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iShares ESG Aware MSCI EAFE ETF

606 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+21
Holders Change %
+3.59%
% of All Funds
8.07%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
155
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFW
476
Petros Family Wealth
Minnesota
$208K +$208K +2,735 New
BFA
477
Bright Financial Advisors
Michigan
$206K
RRA
478
Round Rock Advisors
Connecticut
$202K
SC
479
Stephenson & Company
California
$200K +$200K +2,627 New
AF
480
Advisornet Financial
Minnesota
$197K +$7.99K +105 +4%
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$197K +$94.7K +1,247 +93%
TCOV
482
Trust Company of Vermont
Vermont
$196K +$103K +1,351 +110%
PS
483
Principal Securities
Iowa
$193K -$14.9K -196 -7%
ACA
484
Atlas Capital Advisors
Wyoming
$179K +$228 +3 +0.1%
WTC
485
WhitTier Trust Company
Nevada
$169K +$9.9K +130 +6%
S
486
Sachetta
Massachusetts
$168K -$4.34K -57 -3%
Bank of Montreal
487
Bank of Montreal
Ontario, Canada
$164K +$128K +1,677 +349%
M
488
MOTCO
Texas
$159K +$125K +1,645 +369%
CA
489
CoreCap Advisors
Michigan
$159K -$9.75K -128 -6%
CPG
490
Cornerstone Planning Group
New Jersey
$156K +$2.07K +26 +1%
BCWM
491
Bartlett & Co Wealth Management
Ohio
$153K -$533 -7 -0.3%
WA
492
WPG Advisers
Maryland
$150K +$150K +1,974 New
KFP
493
Keener Financial Planning
Texas
$149K +$91.5K +1,209 +159%
PFBT
494
Parkside Financial Bank & Trust
Missouri
$144K
GT
495
Glenmede Trust
Pennsylvania
$143K
HWM
496
Horizons Wealth Management
North Carolina
$143K
FF
497
Finley Financial
Nevada
$140K +$140K +1,830 New
JFGIW
498
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$132K +$954 +12 +0.7%
MFA
499
McClarren Financial Advisors
Pennsylvania
$131K +$35.9K +472 +38%
BA
500
Bellwether Advisors
Nebraska
$131K +$131K +1,717 New