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iShares ESG Aware MSCI EAFE ETF

498 hedge funds and large institutions have $5.23B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 251 increasing their positions, 137 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+16
Holders Change %
+3.32%
% of All Funds
8.42%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.36%
New
52
Increased
251
Reduced
137
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
426
North Star Investment Management
Illinois
$78K -$73.2K -1,169 -48%
LWA
427
Lowe Wealth Advisors
Maryland
$75K
RIM
428
Rockbridge Investment Management
New York
$72.7K +$7.66K +122 +12%
GC
429
Gould Capital
Washington
$72K +$4.91K +78 +7%
UWM
430
Urban Wealth Management
California
$70K +$70K +1,122 New
AWM
431
AllSquare Wealth Management
New York
$69K
MFA
432
Mayflower Financial Advisors
Massachusetts
$66K -$100 -20 -0.2%
AWM
433
Atticus Wealth Management
Florida
$66K +$35.9K +572 +119%
CCM
434
Cribstone Capital Management
Maine
$64K -$18.8K -300 -23%
BCM
435
Bourgeon Capital Management
Connecticut
$62K +$1.12K +18 +2%
BA
436
Bellwether Advisors
Nebraska
$61K
TC
437
Trust Company
Kansas
$60K -$1.06K -17 -2%
DWMG
438
DB Wealth Management Group
California
$60K
MA
439
MCF Advisors
Kentucky
$58K +$1.27K +20 +2%
SC
440
Stephens Consulting
Michigan
$56.5K +$314 +5 +0.6%
IWP
441
IAG Wealth Partners
Wisconsin
$56K +$30.4K +485 +119%
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$52K +$28.1K +451 +117%
HFS
443
HBC Financial Services
Washington
$52K +$52K +835 New
AA
444
Ancora Advisors
Ohio
$48K
KFI
445
Key Financial Inc
Pennsylvania
$44K
PCFFS
446
Pacific Center for Financial Services
California
$42K
EIP
447
Ellis Investment Partners
Pennsylvania
$39K +$1.12K +18 +3%
LFG
448
Larson Financial Group
Missouri
$37K +$37K +590 New
LS
449
Leelyn Smith
Illinois
$35K +$35K +557 New
BMD
450
Better Money Decisions
New Mexico
$34K -$460K -7,259 -93%