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iShares ESG Aware MSCI EAFE ETF

369 hedge funds and large institutions have $3.84B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 211 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+48
Holders Change %
+14.95%
% of All Funds
6.5%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
67
Increased
211
Reduced
42
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
301
Private Capital Group
Connecticut
$187K +$14.1K +186 +8%
WTC
302
WhitTier Trust Company
Nevada
$183K +$62.2K +819 +52%
SWG
303
Summit Wealth Group
Vermont
$178K +$178K +2,341 New
CFD
304
Creative Financial Designs
Indiana
$175K +$126K +1,662 +257%
HWMA
305
Heritage Wealth Management (Arizona)
Arizona
$172K +$172K +2,268 New
CPFP
306
Clear Perspectives Financial Planning
Ohio
$147K +$19K +250 +15%
TF
307
TimeScale Financial
Massachusetts
$146K +$5.25K +69 +4%
ACA
308
Aptus Capital Advisors
Alabama
$138K -$4.64K -61 -3%
FCA
309
FinTrust Capital Advisors
South Carolina
$131K +$96K +1,265 +274%
WCM
310
Wealthcare Capital Management
Virginia
$123K +$123K +1,627 New
SIAP
311
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$114K
HGWM
312
Harvest Group Wealth Management
Massachusetts
$103K +$103K +1,297 New
AWC
313
Abundance Wealth Counselors
Pennsylvania
$102K +$102K +1,350 New
GIA
314
Goodwin Investment Advisory
Georgia
$98K +$50K +661 +104%
CCM
315
Cribstone Capital Management
Maine
$92K +$8.36K +110 +10%
LWA
316
Lowe Wealth Advisors
Maryland
$91K
AWM
317
AllSquare Wealth Management
New York
$90K
DWMG
318
DB Wealth Management Group
California
$72K
VFA
319
Valeo Financial Advisors
Indiana
$68K +$1.51K +20 +2%
MA
320
MCF Advisors
Kentucky
$66K +$28.2K +373 +75%
NFG
321
Next Financial Group
Texas
$64K +$5.62K +73 +10%
AIP
322
Ameritas Investment Partners
Nebraska
$57K
RFA
323
Reilly Financial Advisors
California
$56K
SFPG
324
Stonebridge Financial Planning Group
Florida
$52K +$52K +675 New
PCFFS
325
Pacific Center for Financial Services
California
$51K