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iShares ESG Aware MSCI EAFE ETF

544 hedge funds and large institutions have $5.52B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+49
Holders Change %
+9.9%
% of All Funds
8.78%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
84
Increased
204
Reduced
189
Closed
27
Calls
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Shares
Change %
NFP
251
NorthLanding Financial Partners
New York
$700K +$126K +1,919 +22%
CT
252
Cambridge Trust
Massachusetts
$695K +$22.1K +336 +3%
BCI
253
Brinker Capital Investments
Pennsylvania
$688K -$20.2K -308 -3%
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$687K +$59.3K +902 +9%
TFS
255
TrustCore Financial Services
Tennessee
$686K +$110K +1,666 +19%
BFM
256
Boston Financial Management
Massachusetts
$684K -$15.1K -229 -2%
HWA
257
Heritage Wealth Advisors
Virginia
$682K +$1.12K +17 +0.2%
ACM
258
Armbruster Capital Management
New York
$675K +$181K +2,750 +37%
CCA
259
Cobblestone Capital Advisors
New York
$675K +$9.93K +151 +1%
HWMA
260
Heritage Wealth Management (Arizona)
Arizona
$670K +$332K +5,057 +99%
MM
261
Main Management
California
$651K
QCG
262
Quadrant Capital Group
Ohio
$647K +$112K +1,700 +21%
V
263
Veritable
Delaware
$640K
CPP
264
Capasso Planning Partners
South Carolina
$637K +$61.3K +933 +11%
TWA
265
Tillar-Wenstrup Advisors
Ohio
$633K +$26.6K +405 +4%
BB
266
Bell Bank
North Dakota
$629K -$20.3K -309 -3%
WFAG
267
Wescott Financial Advisory Group
Pennsylvania
$624K +$192K +2,922 +44%
BP
268
BBR Partners
New York
$611K +$611K +9,293 New
SWP
269
Stratos Wealth Partners
Ohio
$594K +$53.1K +807 +10%
BFA
270
Bragg Financial Advisors
North Carolina
$592K +$63.8K +971 +12%
BWM
271
Bulltick Wealth Management
Florida
$590K -$267K -4,057 -31%
AWS
272
AJ Wealth Strategies
New York
$588K -$392K -5,965 -40%
JWM
273
JFG Wealth Management
Colorado
$587K +$587K +8,934 New
CA
274
Cetera Advisors
Colorado
$587K +$343K +5,213 +140%
1SB
275
1ST Source Bank
Indiana
$584K +$246K +3,739 +73%