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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 %
MSFS
101
Main Street Financial Solutions
Pennsylvania
$423K 6,629 -170 -3%
Betterment LLC
102
Betterment LLC
New York
$414K 6,475 -191 -3%
PFA
103
Pathway Financial Advisors
Vermont
$408K 6,381
AM
104
AGF Management
Ontario, Canada
$383K 6,000 -400 -6%
FHA
105
First Horizon Advisors
Tennessee
$381K 5,967 -114 -2%
WI
106
WrapManager Inc
California
$381K 5,960 -222 -4%
JBA
107
Johnson Bixby & Associates
Washington
$375K 5,875 -65 -1%
FIM
108
Freedom Investment Management
Connecticut
$366K 5,728 +5,728 New
BCI
109
Brinker Capital Investments
Pennsylvania
$365K 5,754 +355 +7%
OPS
110
Orion Portfolio Solutions
Nebraska
$365K 5,754 +355 +7%
RBA
111
Richard Bernstein Advisors
New York
$360K 5,633 -1,351 -19%
KFSC
112
Keystone Financial Services (Colorado)
Colorado
$360K 5,632 +652 +13%
SB
113
Strategic Blueprint
Georgia
$354K 5,544 +153 +3%
HPFG
114
Hart & Patterson Financial Group
Massachusetts
$353K 5,527 +5,527 New
TC
115
TownSquare Capital
Utah
$349K 5,469 -369 -6%
OWMIAS
116
One Wealth Management Investment & Advisory Services
Florida
$349K 5,469 +5,469 New
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$337K 5,276 +8 +0.2%
MPW
118
Monterey Private Wealth
California
$326K 5,106 +46 +0.9%
PTC
119
Private Trust Company
Ohio
$323K 5,059
5SA
120
5th Street Advisors
Connecticut
$321K 5,025 -26 -0.5%
SWA
121
Stratos Wealth Advisors
Ohio
$320K 5,013 +88 +2%
AA
122
Aire Advisors
California
$320K 4,997 +17 +0.3%
FFA
123
Farther Finance Advisors
California
$313K 4,897 -153 -3%
RJFSA
124
Raymond James Financial Services Advisors
Florida
$300K 4,703 -1,967 -29%
PWM
125
Perigon Wealth Management
California
$264K 4,131 -117 -3%