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iShares ESG Advanced MSCI EAFE ETF

79 hedge funds and large institutions have $142M invested in iShares ESG Advanced MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+30
Holders Change %
+61.22%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
32
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JFG
26
JMG Financial Group
Illinois
$479K 7,078 +2,170 +44%
WA
27
Wealth Alliance
New York
$471K 6,961 +6,961 New
LRIA
28
Leonard Rickey Investment Advisors
Washington
$463K 6,794 +6,794 New
CCM
29
Coldstream Capital Management
Washington
$425K 6,290 +6,290 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$407K 6,018 +6,018 New
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$400K 5,909 +1,173 +25%
SCA
32
Snowden Capital Advisors
New York
$395K 5,833 +343 +6%
HF
33
HRT Financial
New York
$388K 5,733 +5,733 New
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
Creative Planning
35
Creative Planning
Kansas
$381K 5,621
3LCM
36
3D/L Capital Management
Connecticut
$368K 5,439 +580 +12%
APW
37
Austin Private Wealth
Texas
$349K 5,162 -21 -0.4%
CCG
38
Capital CS Group
California
$328K 4,846 +4,846 New
OWM
39
Opes Wealth Management
California
$293K 4,330 +970 +29%
RIA
40
Regal Investment Advisors
Michigan
$291K 4,305 +4,305 New
AP
41
Adero Partners
California
$287K 4,232
KAS
42
Kestra Advisory Services
Texas
$287K 4,240 +4,240 New
SWM
43
SigFig Wealth Management
California
$281K 4,145 +4,145 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$280K 4,134 +4,134 New
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$271K 3,997 +3,997 New
Betterment LLC
46
Betterment LLC
New York
$265K 3,911 +3,911 New
FA
47
Financial Advisors
Massachusetts
$260K 3,833 +3,833 New
VHAM
48
Van Hulzen Asset Management
California
$257K 3,800
IWC
49
Integrated Wealth Concepts
Massachusetts
$248K 3,665 +3,665 New
SB
50
Strategic Blueprint
Georgia
$244K 3,602 +3,602 New