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iShares ESG Aware MSCI EAFE ETF

585 hedge funds and large institutions have $6.94B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 182 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
8.46%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
45
Increased
217
Reduced
182
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
326
Gemmer Asset Management
California
$511K -$20.2K -240 -4%
BIA
327
Bigelow Investment Advisors
Maine
$509K -$421 -5 -0.1%
IA
328
IFP Advisors
Florida
$502K +$421 +5 +0.1%
FF
329
Farrell Financial
New York
$501K
ITB
330
Idaho Trust Bank
Idaho
$497K
PWM
331
Paulson Wealth Management
Illinois
$484K +$200K +2,378 +70%
AA
332
Advisory Alpha
Michigan
$479K +$5.89K +70 +1%
OBWG
333
Onyx Bridge Wealth Group
New York
$474K -$41.8K -496 -8%
BP
334
Ballentine Partners
Massachusetts
$473K
Janney Montgomery Scott
335
Janney Montgomery Scott
Pennsylvania
$472K +$10.6K +126 +2%
CTA
336
Chesley Taft & Associates
Illinois
$459K -$88.4K -1,050 -16%
BFP
337
Beacon Financial Planning
Massachusetts
$457K
SDJVC
338
St. Denis J. Villere & Co
Louisiana
$454K
FRA
339
Frank Rimerman Advisors
California
$451K
KLI
340
Kelman-Lazarov Inc
Tennessee
$451K -$24.1K -286 -5%
SFA
341
Sequoia Financial Advisors
Ohio
$446K
PWM
342
Perigon Wealth Management
California
$441K +$112K +1,328 +34%
FTDI
343
First Trust Direct Indexing
Massachusetts
$440K +$440K +5,223 New
CAG
344
Crestwood Advisors Group
Massachusetts
$439K
GWA
345
GGM Wealth Advisors
Maryland
$438K +$46K +546 +12%
CB
346
Community Bank
New York
$438K +$253 +3 +0.1%
AAS
347
Avantax Advisory Services
Texas
$437K +$32.2K +382 +8%
AP
348
Appleton Partners
Massachusetts
$435K -$5.05K -60 -1%
JF
349
JSF Financial
California
$434K
WC
350
Weil Company
California
$432K