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iShares ESG Aware MSCI EAFE ETF

575 hedge funds and large institutions have $6.51B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 230 increasing their positions, 191 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+22
Holders Change %
+3.98%
% of All Funds
8.43%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
71
Increased
230
Reduced
191
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OGF
276
Orin Green Financial
California
$656K +$252K +3,331 +62%
OIA
277
OneDigital Investment Advisors
Kansas
$653K +$43.3K +573 +7%
CT
278
Cambridge Trust
Massachusetts
$644K +$18.8K +249 +3%
BIA
279
Bell Investment Advisors
California
$634K +$18.2K +241 +3%
SW
280
SVB Wealth
Massachusetts
$629K -$41.5K -550 -6%
RBA
281
Richard Bernstein Advisors
New York
$627K -$150K -1,988 -19%
SIC
282
Sigma Investment Counselors
Michigan
$614K
WCFA
283
Walkner Condon Financial Advisors
Wisconsin
$610K +$73.7K +976 +14%
EH
284
Equitable Holdings
New York
$609K +$329K +4,349 +117%
BSW
285
Buckingham Strategic Wealth
Missouri
$608K +$189K +2,503 +45%
Vontobel Holding
286
Vontobel Holding
Switzerland
$605K +$605K +8,012 New
EFL
287
ERn Financial LLC
Wisconsin
$596K +$29.5K +398 +5%
PTC
288
Private Trust Company
Ohio
$590K -$126K -1,669 -18%
ST
289
Sentinel Trust
Texas
$590K
FC
290
Fulcrum Capital
Washington
$588K -$63.5K -840 -10%
CTA
291
Chesley Taft & Associates
Illinois
$587K -$41.5K -550 -7%
WDG
292
Wealth Dimensions Group
Ohio
$584K
SB
293
Simmons Bank
Arkansas
$580K -$77.4K -1,024 -12%
WWM
294
Western Wealth Management
Colorado
$579K +$579K +7,665 New
CAL
295
Capital Analysts LLC
Pennsylvania
$574K -$43.4K -575 -7%
PFA
296
Pure Financial Advisors
California
$566K -$297K -3,929 -34%
FPCP
297
Fort Point Capital Partners
California
$562K
CT
298
Coastline Trust
Rhode Island
$558K +$558K +7,392 New
SRB
299
Shotwell Rutter Baer
Michigan
$557K +$557K +7,393 New
ATC
300
Argent Trust Co
Tennessee
$556K +$19.1K +253 +4%