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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

215 hedge funds and large institutions have $1.17B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 35 reducing their positions, and 27 closing their positions.

Holders
215
Holders Change
+15
Holders Change %
+7.5%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
107
Reduced
35
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$266M
2
Morgan Stanley
2
Morgan Stanley
New York
$112M
3
Northern Trust
3
Northern Trust
Illinois
$38.5M
4
Betterment LLC
4
Betterment LLC
New York
$36.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$36.4M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$20.1M
2
Jane Street
2
Jane Street
New York
$0
3
Creative Planning
3
Creative Planning
Kansas
$5.76M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.4M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$266M 5,000,694 +1,850,389 +59%
Morgan Stanley
2
Morgan Stanley
New York
$112M 2,108,901 +1,426,703 +209%
PCA
3
Personal Capital Advisors
California
$95.9M 1,802,784 +354,348 +24%
UBS Group
4
UBS Group
Switzerland
$56.3M 1,059,704 +499,943 +89%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$40.7M 765,264 +307,941 +67%
Northern Trust
6
Northern Trust
Illinois
$38.5M 724,152 +699,421 +2,828%
Betterment LLC
7
Betterment LLC
New York
$36.4M 684,268 +684,268 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$36.4M 683,858 +654,234 +2,208%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$30.2M 568,276 +63,376 +13%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$30.1M 565,518 +12,204 +2%
BlackRock
11
BlackRock
New York
$28.4M 533,809 -48,009 -8%
Goldman Sachs
12
Goldman Sachs
New York
$24.2M 455,428 +90,241 +25%
Wells Fargo
13
Wells Fargo
California
$23.3M 438,888 +151,069 +52%
FLPIM
14
F.L. Putnam Investment Management
Massachusetts
$20.1M 378,057 -170,676 -31%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$17M 214,512 – –
Ameriprise
16
Ameriprise
Minnesota
$15.9M 303,216 +80,161 +36%
William Blair & Company
17
William Blair & Company
Illinois
$14.8M 278,732 +49,513 +22%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$13.2M 248,216 -69,728 -22%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$12.4M 232,517 -84,491 -27%
EI
20
Ellevest Inc
New York
$11.6M 218,606 +31,558 +17%
HPWM
21
Highland Private Wealth Management
Washington
$11.1M 208,603 +48,376 +30%
DADC
22
D.A. Davidson & Co
Montana
$9.43M 177,372 +43,294 +32%
Citadel Advisors
23
Citadel Advisors
Florida
$9.2M 172,978 +172,978 New
EWA
24
EP Wealth Advisors
California
$8.99M 169,078 +14,296 +9%
ECM
25
ETrade Capital Management
Virginia
$8.79M 165,320 +89,225 +117%
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