ESGD icon

iShares ESG Aware MSCI EAFE ETF

369 hedge funds and large institutions have $3.84B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 211 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+48
Holders Change %
+14.95%
% of All Funds
6.5%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
67
Increased
211
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
251
Opal Wealth Advisors
New York
$297K +$15K +198 +5%
WAP
252
Wealthcare Advisory Partners
Pennsylvania
$297K +$69.9K +922 +31%
UAS
253
United Asset Strategies
New York
$296K +$49.9K +658 +20%
GAM
254
Gemmer Asset Management
California
$294K
GWM
255
Geneos Wealth Management
Colorado
$288K -$18.2K -233 -6%
OBWG
256
Onyx Bridge Wealth Group
New York
$288K +$288K +3,794 New
TCOV
257
Trust Company of Vermont
Vermont
$284K +$2.5K +33 +0.9%
AIA
258
Arbor Investment Advisors
North Carolina
$284K +$46.9K +619 +20%
CFG
259
Cooper Financial Group
California
$281K +$6.97K +92 +3%
WWM
260
WT Wealth Management
Arizona
$279K +$279K +3,681 New
PFA
261
Pathway Financial Advisors
Vermont
$277K +$12.4K +155 +5%
AP
262
Appleton Partners
Massachusetts
$277K +$41.5K +547 +18%
AC
263
AlphaCore Capital
California
$276K +$74.9K +988 +37%
WFAG
264
Wescott Financial Advisory Group
Pennsylvania
$275K +$58.1K +766 +27%
PCMC
265
Private Capital Management (Colorado)
Colorado
$272K +$272K +3,585 New
BFA
266
Bragg Financial Advisors
North Carolina
$268K
WIA
267
World Investment Advisors
California
$268K +$49.2K +628 +22%
PA
268
Parallel Advisors
California
$264K +$45K +594 +21%
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$264K +$206K +2,645 +355%
UCFA
270
United Capital Financial Advisors
Texas
$263K -$40.3K -530 -13%
PIA
271
Perennial Investment Advisors
California
$258K +$258K +3,394 New
BSB
272
Bangor Savings Bank
Maine
$257K +$7.2K +95 +3%
BAAM
273
Baker Avenue Asset Management
California
$256K -$11.9K -157 -4%
RMCM
274
Reynders McVeigh Capital Management
Massachusetts
$254K
BRWA
275
B. Riley Wealth Advisors
Florida
$253K +$253K +3,326 New