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iShares ESG Aware MSCI EAFE ETF

553 hedge funds and large institutions have $5.7B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 223 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-8
Holders Change %
-1.43%
% of All Funds
8.82%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
32
Increased
223
Reduced
188
Closed
33
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Shares
Change %
MGP
451
Metis Global Partners
California
$206K +$13.8K +199 +7%
SB
452
Strategic Blueprint
Georgia
$205K -$115K -1,662 -36%
PPW
453
Parcion Private Wealth
Washington
$205K -$18.7K -270 -8%
CFGS
454
Concourse Financial Group Securities
Alabama
$196K -$1.04K -15 -0.5%
GRP
455
Global Retirement Partners
California
$195K +$607 +9 +0.3%
GIA
456
Goodwin Investment Advisory
Georgia
$192K -$176K -2,547 -48%
GWM
457
Grand Wealth Management
Michigan
$180K
PC
458
Pecaut & Co
Iowa
$178K -$4.08K -59 -2%
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$159K -$8.01M -115,591 -98%
C
460
Covestor
United Kingdom
$152K +$7.26K +105 +5%
VWM
461
Venturi Wealth Management
Texas
$149K -$54.1K -783 -27%
WTC
462
WhitTier Trust Company
Nevada
$147K -$1.04K -15 -0.7%
JFGIW
463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K +$113K +1,630 +376%
S
464
SignatureFD
Georgia
$135K +$15.9K +230 +13%
BCWM
465
Bartlett & Co Wealth Management
Ohio
$134K +$760 +11 +0.6%
BC
466
Bartlett & Co
Ohio
$134K +$760 +11 +0.6%
CPG
467
Cornerstone Planning Group
New Jersey
$132K -$1.94K -28 -1%
PFBT
468
Parkside Financial Bank & Trust
Missouri
$131K
ACA
469
Aptus Capital Advisors
Alabama
$129K -$95.5K -1,382 -43%
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$112K +$29K +420 +35%
KHC
471
Koesten Hirschmann & Crabtree
Kansas
$102K
BCM
472
Bourgeon Capital Management
Connecticut
$95.7K +$5.19K +75 +6%
CFD
473
Creative Financial Designs
Indiana
$94.4K -$21.2K -307 -18%
LFA
474
LGT Financial Advisors
Texas
$90.3K +$26.3K +380 +41%
NSIM
475
North Star Investment Management
Illinois
$86.9K