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iShares ESG Aware MSCI EAFE ETF

495 hedge funds and large institutions have $5.99B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 270 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+79
Holders Change %
+18.99%
% of All Funds
7.64%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
101
Increased
270
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
251
Plante Moran Financial Advisors
Michigan
$636K +$211K +2,660 +50%
BPA
252
Beacon Pointe Advisors
California
$634K -$6.83K -86 -1%
GWA
253
GGM Wealth Advisors
Maryland
$634K
Financial Engines Advisors
254
Financial Engines Advisors
California
$625K +$220K +2,759 +54%
IFAM
255
Institutional & Family Asset Management
Colorado
$620K +$6.28K +79 +1%
AG
256
Ascent Group
Virginia
$618K +$618K +8,015 New
SWP
257
Stratos Wealth Partners
Ohio
$617K +$56.3K +709 +10%
WDG
258
Wealth Dimensions Group
Ohio
$614K
AIM
259
Acropolis Investment Management
Missouri
$612K +$612K +7,700 New
WWM
260
WT Wealth Management
Arizona
$607K +$116K +1,461 +24%
Fidelity Investments
261
Fidelity Investments
Massachusetts
$607K +$541K +6,811 +818%
CCA
262
Cobblestone Capital Advisors
New York
$606K +$48.1K +606 +9%
JFGLC
263
Johnson Financial Group LLC (Colorado)
Colorado
$598K
SWM
264
Spire Wealth Management
Virginia
$594K -$93.3K -1,175 -14%
LFA
265
Level Financial Advisors
New York
$588K +$588K +7,403 New
AF
266
Affiance Financial
Minnesota
$586K +$2.62K +33 +0.4%
CPP
267
Capasso Planning Partners
South Carolina
$583K +$583K +7,336 New
AAS
268
Avantax Advisory Services
Texas
$579K +$284K +3,579 +96%
MBT
269
Montecito Bank & Trust
California
$576K
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$576K +$136K +1,709 +31%
AP
271
Appleton Partners
Massachusetts
$575K +$123K +1,552 +27%
PA
272
Parallel Advisors
California
$573K +$221K +2,777 +63%
CWM
273
Congress Wealth Management
Massachusetts
$572K +$572K +7,205 New
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$570K
BF
275
BOK Financial
Oklahoma
$569K