ESGD icon

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 %
HDIM
401
Hanson & Doremus Investment Management
Vermont
$267K -$11.5K -175 -4%
PIA
402
Perennial Investment Advisors
California
$261K +$261K +3,977 New
EPP
403
ETF Portfolio Partners
Kansas
$259K +$1.64K +25 +0.6%
FA
404
Flagstar Advisors
New York
$259K +$71.3K +1,085 +38%
BTWM
405
Baker Tilly Wealth Management
Wisconsin
$258K +$21.6K +328 +9%
TDWM
406
Topel & Distasi Wealth Management
California
$257K
SB
407
Strategic Blueprint
Georgia
$257K -$49.4K -751 -16%
PPW
408
Presilium Private Wealth
Pennsylvania
$256K +$256K +3,896 New
CA
409
CoreCap Advisors
Michigan
$256K +$10.3K +157 +4%
CA
410
CGN Advisors
Kansas
$256K -$262K -3,984 -51%
RW
411
Rede Wealth
Virginia
$255K +$255K +3,877 New
AG
412
Ascent Group
Virginia
$251K -$102K -1,547 -29%
LW
413
Libra Wealth
California
$251K +$11.1K +169 +5%
TWA
414
Talisman Wealth Advisors
New Jersey
$251K +$251K +3,814 New
UAS
415
United Asset Strategies
New York
$250K +$12.2K +185 +5%
PMFA
416
Plante Moran Financial Advisors
Michigan
$249K +$53.9K +820 +28%
BRWA
417
B. Riley Wealth Advisors
Florida
$248K +$248K +3,775 New
OBWP
418
O'Brien Wealth Partners
Massachusetts
$248K -$2.57M -39,128 -91%
GVAG
419
Great Valley Advisor Group
Delaware
$244K +$244K +3,710 New
IAN
420
Integrated Advisors Network
Texas
$241K -$66.3K -1,008 -22%
VC
421
Veracity Capital
Georgia
$241K +$241K +3,660 New
P
422
Palladiem
Pennsylvania
$241K
FPAS
423
Focus Partners Advisor Solutions
Missouri
$237K -$80.4K -1,223 -25%
SFG
424
SNS Financial Group
Minnesota
$235K +$235K +3,577 New
OWP
425
Obermeyer Wealth Partners
Colorado
$230K -$40.8K -620 -15%