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iShares ESG Aware MSCI EAFE ETF

574 hedge funds and large institutions have $6.58B 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, 181 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.32%
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
181
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
301
VERITY Wealth Advisors
United States
$586K
PFA
302
Pure Financial Advisors
California
$585K -$14.1K -177 -2%
JPG
303
Jordan Park Group
California
$583K -$278K -3,475 -32%
ACA
304
Aptus Capital Advisors
Alabama
$581K +$571K +7,145 +5,905%
FPAS
305
Focus Partners Advisor Solutions
Missouri
$580K +$32.2K +403 +6%
HB
306
HTLF Bank
Colorado
$580K +$115K +1,435 +25%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$573K
HT
308
Heritage Trust
Oklahoma
$572K
SRB
309
Shotwell Rutter Baer
Michigan
$566K -$21.5K -271 -4%
BSB
310
Bangor Savings Bank
Maine
$565K +$268K +3,356 +90%
MBFW
311
Morton Brown Family Wealth
Pennsylvania
$560K +$9.59K +120 +2%
FC
312
Fulcrum Capital
Washington
$560K -$62.4K -781 -10%
FDCP
313
Foster Dykema Cabot & Partners
Massachusetts
$555K +$555K +6,944 New
SFA
314
Sequoia Financial Advisors
Ohio
$552K +$33.2K +416 +6%
KLI
315
Kelman-Lazarov Inc
Tennessee
$547K -$2.4K -30 -0.4%
AA
316
Addison Advisors
Vermont
$533K +$3.92K +49 +0.7%
PAI
317
Pittenger & Anderson Inc
Nebraska
$529K +$32.5K +407 +7%
AA
318
Aufman Associates
Pennsylvania
$528K -$9.27K -116 -2%
GAM
319
Gemmer Asset Management
California
$517K +$11.5K +144 +2%
GDP
320
Great Diamond Partners
Maine
$516K -$400 -5 -0.1%
UB
321
Umpqua Bank
Oregon
$514K +$514K +6,434 New
BIA
322
Bigelow Investment Advisors
Maine
$513K -$12K -150 -2%
BAAM
323
Baker Avenue Asset Management
California
$513K -$12.6K -158 -2%
FF
324
Farrell Financial
New York
$496K +$5.91K +74 +1%
WANY
325
Wealthspire Advisors (New York)
New York
$495K +$4.56K +57 +0.9%