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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 %
EFN
301
Equita Financial Network
Pennsylvania
$604K -$54K -661 -8%
WWM
302
WT Wealth Management
Arizona
$600K -$55.3K -677 -8%
VWA
303
VERITY Wealth Advisors
United States
$599K
PTC
304
Private Trust Company
Ohio
$595K
FG
305
Foster Group
Iowa
$594K -$34.3K -420 -5%
ATC
306
Argent Trust Co
Tennessee
$584K
Susquehanna International Group
307
Susquehanna International Group
Pennsylvania
$583K -$2.3M -28,099 -80%
Vontobel Holding
308
Vontobel Holding
Switzerland
$582K -$68.5K -839 -11%
PSCM
309
Per Stirling Capital Management
Texas
$580K
GS
310
GTS Securities
New York
$571K -$384K -4,699 -40%
MCM
311
MAI Capital Management
Ohio
$567K +$7.19K +88 +1%
ST
312
Sentinel Trust
Texas
$567K -$63.1K -772 -10%
WA
313
Waverly Advisors
Alabama
$566K +$566K +6,931 New
FPCP
314
Fort Point Capital Partners
California
$565K -$40.2K -492 -7%
PWM
315
Perigon Wealth Management
California
$559K -$7.68K -94 -1%
SWM
316
SeaCrest Wealth Management
New York
$553K -$8.17K -100 -1%
AA
317
Aufman Associates
Pennsylvania
$545K
AA
318
Addison Advisors
Vermont
$542K
MBFW
319
Morton Brown Family Wealth
Pennsylvania
$540K +$1.06K +13 +0.2%
AWA
320
Aaron Wealth Advisors
Illinois
$539K -$87.4K -1,070 -14%
SFG
321
Sage Financial Group
Pennsylvania
$539K +$15.4K +188 +3%
FFG
322
Frisch Financial Group
New York
$536K -$4.9K -60 -0.9%
MAA
323
Matrix Asset Advisors
New York
$533K -$3.27K -40 -0.6%
GDP
324
Great Diamond Partners
Maine
$533K +$11.6K +142 +2%
AC
325
AlphaCore Capital
California
$533K +$533K +6,519 New