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iShares ESG Aware MSCI EAFE ETF

498 hedge funds and large institutions have $5.23B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 251 increasing their positions, 137 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+16
Holders Change %
+3.32%
% of All Funds
8.42%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.36%
New
52
Increased
251
Reduced
137
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
226
Chesley Taft & Associates
Illinois
$746K -$3.14K -50 -0.4%
RSWM
227
Robertson Stephens Wealth Management
California
$730K +$81.8K +1,305 +13%
MFG
228
Merit Financial Group
Georgia
$715K +$319K +5,080 +80%
OFG
229
Omega Financial Group
California
$707K +$526K +8,375 +290%
CAN
230
Cetera Advisor Networks
California
$702K +$54.1K +862 +8%
GWM
231
GSB Wealth Management
Connecticut
$700K +$15.6K +248 +2%
BFM
232
Boston Financial Management
Massachusetts
$694K +$337K +5,378 +95%
WA
233
Wealth Alliance
New York
$689K +$177K +2,819 +35%
PA
234
Planning Alternatives
Michigan
$687K +$203K +3,229 +42%
UCIG
235
Ulrich Consultants & Investment Group
New Mexico
$685K +$685K +10,915 New
SAS
236
Sage Advisory Services
Texas
$677K -$295K -4,693 -30%
PTC
237
Private Trust Company
Ohio
$677K +$677K +10,792 New
KLI
238
Kelman-Lazarov Inc
Tennessee
$660K +$12.5K +199 +2%
RBA
239
Richard Bernstein Advisors
New York
$659K +$288K +4,595 +78%
ADL
240
Asset Dedication LLC
California
$656K +$259K +4,107 +65%
PA
241
Parallel Advisors
California
$653K +$74.8K +1,191 +13%
PCMC
242
Private Capital Management (Colorado)
Colorado
$642K
WFA
243
Wipfli Financial Advisors
Wisconsin
$632K +$175K +2,784 +38%
RZH
244
Relyea Zuckerberg Hanson
Connecticut
$629K +$87.6K +1,395 +16%
MM
245
Main Management
California
$621K
BB
246
Bell Bank
North Dakota
$620K +$28.2K +450 +5%
CCM
247
Coldstream Capital Management
Washington
$611K +$3.7K +59 +0.6%
V
248
Veritable
Delaware
$611K +$37.4K +597 +7%
G
249
GenTrust
Florida
$598K -$63.1K -1,005 -10%
BSW
250
Buckingham Strategic Wealth
Missouri
$597K +$260K +4,151 +77%