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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 %
EH
326
Equitable Holdings
New York
$531K -$169K -2,069 -24%
BWL
327
Bogart Wealth LLC
Virginia
$529K -$5.56K -68 -1%
BB
328
Bell Bank
North Dakota
$527K
FF
329
Farrell Financial
New York
$523K
PWM
330
Paulson Wealth Management
Illinois
$511K +$27.9K +342 +6%
CIBC Asset Management
331
CIBC Asset Management
Ontario, Canada
$510K
MJRIC
332
Mogy Joel R Investment Counsel
California
$509K +$509K +6,230 New
MWM
333
Modern Wealth Management
Kansas
$509K +$509K +6,229 New
SCM
334
SCS Capital Management
Massachusetts
$501K +$501K +6,135 New
IA
335
IFP Advisors
Florida
$500K +$12.8K +157 +3%
CAG
336
Curtis Advisory Group
California
$498K
FC
337
Fulcrum Capital
Washington
$484K -$45.7K -560 -9%
ACA
338
Affinity Capital Advisors
California
$482K -$515K -6,514 -52%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$478K +$266K +3,259 +126%
SRB
340
Shotwell Rutter Baer
Michigan
$476K -$44.2K -590 -8%
SFA
341
Sequoia Financial Advisors
Ohio
$471K +$37.6K +460 +9%
MWP
342
Moller Wealth Partners
$468K +$102K +1,252 +28%
JF
343
JSF Financial
California
$467K +$67.9K +831 +17%
FFA
344
First Foundation Advisors
California
$463K -$168K -2,058 -27%
AA
345
Advisory Alpha
Michigan
$460K -$7.6K -93 -2%
BP
346
Ballentine Partners
Massachusetts
$459K
ML
347
McAdam LLC
Pennsylvania
$457K +$60.6K +742 +15%
NBWM
348
North Berkeley Wealth Management
California
$451K -$58.1K -711 -11%
BFP
349
Beacon Financial Planning
Massachusetts
$450K
OBWG
350
Onyx Bridge Wealth Group
New York
$448K -$9.8K -120 -2%