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iShares ESG Aware MSCI EAFE ETF

575 hedge funds and large institutions have $6.51B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 230 increasing their positions, 191 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+22
Holders Change %
+3.98%
% of All Funds
8.43%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
71
Increased
230
Reduced
191
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
551
Sage Mountain Advisors
Georgia
$9.59K +$9.59K +127 New
ACA
552
Aptus Capital Advisors
Alabama
$9.14K -$132K -1,744 -94%
CFD
553
Creative Financial Designs
Indiana
$8.31K -$94.8K -1,255 -92%
RWM
554
Ruedi Wealth Management
Illinois
$8.27K
SIS
555
Sound Income Strategies
Florida
$6.95K +$6.95K +92 New
CTWM
556
Cherry Tree Wealth Management
Minnesota
$6.72K
MIM
557
Macroview Investment Management
Maryland
$6.27K +$76 +1 +1%
OLVIG
558
Oliver Lagore Vanvalin Investment Group
Michigan
$5.43K -$20.3K -269 -79%
CSWM
559
Cassady Schiller Wealth Management
Ohio
$5.06K
SAM
560
Smartleaf Asset Management
Massachusetts
$4.98K +$4.98K +66 New
PA
561
PSI Advisors
Florida
$4.97K +$1.96K +26 +65%
GIA
562
Goodwin Investment Advisory
Georgia
$4K -$206K -2,731 -98%
ME
563
McIlrath & Eck
Washington
$3.78K -$4.08K -54 -52%
TSWM
564
Tyler-Stone Wealth Management
Ohio
$3.4K
IPW
565
Impact Partnership Wealth
Georgia
$3.32K +$3.32K +44 New
Optiver Holding
566
Optiver Holding
Netherlands
$3.1K
WIA
567
Wetzel Investment Advisors
Indiana
$3K +$3K +34 New
KFS
568
Kelly Financial Services
Massachusetts
$2.34K -$3.92K -52 -63%
BC
569
Barrett & Company
Rhode Island
$2.04K
CA
570
Centerpoint Advisors
Massachusetts
$2K +$1.06K +17 +113%
TAM
571
Tucker Asset Management
Colorado
$1.96K
DJSG
572
D.J. St. Germain
Massachusetts
$1.21K
AssetMark Inc
573
AssetMark Inc
California
$680 -$937K -12,400 -100%
GFPC
574
Global Financial Private Client
Florida
$453 -$8.61K -114 -95%
GEA
575
Glen Eagle Advisors
New Jersey
$378