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iShares ESG Aware MSCI EAFE ETF

553 hedge funds and large institutions have $5.7B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 223 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-8
Holders Change %
-1.43%
% of All Funds
8.82%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
32
Increased
223
Reduced
188
Closed
33
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Shares
Change %
UL
376
Unionview LLC
Washington
$315K -$6.64K -96 -2%
KFP
377
KB Financial Partners
New Jersey
$314K
PIA
378
Perennial Investment Advisors
California
$307K -$59.9K -867 -16%
PFA
379
Pathway Financial Advisors
Vermont
$306K +$21.4K +309 +8%
T
380
TrueFG
Texas
$303K +$3.32K +48 +1%
MA
381
MONECO Advisors
Connecticut
$302K +$24.4K +353 +9%
RIA
382
Regal Investment Advisors
Michigan
$301K -$170K -2,464 -36%
AFG
383
ABLE Financial Group
Arizona
$300K -$32.2K -466 -10%
JF
384
JSF Financial
California
$299K +$82.9K +1,199 +38%
OBWG
385
Onyx Bridge Wealth Group
New York
$299K -$697K -10,082 -70%
DI
386
DDFG Inc
California
$294K +$71.8K +1,038 +32%
LW
387
Libra Wealth
California
$291K
BSB
388
Bangor Savings Bank
Maine
$290K
VC
389
Veracity Capital
Georgia
$289K -$6.22K -90 -2%
VHAM
390
Van Hulzen Asset Management
California
$289K
WAM
391
WNY Asset Management
New York
$289K +$289K +4,175 New
FFA
392
Farther Finance Advisors
California
$288K +$18.8K +272 +7%
SCA
393
Snowden Capital Advisors
New York
$286K -$113K -1,633 -28%
FWM
394
Fingerlakes Wealth Management
New York
$286K -$899 -13 -0.3%
MNG
395
Manning & Napier Group
New York
$284K -$265K
CJFS
396
Coulter & Justus Financial Services
Tennessee
$283K
FWP
397
Falcon Wealth Planning
California
$282K +$41.7K +603 +17%
BTWM
398
Baker Tilly Wealth Management
Wisconsin
$279K -$7.54K -109 -3%
WF
399
Warner Financial
Maryland
$277K
IAN
400
Integrated Advisors Network
Texas
$276K