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iShares ESG Aware MSCI EAFE ETF

573 hedge funds and large institutions have $6.57B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 232 increasing their positions, 180 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.31%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
43
Increased
232
Reduced
180
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
251
Sigma Investment Counselors
Michigan
$809K +$160K +2,000 +25%
Pathstone Holdings
252
Pathstone Holdings
New Jersey
$794K +$16K +200 +2%
PFM
253
Peak Financial Management
Massachusetts
$792K +$65.8K +824 +9%
WFAG
254
Wescott Financial Advisory Group
Pennsylvania
$788K +$252K +3,156 +47%
BFA
255
Bragg Financial Advisors
North Carolina
$782K +$34.2K +428 +5%
1SB
256
1ST Source Bank
Indiana
$781K +$19.3K +241 +3%
FHB
257
First Hawaiian Bank
Hawaii
$772K -$2.56M -32,080 -77%
BJL
258
Brighton Jones LLC
Washington
$762K -$50.5K -632 -6%
MGP
259
Metis Global Partners
California
$760K -$3.94M -49,272 -84%
Qube Research & Technologies (QRT)
260
Qube Research & Technologies (QRT)
United Kingdom
$760K +$639K +8,001 +529%
Vontobel Holding
261
Vontobel Holding
Switzerland
$731K +$91.3K +1,142 +14%
CAG
262
Curtis Advisory Group
California
$728K +$146K +1,822 +25%
LFA
263
Level Financial Advisors
New York
$727K -$1.44K -18 -0.2%
BB
264
Bell Bank
North Dakota
$724K +$639 +8 +0.1%
FFG
265
Frisch Financial Group
New York
$717K
CAMV
266
Concord Asset Management (Virginia)
Virginia
$715K -$201K -2,518 -22%
JWM
267
JFG Wealth Management
Colorado
$715K +$639 +8 +0.1%
AAM
268
Ameraudi Asset Management
New York
$710K
MCCA
269
Mill Creek Capital Advisors
Pennsylvania
$709K
PPW
270
Presilium Private Wealth
Pennsylvania
$707K -$22.9K -286 -3%
OGF
271
Orin Green Financial
California
$703K -$656K -8,681 Closed
CT
272
Coastline Trust
Rhode Island
$698K +$107K +1,340 +18%
CPP
273
Capasso Planning Partners
South Carolina
$696K -$181K -2,267 -21%
BSW
274
Buckingham Strategic Wealth
Missouri
$695K +$51.5K +644 +8%
EH
275
Equitable Holdings
New York
$691K +$46.7K +584 +7%