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iShares ESG Aware MSCI EAFE ETF

561 hedge funds and large institutions have $6.12B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 254 increasing their positions, 166 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+17
Holders Change %
+3.13%
% of All Funds
8.85%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
50
Increased
254
Reduced
166
Closed
29
Calls
$66K
Puts
Net Calls
+$66K
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Shares
Change %
HDIM
401
Hanson & Doremus Investment Management
Vermont
$291K
PFO
402
Pathstone Family Office
New Jersey
$287K +$287K +3,942 New
FFA
403
Farther Finance Advisors
California
$284K +$34.1K +468 +14%
TWA
404
Talisman Wealth Advisors
New Jersey
$282K +$3.43K +47 +1%
UAS
405
United Asset Strategies
New York
$281K -$51.3K -704 -15%
PPW
406
Presilium Private Wealth
Pennsylvania
$280K +$2.77K +38 +1%
RP
407
Riverwater Partners
Wisconsin
$279K -$179K -2,453 -39%
OBWP
408
O'Brien Wealth Partners
Massachusetts
$275K
TDWM
409
Topel & Distasi Wealth Management
California
$272K -$2.7K -37 -1%
SQA
410
Simon Quick Advisors
New Jersey
$271K -$71.8K -984 -21%
MNG
411
Manning & Napier Group
New York
$265K -$281K
WFA
412
Wade Financial Advisory
California
$265K -$91.2K -1,250 -26%
SEIA
413
Signature Estate & Investment Advisors
California
$264K -$67.7K -926 -20%
MRC
414
Millburn Ridgefield Corp
New York
$263K -$57.3K -786 -18%
BRWA
415
B. Riley Wealth Advisors
Florida
$262K -$73 -1 -0%
MAA
416
Matrix Asset Advisors
New York
$262K +$2.63K +36 +1%
DSN
417
D. Scott Neal
Kentucky
$259K +$259K +3,554 New
SFG
418
SNS Financial Group
Minnesota
$258K -$10.6K -145 -4%
MFA
419
Morling Financial Advisors
California
$256K +$42.4K +581 +20%
Renaissance Technologies
420
Renaissance Technologies
New York
$255K +$255K +3,500 New
AG
421
Ascent Group
Virginia
$254K -$26.6K -366 -9%
SOAG
422
Silver Oak Advisory Group
Oregon
$254K
FWP
423
Falcon Wealth Planning
California
$254K +$254K +3,479 New
MW
424
Marcum Wealth
Ohio
$253K
MWP
425
Moller Wealth Partners
$251K