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iShares ESG Advanced MSCI EAFE ETF

162 hedge funds and large institutions have $347M invested in iShares ESG Advanced MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
79
Reduced
44
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$113K +$37.5K +657 +50%
HI
127
Harbour Investments
Wisconsin
$106K -$114 -2 -0.1%
CFD
128
Creative Financial Designs
Indiana
$92K -$15K -263 -14%
SWM
129
Sugarloaf Wealth Management
Georgia
$87.6K +$1.03K +18 +1%
Morgan Stanley
130
Morgan Stanley
New York
$81.3K -$37.1K -650 -31%
CAL
131
Capital Analysts LLC
Pennsylvania
$77K +$740 +13 +1%
Comerica Bank
132
Comerica Bank
Texas
$71.9K +$71.9K +1,260 New
PC
133
Pecaut & Co
Iowa
$44.6K
CFGS
134
Concourse Financial Group Securities
Alabama
$44.4K +$15.5K +271 +54%
EWA
135
EverSource Wealth Advisors
Alabama
$42.6K +$1.37K +24 +3%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$39.9K -$658K -11,059 -94%
National Bank of Canada
137
National Bank of Canada
Quebec, Canada
$38.1K
OLVIG
138
Oliver Lagore Vanvalin Investment Group
Michigan
$34.1K
AF
139
Advisornet Financial
Minnesota
$32.5K +$2.11K +37 +7%
WP
140
WealthShield Partners
North Carolina
$30K
FCA
141
FinTrust Capital Advisors
South Carolina
$28.8K -$21.5K -377 -43%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$27.5K -$229 -4 -0.8%
TIM
143
Tortoise Investment Management
New York
$26.8K
GWSG
144
GPS Wealth Strategies Group
Colorado
$25.7K
BCM
145
Bourgeon Capital Management
Connecticut
$24.3K +$4.85K +85 +25%
OP
146
ORG Partners
Indiana
$19.9K -$3.43K -60 -15%
FSWA
147
Financial Synergies Wealth Advisors
Texas
$14.4K +$1.2K +21 +9%
Bessemer Group
148
Bessemer Group
New Jersey
$8K +$8K +140 New
APC
149
Aspire Private Capital
North Carolina
$7.94K -$114 -2 -1%
KFS
150
Kelly Financial Services
Massachusetts
$7.83K +$114 +2 +1%