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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 %
Citadel Advisors
51
Citadel Advisors
Florida
$772K 12,672 +12,672 New
SPIA
52
Steward Partners Investment Advisory
New York
$760K 12,482 +725 +6%
JFG
53
JMG Financial Group
Illinois
$755K 12,394 +2,064 +20%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$747K 12,271 +3,558 +41%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$727K 11,729 +11,174 +2,013%
WA
56
Wealth Alliance
New York
$691K 11,344 -122 -1%
DI
57
DFPG Investments
Utah
$672K 10,807 +111 +1%
CAM
58
Crestone Asset Management
Colorado
$670K 10,992 +494 +5%
CWM
59
Congress Wealth Management
Massachusetts
$658K 10,805 -11 -0.1%
BFO
60
Biltmore Family Office
North Carolina
$631K 10,367 -1,600 -13%
LRIA
61
Leonard Rickey Investment Advisors
Washington
$628K 10,304 -89 -0.9%
EWM
62
Empirical Wealth Management
Washington
$618K 10,150
APW
63
Austin Private Wealth
Texas
$618K 10,141 +519 +5%
VWA
64
VERITY Wealth Advisors
United States
$616K 10,117 +731 +8%
GAM
65
Gould Asset Management
California
$559K 9,175
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$549K 9,014 -2,292 -20%
DT
67
Diversified Trust
Tennessee
$544K 8,929 -240 -3%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$542K 8,898 +2,933 +49%
Wells Fargo
69
Wells Fargo
California
$501K 8,230 +2,430 +42%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$500K 8,202 -159 -2%
MPW
71
MA Private Wealth
California
$491K 8,059
AAS
72
Avantax Advisory Services
Texas
$475K 7,803 +745 +11%
AWM
73
AE Wealth Management
Kansas
$473K 7,766 +817 +12%
CA
74
Cetera Advisors
Colorado
$461K 7,574 +795 +12%
Stifel Financial
75
Stifel Financial
Missouri
$442K 7,250 -55 -0.8%