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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

172 hedge funds and large institutions have $667M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
172
Holders Change
+20
Holders Change %
+13.16%
% of All Funds
3.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
32
Increased
79
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$31.3M
2
William Blair & Company
2
William Blair & Company
Illinois
$14.6M
3
Bank of America
3
Bank of America
North Carolina
$86.7M
4
PCA
4
Personal Capital Advisors
California
$76.1M
5
EWA
5
EP Wealth Advisors
California
$9.73M

Top Sellers

1
EI
1
Ellevest Inc
New York
$10.7M
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$15.9M
4
TC
4
TownSquare Capital
Utah
$0
5
UBS Group
5
UBS Group
Switzerland
$30.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$86.7M 1,352,855 +198,770 +17%
PCA
2
Personal Capital Advisors
California
$76.1M 1,187,615 +174,919 +17%
BlackRock
3
BlackRock
New York
$38M 591,927 +20,291 +4%
Morgan Stanley
4
Morgan Stanley
New York
$36.6M 570,874 +40,769 +8%
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$31.3M 488,582 +353,615 +262%
UBS Group
6
UBS Group
Switzerland
$30.8M 480,150 -9,116 -2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$27.8M 433,719 +48,966 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.6M 320,956 +108,013 +51%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$18.4M 287,664 +44,904 +18%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$17M 214,512 – –
Goldman Sachs
11
Goldman Sachs
New York
$15.9M 248,502 -18,593 -7%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$15.5M 242,411 +71,134 +42%
Ameriprise
13
Ameriprise
Minnesota
$14.7M 229,847 +41,499 +22%
William Blair & Company
14
William Blair & Company
Illinois
$14.6M 228,336 +219,646 +2,528%
Creative Planning
15
Creative Planning
Kansas
$13.9M 217,274 +14,525 +7%
Wells Fargo
16
Wells Fargo
California
$13.2M 206,549 +42,550 +26%
EI
17
Ellevest Inc
New York
$10.7M 167,337 -161,353 -49%
PO
18
Private Ocean
California
$10.1M 157,326 +10,445 +7%
EWA
19
EP Wealth Advisors
California
$9.73M 151,795 +114,965 +312%
HPWM
20
Highland Private Wealth Management
Washington
$8.06M 125,680 +17,770 +16%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.04M 125,374 +75,212 +150%
NA
22
Nottingham Advisors
New York
$7.58M 118,209 -1,620 -1%
DADC
23
D.A. Davidson & Co
Montana
$6.51M 101,556 +15,304 +18%
HCM
24
Howland Capital Management
Massachusetts
$6.17M 96,258 +96,258 New
FT
25
Fiduciary Trust
Massachusetts
$5.56M 86,682 +4,234 +5%
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