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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 %
BFEC
551
Benjamin F. Edwards & Company
Missouri
$12K
SMA
552
Sage Mountain Advisors
Georgia
$11.7K +$1.52K +19 +15%
RWM
553
Ruedi Wealth Management
Illinois
$8.9K +$160 +2 +2%
CFD
554
Creative Financial Designs
Indiana
$8.79K
SIS
555
Sound Income Strategies
Florida
$7.35K
FFA
556
Frazier Financial Advisors
Ohio
$7.27K +$7.27K +91 New
CTWM
557
Cherry Tree Wealth Management
Minnesota
$7.11K
MIM
558
Macroview Investment Management
Maryland
$6.63K
GWP
559
Gen-Wealth Partners
Michigan
$5.99K +$5.99K +75 New
CSWM
560
Cassady Schiller Wealth Management
Ohio
$5.35K
SAM
561
Smartleaf Asset Management
Massachusetts
$5.29K
PA
562
PSI Advisors
Florida
$5.26K
SC
563
SouthState Corp
Florida
$4.8K +$4.8K +60 New
LWCFA
564
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.94K +$3.94K +51 New
Optiver Holding
565
Optiver Holding
Netherlands
$3.28K
CA
566
Centerpoint Advisors
Massachusetts
$3K +$538 +7 +22%
WIA
567
Wetzel Investment Advisors
Indiana
$2.59K
KFS
568
Kelly Financial Services
Massachusetts
$2.47K
BC
569
Barrett & Company
Rhode Island
$2.16K
TAM
570
Tucker Asset Management
Colorado
$2.08K
GI
571
Gradient Investments
Minnesota
$1.44K +$1.36K +17 +1,700%
AssetMark Inc
572
AssetMark Inc
California
$1.04K +$320 +4 +44%
GFPC
573
Global Financial Private Client
Florida
$477
BTI
574
Blue Trust Inc
Georgia
$400
GEA
575
Glen Eagle Advisors
New Jersey
$400