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iShares ESG Advanced MSCI EAFE ETF

116 hedge funds and large institutions have $273M invested in iShares ESG Advanced MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
48
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
76
Wade Financial Advisory
California
$284K +$284K +5,450 New
OPS
77
Orion Portfolio Solutions
Nebraska
$277K -$8.72K -167 -3%
BRWA
78
B. Riley Wealth Advisors
Florida
$272K +$3.97K +76 +1%
AA
79
Aire Advisors
California
$232K +$232K +4,453 New
AAS
80
Avantax Advisory Services
Texas
$226K -$8.55K -164 -4%
CW
81
CreativeOne Wealth
Kansas
$217K -$61.8K -1,184 -22%
AP
82
Adero Partners
California
$217K
RJA
83
Raymond James & Associates
Florida
$211K +$6.01K +115 +3%
MSFS
84
Main Street Financial Solutions
Pennsylvania
$203K +$203K +3,887 New
WIA
85
World Investment Advisors
California
$200K +$200K +3,660 New
CA
86
CoreCap Advisors
Michigan
$184K +$12.2K +234 +7%
ACA
87
Aptus Capital Advisors
Alabama
$160K +$17.4K +333 +12%
IA
88
IFP Advisors
Florida
$158K
HFS
89
Heritage Financial Services
Massachusetts
$150K +$150K +2,877 New
EWA
90
EverSource Wealth Advisors
Alabama
$146K -$5.03K -96 -3%
CFD
91
Creative Financial Designs
Indiana
$138K -$15.2K -292 -10%
APA
92
American Portfolios Advisors
New York
$134K +$77.8K +1,492 +138%
UBS Group
93
UBS Group
Switzerland
$104K -$8.34K -159 -7%
PC
94
Pecaut & Co
Iowa
$104K +$3.6K +69 +4%
OLVIG
95
Oliver Lagore Vanvalin Investment Group
Michigan
$91K -$24.3K -466 -21%
UWM
96
Urban Wealth Management
California
$74K +$74K +1,422 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$54K
SBL
98
Sargent Bickham Lagudis
Colorado
$49K +$944 +18 +2%
Morgan Stanley
99
Morgan Stanley
New York
$46K +$41.3K +799 +878%
YAL
100
Your Advocates Ltd
Texas
$37K +$16.3K +315 +79%