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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 %
WTC
476
WhitTier Trust Company
Nevada
$166K -$3.36K -42 -2%
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$164K -$264K -3,292 -62%
BCWM
478
Bartlett & Co Wealth Management
Ohio
$157K
PFBT
479
Parkside Financial Bank & Trust
Missouri
$151K
CPG
480
Cornerstone Planning Group
New Jersey
$150K +$79 +1 +0.1%
CA
481
Clearstead Advisors
Ohio
$143K
C
482
Covestor
United Kingdom
$135K -$11.8K -147 -8%
JFGIW
483
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K +$43.7K +547 +49%
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$127K +$2.4K +30 +2%
MFA
485
McClarren Financial Advisors
Pennsylvania
$126K +$58.8K +733 +87%
GC
486
Gould Capital
Washington
$126K +$25.4K +318 +25%
EWA
487
EverSource Wealth Advisors
Alabama
$119K +$119K +1,532 New
KHC
488
Koesten Hirschmann & Crabtree
Kansas
$118K
AF
489
Allworth Financial
California
$108K +$36.5K +457 +51%
LFA
490
LGT Financial Advisors
Texas
$106K
NSIM
491
North Star Investment Management
Illinois
$101K
TCOV
492
Trust Company of Vermont
Vermont
$98.2K
VAMG
493
Voisard Asset Management Group
Michigan
$96.6K
BL
494
BFSG LLC
California
$89K
AWM
495
AllSquare Wealth Management
New York
$87.6K
TC
496
Trust Company
Kansas
$80.1K +$719 +9 +0.9%
FIM
497
Fernwood Investment Management
Massachusetts
$77.3K +$77.3K +967 New
FFA
498
Founders Financial Alliance
North Carolina
$75.9K +$75.9K +950 New
BNP Paribas Financial Markets
499
BNP Paribas Financial Markets
France
$72.4K +$15.2K +190 +27%
PWA
500
Provenance Wealth Advisors
Florida
$70.2K +$50.5K +632 +256%