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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 %
AF
451
Allworth Financial
California
$216K -$47K -644 -18%
VWM
452
Venturi Wealth Management
Texas
$214K
ECM
453
Evergreen Capital Management
Washington
$214K +$214K +2,932 New
IFAM
454
Institutional & Family Asset Management
Colorado
$212K -$290K -3,981 -58%
EH
455
Equitable Holdings
New York
$211K +$211K +2,888 New
GRP
456
Global Retirement Partners
California
$210K
CFGS
457
Concourse Financial Group Securities
Alabama
$208K +$13.8K +189 +7%
GVAG
458
Great Valley Advisor Group
Delaware
$206K +$437 +6 +0.2%
MGP
459
Metis Global Partners
California
$202K +$202K +2,776 New
TF
460
TimeScale Financial
Massachusetts
$201K +$2.55K +35 +1%
Citigroup
461
Citigroup
New York
$195K -$449K -6,160 -70%
CSPIA
462
Cary Street Partners Investment Advisory
Virginia
$194K
PC
463
Pecaut & Co
Iowa
$192K +$1.97K +27 +1%
GWM
464
Grand Wealth Management
Michigan
$190K
WTC
465
WhitTier Trust Company
Nevada
$156K
C
466
Covestor
United Kingdom
$153K -$8.63K -118 -5%
FA
467
Fiduciary Alliance
South Carolina
$145K +$145K +1,993 New
BC
468
Bartlett & Co
Ohio
$141K +$7.97K +109 +6%
CPG
469
Cornerstone Planning Group
New Jersey
$141K +$141K +1,933 New
BCWM
470
Bartlett & Co Wealth Management
Ohio
$141K +$7.95K +109 +6%
PFBT
471
Parkside Financial Bank & Trust
Missouri
$138K +$138K +1,893 New
GT
472
Glenmede Trust
Pennsylvania
$135K
S
473
SignatureFD
Georgia
$125K +$16.1K +221 +15%
CFD
474
Creative Financial Designs
Indiana
$122K -$28.2K -386 -19%
CA
475
Clearstead Advisors
Ohio
$122K -$8.24K -113 -6%