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iShares ESG Aware MSCI EAFE ETF

603 hedge funds and large institutions have $7.03B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 190 increasing their positions, 252 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
8.19%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
43
Increased
190
Reduced
252
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OGF
276
Orin Green Financial
California
$732K +$732K +9,070 New
AFG
277
Atomi Financial Group
New York
$731K -$218K -2,671 -23%
MCCA
278
Mill Creek Capital Advisors
Pennsylvania
$729K
AAM
279
Ameraudi Asset Management
New York
$726K
PP
280
PDS Planning
Ohio
$722K +$8.17K +100 +1%
BIA
281
Bell Investment Advisors
California
$720K -$8.17K -100 -1%
KWA
282
Kingswood Wealth Advisors
California
$720K -$8.74K -107 -1%
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$716K +$61.3K +751 +9%
WWM
284
Western Wealth Management
Colorado
$709K +$25.7K +314 +4%
WSWA
285
Warren Street Wealth Advisors
California
$699K
SG
286
Sharper & Granite
California
$698K -$1.72K -21 -0.2%
CC
287
Courier Capital
New York
$696K +$408K +4,998 +142%
SW
288
SVB Wealth
Massachusetts
$693K
BHIA
289
Birch Hill Investment Advisors
Massachusetts
$693K -$40.2K -492 -5%
WCFA
290
Walkner Condon Financial Advisors
Wisconsin
$686K +$32.7K +400 +5%
Comerica Bank
291
Comerica Bank
Texas
$682K -$328K -4,012 -32%
PFM
292
Peak Financial Management
Massachusetts
$666K -$16.7K -205 -2%
AAS
293
Avantax Advisory Services
Texas
$662K +$4.17K +51 +0.6%
JWM
294
JFG Wealth Management
Colorado
$660K
CPP
295
Capasso Planning Partners
South Carolina
$650K -$16.4K -201 -2%
HSWS
296
Higgins & Schmidt Wealth Strategies
Colorado
$640K -$43.1K -527 -6%
WT
297
Whittier Trust
California
$628K -$186K -2,282 -23%
PWM
298
Penobscot Wealth Management
Maine
$616K +$616K +7,539 New
WDG
299
Wealth Dimensions Group
Ohio
$610K +$9.88K +121 +2%
BWP
300
BlueStem Wealth Partners
Minnesota
$609K -$32.9K -403 -5%