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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 %
RVPG
276
Relative Value Partners Group
$683K
WCFA
277
Walkner Condon Financial Advisors
Wisconsin
$664K +$18.5K +232 +3%
SG
278
Sharper & Granite
California
$662K -$28.6K -361 -4%
EFL
279
ERn Financial LLC
Wisconsin
$658K +$15.3K +192 +2%
BHIA
280
Birch Hill Investment Advisors
Massachusetts
$652K +$652K +8,156 New
BIA
281
Bell Investment Advisors
California
$652K -$19K -238 -3%
HAG
282
HF Advisory Group
Maryland
$646K +$91.9K +1,150 +17%
WWM
283
Western Wealth Management
Colorado
$645K +$32.6K +408 +5%
Citadel Advisors
284
Citadel Advisors
Florida
$638K +$638K +7,988 New
National Bank of Canada
285
National Bank of Canada
Quebec, Canada
$638K -$30.1K -413 -5%
OIA
286
OneDigital Investment Advisors
Kansas
$632K -$58.7K -735 -9%
CT
287
Cambridge Trust
Massachusetts
$626K -$54.9K -687 -8%
PTC
288
Private Trust Company
Ohio
$625K
ST
289
Sentinel Trust
Texas
$624K
FCI
290
Financial Counselors Inc
Kansas
$623K +$145K +1,815 +30%
CTA
291
Chesley Taft & Associates
Illinois
$621K
AWA
292
Aaron Wealth Advisors
Illinois
$617K +$195K +2,440 +46%
WDG
293
Wealth Dimensions Group
Ohio
$617K
WWM
294
WT Wealth Management
Arizona
$617K +$90.7K +1,135 +17%
KWA
295
Kingswood Wealth Advisors
California
$605K +$605K +7,564 New
UCFA
296
United Capital Financial Advisors
Texas
$592K +$185K +2,315 +45%
GAA
297
Global Assets Advisory
Florida
$590K +$590K +46,946 New
FPCP
298
Fort Point Capital Partners
California
$588K -$5.99K -75 -1%
ATC
299
Argent Trust Co
Tennessee
$588K
VWA
300
VERITY Wealth Advisors
United States
$586K