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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 %
VWA
301
VERITY Wealth Advisors
United States
$554K
CAG
302
Curtis Advisory Group
California
$550K
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$542K
HT
304
Heritage Trust
Oklahoma
$540K
HAG
305
HF Advisory Group
Maryland
$524K +$20.1K +266 +4%
Janney Montgomery Scott
306
Janney Montgomery Scott
Pennsylvania
$522K -$939K -12,424 -64%
MBFW
307
Morton Brown Family Wealth
Pennsylvania
$520K -$21.7K -287 -4%
CIBC World Market
308
CIBC World Market
Ontario, Canada
$519K -$3.32K -44 -0.6%
KLI
309
Kelman-Lazarov Inc
Tennessee
$519K +$1.13K +15 +0.2%
Massachusetts Financial Services
310
Massachusetts Financial Services
Massachusetts
$519K -$80.5K -1,065 -13%
FPAS
311
Focus Partners Advisor Solutions
Missouri
$518K +$124K +1,641 +31%
FFA
312
First Foundation Advisors
California
$514K -$113K -1,494 -18%
AA
313
Aufman Associates
Pennsylvania
$508K -$10K -133 -2%
WFAG
314
Wescott Financial Advisory Group
Pennsylvania
$507K +$18.2K +241 +4%
MIA
315
Milestone Investment Advisors
Wisconsin
$505K +$37.8K +500 +8%
AA
316
Addison Advisors
Vermont
$501K +$6.12K +81 +1%
WWM
317
WT Wealth Management
Arizona
$497K -$2.72K -36 -0.5%
BAAM
318
Baker Avenue Asset Management
California
$497K +$23.6K +312 +5%
BIA
319
Bigelow Investment Advisors
Maine
$497K -$15.2K -201 -3%
SFA
320
Sequoia Financial Advisors
Ohio
$490K +$12.3K +163 +3%
GDP
321
Great Diamond Partners
Maine
$488K -$227 -3 -0%
CT
322
Columbia Trust
Oregon
$486K +$486K +6,434 New
WC
323
Weil Company
California
$485K -$45.1K -597 -9%
GAM
324
Gemmer Asset Management
California
$477K +$3.32K +44 +0.7%
PAI
325
Pittenger & Anderson Inc
Nebraska
$470K +$8.31K +110 +2%