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iShares ESG Aware MSCI EAFE ETF

266 hedge funds and large institutions have $2.38B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 136 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+21
Holders Change %
+8.57%
% of All Funds
5.38%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
39
Increased
136
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIAP
226
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$95K -$39.5K -623 -29%
VNA
227
Valley National Advisers
Pennsylvania
$91K +$37.8K +599 +71%
LFG
228
LifePlan Financial Group
Ohio
$90K
TPWA
229
TRUE Private Wealth Advisors
Oregon
$87K
WP
230
WealthShield Partners
North Carolina
$82K
AF
231
Advisornet Financial
Minnesota
$82K +$16.9K +266 +26%
GWM
232
Geneos Wealth Management
Colorado
$63K
SIAS
233
Shine Investment Advisory Services
Colorado
$57K +$21.6K +337 +61%
VFA
234
Valeo Financial Advisors
Indiana
$53K
AIP
235
Ameritas Investment Partners
Nebraska
$48K
LC
236
Lindbrook Capital
California
$48K +$48K +762 New
NFG
237
Next Financial Group
Texas
$48K +$48K +763 New
RFA
238
Reilly Financial Advisors
California
$47K +$47K +740 New
CAL
239
Capital Analysts LLC
Pennsylvania
$46K +$13K +204 +39%
PCFFS
240
Pacific Center for Financial Services
California
$43K
HFRG
241
Houlihan Financial Resource Group
Virginia
$42K +$42K +600 New
EIP
242
Ellis Investment Partners
Pennsylvania
$38K
FCH
243
Freestone Capital Holdings
Washington
$37.1K +$37.1K +584 New
FP
244
Fiduciary Planning
Florida
$35K +$35K +559 New
F
245
F3Logic
Minnesota
$34.8K +$34.8K +549 New
MA
246
MCF Advisors
Kentucky
$31K
RIM
247
Rockbridge Investment Management
New York
$28K +$28K +436 New
NSIM
248
North Star Investment Management
Illinois
$26K -$938 -15 -3%
IWP
249
IAG Wealth Partners
Wisconsin
$26K
PMFA
250
Plante Moran Financial Advisors
Michigan
$26K +$26K +415 New