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iShares ESG Aware MSCI EAFE ETF

561 hedge funds and large institutions have $6.12B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 254 increasing their positions, 166 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+17
Holders Change %
+3.13%
% of All Funds
8.85%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
50
Increased
254
Reduced
166
Closed
29
Calls
$66K
Puts
Net Calls
+$66K
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
251
United Capital Financial Advisors
Texas
$788K -$39.6K -543 -5%
EWP
252
Elevation Wealth Partners
California
$786K +$68.1K +934 +9%
JPG
253
Jordan Park Group
California
$780K +$7.73K +106 +1%
QCG
254
Quadrant Capital Group
Ohio
$774K +$83.5K +1,145 +12%
AWM
255
Aprio Wealth Management
Georgia
$773K +$44.3K +607 +6%
RBA
256
Richard Bernstein Advisors
New York
$756K -$20.7K -284 -3%
CPP
257
Capasso Planning Partners
South Carolina
$750K +$52.3K +717 +7%
WA
258
Wealth Alliance
New York
$750K -$18.2K -249 -2%
AIM
259
Acropolis Investment Management
Missouri
$747K +$4.74K +65 +0.6%
MCCA
260
Mill Creek Capital Advisors
Pennsylvania
$736K -$212K -2,907 -22%
CA
261
Cetera Advisors
Colorado
$724K +$47.3K +649 +7%
T
262
TCWP
Ohio
$711K +$53.9K +739 +8%
V
263
Veritable
Delaware
$710K
SWP
264
Stratos Wealth Partners
Ohio
$709K +$64.3K +882 +10%
PTC
265
Private Trust Company
Ohio
$709K
OIA
266
OneDigital Investment Advisors
Kansas
$699K -$17.6K -242 -2%
BB
267
Bell Bank
North Dakota
$698K
1SB
268
1ST Source Bank
Indiana
$696K +$34.6K +474 +5%
VFO
269
Virtus Family Office
Texas
$693K -$152K -2,085 -18%
PA
270
Parallel Advisors
California
$688K +$125K +1,715 +22%
APW
271
Austin Private Wealth
Texas
$684K +$31.6K +433 +5%
RVPG
272
Relative Value Partners Group
$654K +$11.9K +163 +2%
AWS
273
AJ Wealth Strategies
New York
$652K
JWM
274
JFG Wealth Management
Colorado
$652K
BFA
275
Bragg Financial Advisors
North Carolina
$648K