ESGD icon

iShares ESG Aware MSCI EAFE ETF

573 hedge funds and large institutions have $6.57B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 232 increasing their positions, 180 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.31%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
43
Increased
232
Reduced
180
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFP
351
Brewster Financial Planning
New York
$402K
CA
352
CGN Advisors
Kansas
$402K +$73K +914 +22%
PMFA
353
Plante Moran Financial Advisors
Michigan
$401K
WCF
354
West Coast Financial
California
$401K
AP
355
Adero Partners
California
$394K
SB
356
Simmons Bank
Arkansas
$394K -$220K -2,755 -36%
MIA
357
Milestone Investment Advisors
Wisconsin
$391K -$144K -1,800 -27%
FWP
358
Falcon Wealth Planning
California
$379K +$52K +651 +16%
LFG
359
Leverty Financial Group
Wisconsin
$375K -$61.9K -775 -14%
OBWG
360
Onyx Bridge Wealth Group
New York
$371K -$675K -8,648 -65%
CIA
361
Compass Ion Advisors
Pennsylvania
$369K
PFA
362
Pathway Financial Advisors
Vermont
$363K +$8.95K +112 +3%
AFG
363
ABLE Financial Group
Arizona
$360K -$3.12K -39 -0.9%
JF
364
JSF Financial
California
$359K -$31.6K -395 -8%
PIA
365
Perennial Investment Advisors
California
$359K +$2.96K +37 +0.8%
T
366
TrueFG
Texas
$359K +$1.2K +15 +0.3%
SIA
367
SkyView Investment Advisors
New Jersey
$355K +$355K +4,440 New
PFGIA
368
Patriot Financial Group Insurance Agency
Massachusetts
$351K -$24K -300 -6%
BWL
369
Bogart Wealth LLC
Virginia
$349K +$80 +1 +0%
WAM
370
WNY Asset Management
New York
$345K +$5.04K +63 +1%
AAS
371
Avantax Advisory Services
Texas
$344K -$17.3K -217 -5%
SEIA
372
Signature Estate & Investment Advisors
California
$340K +$96.3K +1,205 +40%
DWG
373
Darden Wealth Group
Michigan
$338K -$1.2K -15 -0.4%
LW
374
Libra Wealth
California
$336K
UL
375
Unionview LLC
Washington
$336K