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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 %
CFD
451
Creative Financial Designs
Indiana
$127K
CFGS
452
Concourse Financial Group Securities
Alabama
$124K +$124K +1,883 New
CS
453
Comerica Securities
Michigan
$122K +$122K +1,861 New
BC
454
Bartlett & Co
Ohio
$120K -$539K -8,170 -82%
BCWM
455
Bartlett & Co Wealth Management
Ohio
$120K -$537K -8,170 -82%
PIMG
456
Patriot Investment Management Group
Tennessee
$118K +$118K +1,651 New
S
457
SignatureFD
Georgia
$110K -$1.64K -25 -1%
FCA
458
FinTrust Capital Advisors
South Carolina
$103K
LOIP
459
Live Oak Investment Partners
Texas
$98.9K
KHC
460
Koesten Hirschmann & Crabtree
Kansas
$97.3K +$97.3K +1,480 New
TCOV
461
Trust Company of Vermont
Vermont
$91.8K +$9.8K +149 +12%
CA
462
Clearstead Advisors
Ohio
$87.3K -$326K -4,966 -79%
Bank of Montreal
463
Bank of Montreal
Ontario, Canada
$86.9K -$35K -530 -29%
NSIM
464
North Star Investment Management
Illinois
$82.1K +$132 +2 +0.2%
LFA
465
LGT Financial Advisors
Texas
$81K +$81K +1,232 New
GM
466
GeoWealth Management
Illinois
$80K +$80K +1,232 New
Qube Research & Technologies (QRT)
467
Qube Research & Technologies (QRT)
United Kingdom
$78.8K +$78.8K +1,198 New
GC
468
Gould Capital
Washington
$78.7K +$3.42K +52 +5%
SWM
469
Sugarloaf Wealth Management
Georgia
$77.7K
SWM
470
Spire Wealth Management
Virginia
$76K -$28K -425 -27%
AWM
471
AllSquare Wealth Management
New York
$72.1K
TC
472
Trust Company
Kansas
$71K -$462 -7 -0.6%
National Bank of Canada
473
National Bank of Canada
Quebec, Canada
$66.7K -$34.6K -527 -34%
LWA
474
Lowe Wealth Advisors
Maryland
$65.7K
CPG
475
Cornerstone Planning Group
New Jersey
$65.5K +$65.5K +928 New