ESGD icon

iShares ESG Aware MSCI EAFE ETF

495 hedge funds and large institutions have $4.76B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 243 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
8.56%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
37
Increased
243
Reduced
137
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
G
251
GenTrust
Florida
$529K -$5.16K -92 -1%
RW
252
REDW Wealth
New Mexico
$528K +$2.13K +38 +0.4%
D
253
Dentgroup
Louisiana
$526K +$180K +3,216 +52%
TSS
254
Two Sigma Securities
New York
$522K +$522K +9,299 New
LFG
255
Leverty Financial Group
Wisconsin
$519K +$165K +2,947 +47%
TWA
256
Tillar-Wenstrup Advisors
Ohio
$518K -$4.92M -87,703 -90%
UCFA
257
United Capital Financial Advisors
Texas
$513K +$94.1K +1,677 +22%
OWM
258
Orgel Wealth Management
Wisconsin
$512K +$512K +9,118 New
GW
259
GW & Wade
Massachusetts
$506K -$243K -4,332 -32%
MLA
260
My Legacy Advisors
Oregon
$505K -$324K -5,777 -39%
BAM
261
Baldrige Asset Management
Pennsylvania
$502K +$17.6K +314 +4%
LFA
262
Level Financial Advisors
New York
$502K +$52.1K +929 +12%
BO
263
BRR OpCo
Ohio
$500K +$125K +2,230 +33%
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$496K -$6.68K -119 -1%
CPP
265
Capasso Planning Partners
South Carolina
$492K +$17.5K +311 +4%
TFS
266
TrustCore Financial Services
Tennessee
$492K +$71.7K +1,279 +17%
OIA
267
OneDigital Investment Advisors
Kansas
$492K +$492K +8,773 New
NFP
268
NorthLanding Financial Partners
New York
$490K +$490K +8,724 New
MBT
269
Montecito Bank & Trust
California
$477K +$30.9K +550 +7%
BSW
270
Buckingham Strategic Wealth
Missouri
$475K -$59.5K -1,059 -11%
SIC
271
Sigma Investment Counselors
Michigan
$475K
DL
272
DOHJ LLC
Washington
$469K -$1.13M -20,218 -71%
NEGWA
273
New England Guild Wealth Advisors
Connecticut
$469K -$27K -481 -5%
APW
274
Austin Private Wealth
Texas
$468K +$2.92K +52 +0.6%
AWM
275
AE Wealth Management
Kansas
$468K +$8.19K +146 +2%