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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

200 hedge funds and large institutions have $999M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
200
Holders Change
+28
Holders Change %
+16.28%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
40
Increased
100
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$217M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$34.7M
3
PCA
3
Personal Capital Advisors
California
$99.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.4M

Top Sellers

1
FTIOP
1
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
2
FEG
2
Fund Evaluation Group
Ohio
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$15.9M
4
BlackRock
4
BlackRock
New York
$40M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$217M 3,150,305 +1,797,450 +133%
PCA
2
Personal Capital Advisors
California
$99.6M 1,448,436 +260,821 +22%
Morgan Stanley
3
Morgan Stanley
New York
$46.9M 682,198 +111,324 +20%
BlackRock
4
BlackRock
New York
$40M 581,818 -10,109 -2%
UBS Group
5
UBS Group
Switzerland
$38.5M 559,761 +79,611 +17%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$38M 553,314 +119,595 +28%
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$37.7M 548,733 +60,151 +12%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$34.7M 504,900 +493,047 +4,160%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$31.4M 457,323 +136,367 +42%
Goldman Sachs
10
Goldman Sachs
New York
$25.1M 365,187 +116,685 +47%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$21.9M 317,944 +30,280 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$21.8M 317,008 +191,634 +153%
Wells Fargo
13
Wells Fargo
California
$19.8M 287,819 +81,270 +39%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$17M 214,512 – –
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$15.9M 231,849 -10,562 -4%
William Blair & Company
16
William Blair & Company
Illinois
$15.8M 229,219 +883 +0.4%
Ameriprise
17
Ameriprise
Minnesota
$15.4M 223,055 -6,792 -3%
Creative Planning
18
Creative Planning
Kansas
$14.9M 217,105 -169 -0.1%
EI
19
Ellevest Inc
New York
$12.9M 187,048 +19,711 +12%
PO
20
Private Ocean
California
$11.7M 169,734 +12,408 +8%
HPWM
21
Highland Private Wealth Management
Washington
$11M 160,227 +34,547 +27%
EWA
22
EP Wealth Advisors
California
$10.6M 154,782 +2,987 +2%
FT
23
Fiduciary Trust
Massachusetts
$9.56M 139,052 +52,370 +60%
DADC
24
D.A. Davidson & Co
Montana
$9.22M 134,078 +32,522 +32%
NA
25
Nottingham Advisors
New York
$8.17M 118,799 +590 +0.5%
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