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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 %
RA
376
Regis Acquisition
Colorado
$331K
AGA
377
Arkos Global Advisors
Texas
$330K +$399 +5 +0.1%
PWA
378
Physician Wealth Advisors
Utah
$330K
MCM
379
MAI Capital Management
Ohio
$327K +$327K +4,090 New
ITB
380
Idaho Trust Bank
Idaho
$326K -$146K -1,826 -31%
FWM
381
Fingerlakes Wealth Management
New York
$326K +$11.3K +142 +4%
UAS
382
United Asset Strategies
New York
$325K +$34.8K +435 +12%
PCMC
383
Private Capital Management (Colorado)
Colorado
$324K +$11.2K +140 +4%
SAG
384
SageView Advisory Group
California
$324K -$3.64M -66,838 -92%
WF
385
Warner Financial
Maryland
$321K
RWP
386
Revolve Wealth Partners
New Jersey
$320K -$84.2K -1,054 -21%
NC
387
Napatree Capital
Rhode Island
$320K +$155 +2 +0%
IAN
388
Integrated Advisors Network
Texas
$319K -$160 -2 -0.1%
MNG
389
Manning & Napier Group
New York
$319K -$302K
HDIM
390
Hanson & Doremus Investment Management
Vermont
$319K
MFA
391
Morling Financial Advisors
California
$315K +$8.47K +106 +3%
WRPWM
392
Werba Rubin Papier Wealth Management
California
$315K +$315K +3,936 New
VC
393
Veracity Capital
Georgia
$313K +$5.59K +70 +2%
PP
394
PrairieView Partners
Minnesota
$313K -$560 -7 -0.2%
RFP
395
Root Financial Partners
California
$313K
WFA
396
Wade Financial Advisory
California
$312K -$3.2K -40 -1%
IIC
397
Integrated Investment Consultants
Michigan
$310K +$91.6K +1,146 +42%
FFA
398
Farther Finance Advisors
California
$305K -$29.5K -371 -9%
FFM
399
Forum Financial Management
Illinois
$303K +$303K +3,789 New
TDWM
400
Topel & Distasi Wealth Management
California
$301K -$1.84K -23 -0.6%