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iShares ESG Aware MSCI EAFE ETF

495 hedge funds and large institutions have $5.99B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 270 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+79
Holders Change %
+18.99%
% of All Funds
7.64%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
101
Increased
270
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WSWA
351
Warren Street Wealth Advisors
California
$316K +$316K +3,975 New
SP
352
Symmetry Partners
Connecticut
$314K +$314K +3,947 New
SEA
353
Stegent Equity Advisors
Texas
$307K +$307K +3,870 New
BAAM
354
Baker Avenue Asset Management
California
$304K +$10.2K +129 +3%
PFA
355
Pathway Financial Advisors
Vermont
$303K +$303K +3,967 New
CFD
356
Creative Financial Designs
Indiana
$301K -$69.4K -874 -19%
VWM
357
Venturi Wealth Management
Texas
$293K +$54.6K +687 +23%
EWS
358
Evergreen Wealth Solutions
Pennsylvania
$293K +$293K +3,689 New
NL
359
NEPC LLC
Massachusetts
$291K +$242K +3,047 +495%
MFA
360
Morling Financial Advisors
California
$291K +$291K +3,664 New
MYIA
361
Mount Yale Investment Advisors
Colorado
$289K +$289K +3,637 New
PCG
362
Private Capital Group
Connecticut
$288K
Millennium Management
363
Millennium Management
New York
$288K +$288K +3,629 New
BFA
364
Bragg Financial Advisors
North Carolina
$287K
IA
365
IFP Advisors
Florida
$287K +$30.1K +377 +12%
EWA
366
EverSource Wealth Advisors
Alabama
$286K +$286K +3,599 New
BO
367
BRR OpCo
Ohio
$283K +$283K +3,559 New
WFA
368
Wade Financial Advisory
California
$282K
SOAG
369
Silver Oak Advisory Group
Oregon
$277K +$277K +3,486 New
PCA
370
Pallas Capital Advisors
Massachusetts
$268K +$268K +3,470 New
PGA
371
Portland Global Advisors
Maine
$267K
SIM
372
Seaview Investment Managers
Florida
$263K -$1.31M -16,492 -83%
PIA
373
Perennial Investment Advisors
California
$262K -$21.8K -274 -8%
SPL
374
Smart Portfolios LLC
Washington
$261K +$7.32K +92 +3%
FCH
375
Freestone Capital Holdings
Washington
$260K +$260K +3,273 New