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iShares ESG Aware MSCI EAFE ETF

482 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-13
Holders Change %
-2.63%
% of All Funds
7.63%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
242
Reduced
129
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
251
Cobblestone Capital Advisors
New York
$615K +$52.5K +712 +9%
SIC
252
Sigma Investment Counselors
Michigan
$613K
BCWM
253
Bartlett & Co Wealth Management
Ohio
$608K +$242K +3,289 +66%
BC
254
Bartlett & Co
Ohio
$608K +$242K +3,289 +66%
WA
255
Wealth Alliance
New York
$601K -$232K -3,143 -28%
EFL
256
ERn Financial LLC
Wisconsin
$600K +$126K +1,713 +27%
CPP
257
Capasso Planning Partners
South Carolina
$597K +$56K +759 +10%
WWM
258
WT Wealth Management
Arizona
$593K +$30.5K +413 +5%
LWMG
259
Levy Wealth Management Group
Pennsylvania
$590K +$129K +1,745 +28%
SWP
260
Stratos Wealth Partners
Ohio
$583K +$10.6K +144 +2%
MMA
261
Miracle Mile Advisors
California
$576K +$576K +7,818 New
BMD
262
Better Money Decisions
New Mexico
$575K -$52K -705 -8%
GWA
263
GGM Wealth Advisors
Maryland
$573K
WDG
264
Wealth Dimensions Group
Ohio
$570K
PA
265
Planning Alternatives
Michigan
$569K +$60.1K +816 +12%
OPS
266
Orion Portfolio Solutions
Nebraska
$565K -$412K -5,595 -42%
CWM
267
Congress Wealth Management
Massachusetts
$565K +$32.9K +446 +6%
JFGLC
268
Johnson Financial Group LLC (Colorado)
Colorado
$555K
IFAM
269
Institutional & Family Asset Management
Colorado
$547K -$27.9K -379 -5%
LFA
270
Level Financial Advisors
New York
$546K
MNG
271
Manning & Napier Group
New York
$544K -$483K
AP
272
Appleton Partners
Massachusetts
$540K +$5.9K +80 +1%
WFA
273
Wipfli Financial Advisors
Wisconsin
$537K +$537K +7,285 New
WAP
274
Wealthcare Advisory Partners
Pennsylvania
$535K -$221 -3 -0%
Fidelity Investments
275
Fidelity Investments
Massachusetts
$534K -$28.9K -393 -5%