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iShares ESG Aware MSCI EAFE ETF

544 hedge funds and large institutions have $5.52B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+49
Holders Change %
+9.9%
% of All Funds
8.78%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
84
Increased
204
Reduced
189
Closed
27
Calls
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
376
Simon Quick Advisors
New Jersey
$308K -$18.3K -279 -6%
T
377
TrueFG
Texas
$308K +$11.2K +170 +4%
WWM
378
WT Wealth Management
Arizona
$307K -$152K -2,317 -33%
MYIA
379
Mount Yale Investment Advisors
Colorado
$305K +$62K +943 +25%
BSB
380
Bangor Savings Bank
Maine
$304K -$5.12K -78 -2%
AWM
381
Apollon Wealth Management
South Carolina
$302K +$302K +4,592 New
RWP
382
Revolve Wealth Partners
New Jersey
$300K +$300K +4,568 New
EWS
383
Evergreen Wealth Solutions
Pennsylvania
$298K +$298K +4,540 New
SW
384
SVB Wealth
Massachusetts
$296K +$296K +4,500 New
AF
385
Advisornet Financial
Minnesota
$295K +$657 +10 +0.2%
SEIA
386
Signature Estate & Investment Advisors
California
$293K +$20.4K +310 +7%
MIA
387
Milestone Investment Advisors
Wisconsin
$287K +$287K +4,368 New
BBNA
388
Bremer Bank National Association
Minnesota
$287K -$12.5K -190 -4%
FWM
389
Fingerlakes Wealth Management
New York
$285K +$10.3K +156 +4%
HI
390
Harbour Investments
Wisconsin
$284K -$19.8K -301 -7%
CAL
391
Capital Analysts LLC
Pennsylvania
$277K -$65.6K -998 -19%
HPM
392
Hoxton Planning & Management
West Virginia
$276K +$276K +4,202 New
VHAM
393
Van Hulzen Asset Management
California
$275K
PP
394
PDS Planning
Ohio
$271K +$1.25K +19 +0.5%
PFA
395
Pathway Financial Advisors
Vermont
$271K -$55.3K -841 -17%
GC
396
Grimes & Company
Massachusetts
$271K -$5.65K -86 -2%
FPCP
397
Fort Point Capital Partners
California
$270K +$6.57K +100 +2%
WF
398
Warner Financial
Maryland
$269K +$12.4K +188 +5%
CJFS
399
Coulter & Justus Financial Services
Tennessee
$269K +$269K +4,089 New
UL
400
Unionview LLC
Washington
$269K +$1.58K +24 +0.6%