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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 %
MOS
426
MGO One Seven
Ohio
$262K
T
427
TCWP
Ohio
$262K
BFM
428
Boston Financial Management
Massachusetts
$262K -$25.2K -315 -9%
TPCW
429
TD Private Client Wealth
New York
$261K -$223K -2,785 -46%
PWM
430
Perigon Wealth Management
California
$259K -$16.1K -202 -6%
FC
431
Forte Capital
New York
$258K
PWM
432
Paulson Wealth Management
Illinois
$257K +$257K +3,210 New
CA
433
Continuum Advisory
Idaho
$256K +$256K +3,185 New
GRP
434
Global Retirement Partners
California
$256K +$24K +300 +10%
TFO
435
Tarbox Family Office
California
$255K -$10.6K -133 -4%
SIAM
436
Sterling Investment Advisors (Missouri)
Missouri
$253K -$1.36K -17 -0.5%
KPWS
437
Kestra Private Wealth Services
Texas
$249K -$75K -938 -23%
LPAM
438
Lodestar Private Asset Management
California
$248K
XF
439
XML Financial
Maryland
$248K
HWM
440
Horizons Wealth Management
North Carolina
$243K
BBA
441
BLB&B Advisors
Pennsylvania
$243K -$3.6K -45 -1%
TSS
442
Two Sigma Securities
New York
$241K +$241K +3,014 New
ACA
443
Atlas Capital Advisors
Wyoming
$239K
EWS
444
Evergreen Wealth Solutions
Pennsylvania
$238K -$32.6K -408 -12%
HWMA
445
Heritage Wealth Management (Arizona)
Arizona
$237K +$3.2K +40 +1%
Massachusetts Financial Services
446
Massachusetts Financial Services
Massachusetts
$231K -$318K -3,982 -58%
MAWA
447
Moss Adams Wealth Advisors
Washington
$227K -$780K -9,757 -77%
SWM
448
Spire Wealth Management
Virginia
$226K +$959 +12 +0.4%
AF
449
Advisornet Financial
Minnesota
$225K +$19.7K +247 +10%
BWA
450
Bordeaux Wealth Advisors
California
$223K -$21.6K -270 -9%