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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 %
BCM
326
Bourgeon Capital Management
Connecticut
$51K +$41.9K +550 +458%
DWP
327
Destiny Wealth Partners
Florida
$50K
GRP
328
Global Retirement Partners
California
$48K +$48K +627 New
EIP
329
Ellis Investment Partners
Pennsylvania
$47K
FP
330
Fiduciary Planning
Florida
$45K +$1.76K +23 +4%
BCPWM
331
Bradley & Co Private Wealth Management
Florida
$44K +$44K +581 New
CFFP
332
Center for Financial Planning
Michigan
$44K +$44K +585 New
AssetMark Inc
333
AssetMark Inc
California
$41K +$31.2K +413 +320%
WP
334
WealthShield Partners
North Carolina
$40K +$40K +525 New
S
335
SignatureFD
Georgia
$37K +$37K +492 New
RIM
336
Rockbridge Investment Management
New York
$33K
NSIM
337
North Star Investment Management
Illinois
$32K
IWP
338
IAG Wealth Partners
Wisconsin
$32K
SBL
339
Sargent Bickham Lagudis
Colorado
$30K +$30K +390 New
IHWM
340
Iron Horse Wealth Management
Iowa
$26K
AA
341
Ancora Advisors
Ohio
$26K +$26K +348 New
FPW
342
Flagship Private Wealth
Massachusetts
$25.8K -$78 -1 -0.3%
4FG
343
4Thought Financial Group
New York
$25K +$25K +334 New
BA
344
Bellwether Advisors
Nebraska
$18K
Fidelity Investments
345
Fidelity Investments
Massachusetts
$18K +$1.55K +20 +9%
FWP
346
FAS Wealth Partners
Kansas
$17K +$991 +13 +6%
Bessemer Group
347
Bessemer Group
New Jersey
$15K +$15K +207 New
RWG
348
Regal Wealth Group
California
$14K
MCM
349
MV Capital Management
Maryland
$14K
AF
350
Advisornet Financial
Minnesota
$14K +$5.57K +74 +66%