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iShares ESG Advanced MSCI EAFE ETF

218 hedge funds and large institutions have $618M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
133
Reduced
27
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VHAM
176
Van Hulzen Asset Management
California
$153K +$153K +2,373 New
MIA
177
Milestone Investment Advisors
Wisconsin
$152K -$775 -12 -0.5%
EPW
178
Endeavor Private Wealth
Kansas
$145K +$145K +2,238 New
JWA
179
JFS Wealth Advisors
Pennsylvania
$139K +$37.5K +580 +37%
CFD
180
Creative Financial Designs
Indiana
$139K +$31.8K +492 +30%
Comerica Bank
181
Comerica Bank
Texas
$127K +$16.9K +262 +15%
GWSG
182
GPS Wealth Strategies Group
Colorado
$126K +$82.3K +1,273 +190%
KIM
183
Kestra Investment Management
Texas
$121K +$121K +1,869 New
NP
184
NorthRock Partners
Minnesota
$116K +$18.6K +288 +19%
RP
185
Raelipskie Partnership
Ontario, Canada
$93K
SW
186
SoFi Wealth
California
$90.6K +$90.6K +1,403 New
NB
187
NBT Bank
New York
$89.8K +$7.11K +110 +9%
PS
188
Principal Securities
Iowa
$87.2K
CA
189
Continuum Advisory
Idaho
$74.2K +$2.26K +35 +3%
US Bancorp
190
US Bancorp
Minnesota
$72.4K +$1.87K +29 +3%
MJRIC
191
Mogy Joel R Investment Counsel
California
$72.1K
GRP
192
Global Retirement Partners
California
$59.8K +$7.3K +113 +14%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$54.8K +$20K +309 +57%
OLVIG
194
Oliver Lagore Vanvalin Investment Group
Michigan
$51.8K +$582 +9 +1%
WP
195
WealthShield Partners
North Carolina
$50.5K +$3.3K +51 +7%
HDIM
196
Hanson & Doremus Investment Management
Vermont
$48K +$8.79K +136 +22%
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$43.9K
Jones Financial Companies
198
Jones Financial Companies
Missouri
$32.9K
OP
199
ORG Partners
Indiana
$32.6K +$4.98K +77 +18%
TIM
200
Tortoise Investment Management
New York
$30.4K