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iShares ESG Advanced MSCI EAFE ETF

154 hedge funds and large institutions have $349M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
66
Reduced
44
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$1.7M 27,945 -1,027 -4%
CAN
27
Cetera Advisor Networks
California
$1.69M 27,794 +985 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.67M 27,386 +3,041 +12%
PA
29
Parkside Advisors
California
$1.63M 26,834 -1,274 -5%
VAF
30
Values Added Financial
District of Columbia
$1.49M 24,408 +24,408 New
HGWM
31
Horst & Graben Wealth Management
Oregon
$1.36M 22,280 -384 -2%
OWM
32
Opes Wealth Management
California
$1.22M 19,959 +1,244 +7%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.21M 19,780 +3,075 +18%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.19M 19,568 -1,014 -5%
Prudential Financial
35
Prudential Financial
New Jersey
$1.15M 18,805 -514 -3%
UBS Group
36
UBS Group
Switzerland
$1.13M 18,569 +3,872 +26%
SHJ
37
Sharkey, Howes & Javer
Colorado
$1.12M 18,432 +187 +1%
PL
38
Plancorp LLC
Missouri
$1.12M 18,428
AM
39
Atwater Malick
Pennsylvania
$1.1M 18,087 +18,087 New
AssetMark Inc
40
AssetMark Inc
California
$1.09M 17,845 +2,818 +19%
WP
41
WealthSource Partners
California
$1.06M 17,445 -602 -3%
OL
42
Optas LLC
Texas
$1.05M 17,192 +6,493 +61%
T
43
TCWP
Ohio
$1M 16,483 +709 +4%
EH
44
Equitable Holdings
New York
$997K 16,371 +880 +6%
WFA
45
Wade Financial Advisory
California
$941K 15,455
PP
46
Prudential plc
United Kingdom
$914K 15,000 -5,500 -27%
Bank of America
47
Bank of America
North Carolina
$907K 14,885 -1,641 -10%
CIC
48
Carnegie Investment Counsel
Ohio
$837K 13,749 +13,749 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$823K 13,519 +129 +1%
OIA
50
OneDigital Investment Advisors
Kansas
$777K 12,750 +1,486 +13%