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iShares ESG Aware MSCI EAFE ETF

498 hedge funds and large institutions have $5.23B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 251 increasing their positions, 137 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+16
Holders Change %
+3.32%
% of All Funds
8.42%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.36%
New
52
Increased
251
Reduced
137
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWMA
326
Heritage Wealth Management (Arizona)
Arizona
$338K -$28.1K -447 -8%
FRA
327
Frank Rimerman Advisors
California
$336K
GIA
328
Goodwin Investment Advisory
Georgia
$334K +$47.5K +757 +17%
TFO
329
Tarbox Family Office
California
$334K -$10.2K -162 -3%
PWA
330
Physician Wealth Advisors
Utah
$334K +$9.81K +148 +3%
CB
331
Community Bank
New York
$332K
CIBC World Market
332
CIBC World Market
Ontario, Canada
$328K -$3.13K -50 -0.9%
1SB
333
1ST Source Bank
Indiana
$327K +$51.4K +819 +19%
SQA
334
Simon Quick Advisors
New Jersey
$325K +$325K +4,966 New
WANY
335
Wealthspire Advisors (New York)
New York
$323K +$2.13K +34 +0.7%
WWM
336
Western Wealth Management
Colorado
$319K +$27K +431 +9%
SWPG
337
Strategic Wealth Partners Group
Illinois
$319K +$76.7K +1,221 +32%
KFSC
338
Keystone Financial Services (Colorado)
Colorado
$318K +$11.2K +172 +4%
CW
339
CreativeOne Wealth
Kansas
$317K -$30.3K -483 -9%
TDWM
340
Topel & Distasi Wealth Management
California
$317K +$146K +2,328 +86%
GAM
341
Gemmer Asset Management
California
$313K +$5.46K +87 +2%
WIA
342
World Investment Advisors
California
$310K +$56.1K +857 +22%
TPCW
343
TD Private Client Wealth
New York
$307K -$85.8K -1,367 -22%
FFN
344
Focus Financial Network
Minnesota
$299K +$14.1K +224 +5%
BIA
345
Bell Investment Advisors
California
$298K +$298K +4,741 New
BSB
346
Bangor Savings Bank
Maine
$295K +$17.5K +279 +6%
MWM
347
Modera Wealth Management
New Jersey
$293K +$293K +4,672 New
PP
348
PDS Planning
Ohio
$292K -$1.13K -18 -0.4%
HI
349
Harbour Investments
Wisconsin
$290K +$290K +4,618 New
CAL
350
Capital Analysts LLC
Pennsylvania
$286K +$31.7K +505 +12%