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iShares ESG Aware MSCI EAFE ETF

498 hedge funds and large institutions have $5.23B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 251 increasing their positions, 137 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+16
Holders Change %
+3.32%
% of All Funds
8.42%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.36%
New
52
Increased
251
Reduced
137
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OBWP
376
O'Brien Wealth Partners
Massachusetts
$237K -$6.13M -97,594 -96%
EPP
377
ETF Portfolio Partners
Kansas
$237K +$689 +11 +0.3%
CA
378
Cetera Advisors
Colorado
$237K +$36.2K +577 +18%
HWM
379
Horizons Wealth Management
North Carolina
$235K +$235K +3,562 New
PFA
380
Pathway Financial Advisors
Vermont
$234K -$15.3K -243 -6%
WWA
381
WCG Wealth Advisors
Nevada
$232K +$232K +3,702 New
WF
382
Warner Financial
Maryland
$231K +$57.5K +914 +33%
IAN
383
Integrated Advisors Network
Texas
$231K +$231K +3,676 New
UL
384
Unionview LLC
Washington
$227K +$227K +3,615 New
TFCP
385
Twin Focus Capital Partners
Massachusetts
$226K
MAA
386
Matrix Asset Advisors
New York
$226K +$32K +510 +17%
AC
387
AlphaCore Capital
California
$224K +$313 +5 +0.1%
WC
388
Weil Company
California
$223K +$223K +3,556 New
SOAG
389
Silver Oak Advisory Group
Oregon
$219K
SWM
390
Spire Wealth Management
Virginia
$217K -$209K -3,335 -49%
HFA
391
High Falls Advisors
New York
$211K +$14.8K +236 +8%
PIA
392
Perennial Investment Advisors
California
$210K +$2.7K +43 +1%
CWM
393
Cherrydale Wealth Management
New Jersey
$210K +$210K +3,350 New
BCI
394
Brinker Capital Investments
Pennsylvania
$208K -$403K -6,402 -66%
FWI
395
Facet Wealth Inc
Maryland
$202K +$202K +3,224 New
KWM
396
Kingsview Wealth Management
Oregon
$201K -$17.6K -281 -8%
UAS
397
United Asset Strategies
New York
$200K +$7.77K +124 +4%
NL
398
NEPC LLC
Massachusetts
$198K -$40.2K -641 -17%
AA
399
Addison Advisors
Vermont
$192K +$171K +2,730 +827%
MFA
400
Morling Financial Advisors
California
$184K -$101K -1,603 -35%