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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.04%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$175M
2
Bank of America
2
Bank of America
North Carolina
$368M
3
ST
3
Spinnaker Trust
Maine
$58.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$89M
5
Northern Trust
5
Northern Trust
Illinois
$82.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.76M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.19M
5
GTAM
5
Global Trust Asset Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$368M 6,076,547 +1,075,853 +22%
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$175M 2,887,634 +2,319,358 +408%
Morgan Stanley
3
Morgan Stanley
New York
$145M 2,394,317 +285,416 +14%
PCA
4
Personal Capital Advisors
California
$130M 2,151,973 +349,189 +19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89M 1,468,974 +703,710 +92%
Northern Trust
6
Northern Trust
Illinois
$82.5M 1,362,425 +638,273 +88%
UBS Group
7
UBS Group
Switzerland
$76M 1,254,550 +194,846 +18%
Betterment LLC
8
Betterment LLC
New York
$62.4M 1,029,599 +345,331 +50%
ST
9
Spinnaker Trust
Maine
$58.7M 968,681 +968,681 New
BlackRock
10
BlackRock
New York
$54.5M 899,596 +365,787 +69%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$51.4M 848,985 +165,127 +24%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$43.2M 713,287 +147,769 +26%
Wells Fargo
13
Wells Fargo
California
$40.8M 674,211 +235,323 +54%
Goldman Sachs
14
Goldman Sachs
New York
$30.2M 498,227 +42,799 +9%
FLPIM
15
F.L. Putnam Investment Management
Massachusetts
$30M 495,954 +117,897 +31%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$29M 478,936 +246,419 +106%
Ameriprise
17
Ameriprise
Minnesota
$21.2M 349,878 +46,662 +15%
Jane Street
18
Jane Street
New York
$19.4M 319,529 +319,529 New
William Blair & Company
19
William Blair & Company
Illinois
$17M 281,356 +2,624 +0.9%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$17M 214,512 – –
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$16.3M 269,212 +20,996 +8%
EWA
22
EP Wealth Advisors
California
$16.3M 268,692 +99,614 +59%
HPWM
23
Highland Private Wealth Management
Washington
$13.8M 228,203 +19,600 +9%
EI
24
Ellevest Inc
New York
$13.4M 220,677 +2,071 +0.9%
HCM
25
Howland Capital Management
Massachusetts
$13.3M 219,976 +73,468 +50%
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