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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 %
AssetMark Inc
251
AssetMark Inc
California
$16K +$16K +258 New
FHA
252
Flagship Harbor Advisors
Massachusetts
$15K -$3.52K -58 -19%
FWP
253
FAS Wealth Partners
Kansas
$13K +$571 +9 +5%
MCM
254
MV Capital Management
Maryland
$12K +$12K +182 New
RWG
255
Regal Wealth Group
California
$11K
APC
256
Aspire Private Capital
North Carolina
$11K
RCA
257
Rowland Carmichael Advisors
Arizona
$8K -$3.55K -59 -31%
TIM
258
Tortoise Investment Management
New York
$4K +$4K +58 New
ME
259
McIlrath & Eck
Washington
$3K
LFG
260
Larson Financial Group
Missouri
$3K +$3K +50 New
CPW
261
Catalyst Private Wealth
California
$3K +$3K +51 New
CCM
262
Cribstone Capital Management
Maine
$3K +$3K +53 New
Fidelity Investments
263
Fidelity Investments
Massachusetts
$2K
BWA
264
Burt Wealth Advisors
Maryland
$2K
TFA
265
Toth Financial Advisory
Virginia
$1K
FCA
266
FinTrust Capital Advisors
South Carolina
$29
PGAM
267
Princeton Global Asset Management
New Jersey
-$3.11M -51,368 Closed
Citadel Advisors
268
Citadel Advisors
Florida
-$1.76M -29,000 Closed
BAAM
269
Baker Avenue Asset Management
California
-$651K -10,744 Closed
SIC
270
Sigma Investment Counselors
Michigan
-$506K -8,360 Closed
MWA
271
MFA Wealth Advisors
Pennsylvania
-$505K -8,333 Closed
TSA
272
Tri-Star Advisors
Texas
-$343K -5,426 Closed
EIG
273
Ellenbecker Investment Group
Wisconsin
-$234K -3,856 Closed
CRWM
274
Castle Rock Wealth Management
California
-$244K -3,847 Closed
TI
275
tru Independence
Oregon
-$208 -3,445 Closed