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iShares ESG Advanced MSCI EAFE ETF

147 hedge funds and large institutions have $325M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
39
Reduced
66
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSFS
101
Main Street Financial Solutions
Pennsylvania
$280K +$1.43K +24 +0.5%
SW
102
SVB Wealth
Massachusetts
$277K +$277K +4,650 New
AM
103
AGF Management
Ontario, Canada
$238K +$238K +4,000 New
Creative Planning
104
Creative Planning
Kansas
$229K
D
105
Dentgroup
Louisiana
$221K -$19.3K -324 -8%
WWG
106
West Wealth Group
California
$215K -$7.99K -134 -4%
BRWA
107
B. Riley Wealth Advisors
Florida
$212K -$64.6K -1,084 -23%
RJA
108
Raymond James & Associates
Florida
$210K -$289K -4,853 -58%
AG
109
Ascent Group
Virginia
$203K +$203K +3,402 New
VWM
110
Venturi Wealth Management
Texas
$195K +$195K +3,271 New
SWA
111
SOA Wealth Advisors
New York
$173K +$29.2K +490 +20%
CFD
112
Creative Financial Designs
Indiana
$139K +$1.07K +18 +0.8%
PC
113
Pecaut & Co
Iowa
$119K
ASN
114
Advisory Services Network
Georgia
$115K -$1.13K -19 -1%
MIA
115
Milestone Investment Advisors
Wisconsin
$106K
SWM
116
Sugarloaf Wealth Management
Georgia
$90.4K -$8.76K -147 -9%
CAL
117
Capital Analysts LLC
Pennsylvania
$80K -$2.14K -36 -3%
BAM
118
Belpointe Asset Management
Nevada
$79.9K -$775 -13 -1%
YAL
119
Your Advocates Ltd
Texas
$60.9K
FCA
120
FinTrust Capital Advisors
South Carolina
$47.8K
EWA
121
EverSource Wealth Advisors
Alabama
$43K -$3.64K -61 -8%
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$40.4K
OLVIG
123
Oliver Lagore Vanvalin Investment Group
Michigan
$36.3K -$38.4K -644 -51%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$33.5K -$2.8K -47 -8%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$33.1K -$21.6K -363 -40%