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iShares ESG Advanced MSCI EAFE ETF

186 hedge funds and large institutions have $441M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
186
Holders Change
+24
Holders Change %
+14.81%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
79
Reduced
55
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LRIA
76
Leonard Rickey Investment Advisors
Washington
$711K 11,127 +416 +4%
APW
77
Austin Private Wealth
Texas
$696K 10,895 +624 +6%
WA
78
Wealth Alliance
New York
$694K 10,861 +81 +0.8%
CAM
79
Crestone Asset Management
Colorado
$692K 10,826 +784 +8%
DI
80
DFPG Investments
Utah
$660K 10,569 -637 -6%
EWM
81
Empirical Wealth Management
Washington
$648K 10,150
VWA
82
VERITY Wealth Advisors
United States
$643K 10,069 -276 -3%
SWP
83
Stratos Wealth Partners
Ohio
$577K 9,025 -116 -1%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$562K 8,796 -20,229 -70%
MC
85
Moors & Cabot
Massachusetts
$560K 8,769 +1,393 +19%
KAS
86
Kestra Advisory Services
Texas
$559K 8,757 -264 -3%
DT
87
Diversified Trust
Tennessee
$547K 8,560 -288 -3%
Creative Planning
88
Creative Planning
Kansas
$530K 8,295 +8,295 New
CA
89
Cetera Advisors
Colorado
$520K 8,144 +295 +4%
MPW
90
MA Private Wealth
California
$513K 8,027 -32 -0.4%
AAS
91
Avantax Advisory Services
Texas
$509K 7,970 +91 +1%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$495K 7,691 +7,021 +1,048%
RWP
93
Revolve Wealth Partners
New Jersey
$488K 7,638 +7,638 New
OL
94
Optas LLC
Texas
$486K 7,599 -1,354 -15%
WIA
95
World Investment Advisors
California
$477K 7,471 +453 +6%
SCA
96
Snowden Capital Advisors
New York
$474K 7,421 +165 +2%
AWM
97
AE Wealth Management
Kansas
$452K 7,036 -225 -3%
RIA
98
Regal Investment Advisors
Michigan
$449K 7,022 -138 -2%
AIA
99
Ally Invest Advisors
North Carolina
$442K 6,924 +504 +8%
MYIA
100
Mount Yale Investment Advisors
Colorado
$440K 6,889 +177 +3%