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iShares ESG Aware MSCI EAFE ETF

585 hedge funds and large institutions have $6.94B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 182 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
8.46%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
45
Increased
217
Reduced
182
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HAG
251
HF Advisory Group
Maryland
$866K +$29.3K +348 +4%
PIA
252
Perennial Investment Advisors
California
$863K +$153K +1,820 +22%
ABWM
253
Alpine Bank Wealth Management
Colorado
$855K +$855K +10,161 New
PSCM
254
Per Stirling Capital Management
Texas
$853K +$30.5K +362 +4%
VFA
255
Valeo Financial Advisors
Indiana
$853K +$6.99K +83 +0.8%
SIC
256
Sigma Investment Counselors
Michigan
$853K
PFA
257
Pure Financial Advisors
California
$842K +$446K +5,297 +113%
MF
258
Montis Financial
Massachusetts
$836K +$177K +2,100 +27%
BFA
259
Bragg Financial Advisors
North Carolina
$831K +$11K +131 +1%
1SB
260
1ST Source Bank
Indiana
$825K -$5.98K -71 -0.7%
RPSA
261
Richard P. Slaughter Associates
Texas
$815K -$12K -142 -1%
WAP
262
Wealthcare Advisory Partners
Pennsylvania
$815K -$36.4K -432 -4%
SA
263
Sanctuary Advisors
Indiana
$810K +$5.46K +70 +0.7%
FPAS
264
Focus Partners Advisor Solutions
Missouri
$807K +$59.8K +711 +8%
Pathstone Holdings
265
Pathstone Holdings
New Jersey
$804K -$24.7K -293 -3%
EFL
266
ERn Financial LLC
Wisconsin
$803K +$89.1K +1,058 +12%
Kovitz Investment Group Partners
267
Kovitz Investment Group Partners
Illinois
$791K +$524K +11,562 +196%
HB
268
HTLF Bank
Colorado
$782K +$108K +1,288 +16%
CAM
269
Clarity Asset Management
Iowa
$780K -$5.49M -65,231 -88%
OIA
270
OneDigital Investment Advisors
Kansas
$779K +$337 +4 +0%
PPW
271
Presilium Private Wealth
Pennsylvania
$777K +$1.6K +19 +0.2%
PFM
272
Peak Financial Management
Massachusetts
$769K -$66.5K -790 -8%
BJL
273
Brighton Jones LLC
Washington
$765K -$59.3K -705 -7%
LFA
274
Level Financial Advisors
New York
$763K -$2.95K -35 -0.4%
MCCA
275
Mill Creek Capital Advisors
Pennsylvania
$758K