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iShares ESG Aware MSCI EAFE ETF

544 hedge funds and large institutions have $5.52B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+49
Holders Change %
+9.9%
% of All Funds
8.78%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
84
Increased
204
Reduced
189
Closed
27
Calls
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
326
Sequoia Financial Advisors
Ohio
$396K -$30.9K -470 -7%
ATC
327
Argent Trust Co
Tennessee
$395K
PAG
328
Private Advisor Group
New Jersey
$393K +$26.6K +1,212 +7%
GIA
329
Goodwin Investment Advisory
Georgia
$392K -$43.3K -658 -10%
WIA
330
World Investment Advisors
California
$390K +$27K +410 +7%
HWM
331
Hemington Wealth Management
Virginia
$389K +$389K +5,922 New
HTC
332
Haverford Trust Company
Pennsylvania
$386K
CC
333
Chicago Capital
Illinois
$386K
VWA
334
VERITY Wealth Advisors
United States
$386K
TFO
335
Tarbox Family Office
California
$385K +$41.4K +630 +12%
FFA
336
Farther Finance Advisors
California
$384K +$384K +5,845 New
SCA
337
Snowden Capital Advisors
New York
$383K -$261K -3,966 -40%
WA
338
Wealth Alliance
New York
$378K -$10.2K -155 -3%
AP
339
Appleton Partners
Massachusetts
$375K -$21.3K -325 -5%
MLA
340
My Legacy Advisors
Oregon
$375K -$270K -3,767 -42%
CW
341
CreativeOne Wealth
Kansas
$368K +$8.75K +133 +2%
AA
342
Aufman Associates
Pennsylvania
$367K +$329 +5 +0.1%
PWA
343
Physician Wealth Advisors
Utah
$361K +$5.57K +78 +2%
LFG
344
Leverty Financial Group
Wisconsin
$360K -$249K -3,785 -41%
AWM
345
Aprio Wealth Management
Georgia
$359K +$359K +5,457 New
BAAM
346
Baker Avenue Asset Management
California
$358K -$51.3K -780 -13%
BSW
347
Buckingham Strategic Wealth
Missouri
$357K -$199K -3,032 -36%
VNA
348
Valley National Advisers
Pennsylvania
$355K -$23.6K -341 -6%
FRA
349
Frank Rimerman Advisors
California
$352K
SFG
350
Sage Financial Group
Pennsylvania
$351K +$5.13K +78 +1%