
2
BlackRock
2
BlackRock
New York
$36.8M
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$8.68M
4
UBS Group
4
UBS Group
Switzerland
$31.5M
5
Wells Fargo
5
Wells Fargo
California
$10.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$235K
2
CWM
2
Connecticut Wealth Management
Connecticut
$1.21M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.35M
4
MM
4
Main Management
California
$646K
5
TFA
5
TPG Financial Advisors
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$74.2M 1,154,085 +60,611 +6%
PCA
2
Personal Capital Advisors
California
$65.1M 1,012,696 +226,437 +29%
BlackRock
3
BlackRock
New York
$36.8M 571,636 +96,441 +20%
Morgan Stanley
4
Morgan Stanley
New York
$34.1M 530,105 +72,442 +16%
UBS Group
5
UBS Group
Switzerland
$31.5M 489,266 +78,095 +19%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$24.6M 384,753 +44,011 +13%
Goldman Sachs
7
Goldman Sachs
New York
$17.2M 267,095 +29,874 +13%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$17M 214,512 – –
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$15.6M 242,760 +12,415 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13.7M 212,943 +54,577 +34%
Creative Planning
11
Creative Planning
Kansas
$13M 202,749 +65,640 +48%
Ameriprise
12
Ameriprise
Minnesota
$12.1M 188,348 +23,623 +14%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$11M 171,277 +27,414 +19%
Wells Fargo
14
Wells Fargo
California
$10.5M 163,999 +77,905 +90%
PO
15
Private Ocean
California
$9.45M 146,881 +19,415 +15%
EI
16
Ellevest Inc
New York
$9.17M 328,690 +7,714 +2%
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$8.68M 134,967 +86,202 +177%
NA
18
Nottingham Advisors
New York
$7.71M 119,829 +2,680 +2%
HPWM
19
Highland Private Wealth Management
Washington
$6.94M 107,910 +47,800 +80%
DADC
20
D.A. Davidson & Co
Montana
$5.55M 86,252 +13,042 +18%
FT
21
Fiduciary Trust
Massachusetts
$5.3M 82,448 +35,672 +76%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.02M 78,101 +10,306 +15%
SEI Investments
23
SEI Investments
Pennsylvania
$4.31M 66,932 +9,434 +16%
BWP
24
BSW Wealth Partners
Colorado
$3.72M 57,869 – –
WCM
25
Windsor Capital Management
Arizona
$3.54M 55,015 +968 +2%
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