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iShares ESG Advanced MSCI EAFE ETF

207 hedge funds and large institutions have $600M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
111
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OLVIG
176
Oliver Lagore Vanvalin Investment Group
Michigan
$57.1K +$10.9K +152 +24%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$53.4K -$1.17M -16,182 -96%
WP
178
WealthShield Partners
North Carolina
$52.7K +$13.3K +184 +34%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$48.9K
GWSG
180
GPS Wealth Strategies Group
Colorado
$48.4K
HDIM
181
Hanson & Doremus Investment Management
Vermont
$44K +$7.47K +103 +20%
FCA
182
FinTrust Capital Advisors
South Carolina
$41.6K -$5.26K -73 -11%
CAM
183
Clarity Asset Management
Iowa
$40.5K +$40.5K +562 New
CPBTD
184
Central Pacific Bank - Trust Division
Hawaii
$39.3K +$39.3K +546 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$38.8K -$15.2K -211 -28%
Jones Financial Companies
186
Jones Financial Companies
Missouri
$36.8K +$36.8K +510 New
TIM
187
Tortoise Investment Management
New York
$33.9K
GM
188
GeoWealth Management
Illinois
$32.2K +$32.2K +447 New
OP
189
ORG Partners
Indiana
$30.8K +$5.76K +80 +23%
B
190
Birchbrook
Maine
$29.3K -$1.8K -25 -6%
AAP
191
Arax Advisory Partners
Colorado
$25.1K +$25.1K +349 New
GWM
192
Geneos Wealth Management
Colorado
$20.7K +$20.7K +288 New
MWA
193
MFA Wealth Advisors
Pennsylvania
$19.3K
GSEP
194
Golden State Equity Partners
California
$16.7K +$16.7K +232 New
RCM
195
Richardson Capital Management
Wisconsin
$16.1K
GFPC
196
Global Financial Private Client
Florida
$14.4K +$3.53K +49 +32%
CFO
197
CVA Family Office
Colorado
$14.2K
CFG
198
Copley Financial Group
California
$11.7K +$11.7K +162 New
PA
199
PSI Advisors
Florida
$5.9K
CSWM
200
Cassady Schiller Wealth Management
Ohio
$5.35K