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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 %
REMPR
76
Roof Eidam Maycock Peralta (REMP)
California
$9.13M +$24K +300 +0.3%
Stifel Financial
77
Stifel Financial
Missouri
$9.03M +$993K +12,421 +12%
LWP
78
Laurel Wealth Planning
Minnesota
$8.87M -$785K -9,818 -8%
SHGA
79
Sand Hill Global Advisors
California
$8.75M +$53.9K +675 +0.6%
FEG
80
Fund Evaluation Group
Ohio
$8.52M +$2.12M +26,472 +33%
SRWM
81
Shira Ridge Wealth Management
California
$8.36M -$17.4K -218 -0.2%
BDFN
82
Bond & Devick Financial Network
Minnesota
$8.1M -$182K -2,280 -2%
WI
83
WrapManager Inc
California
$7.77M +$1.21M +15,192 +19%
HIF
84
Hill Island Financial
Michigan
$7.22M -$4K -50 -0.1%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$7.06M +$896K +11,207 +15%
LGWM
86
Litman Gregory Wealth Management
California
$7.01M +$107K +1,344 +2%
AC
87
Apella Capital
Connecticut
$6.78M -$275K -3,460 -4%
BWP
88
BSW Wealth Partners
Colorado
$6.77M -$373K -4,671 -5%
DAS
89
Dynamic Advisor Solutions
Arizona
$6.45M +$344K +4,309 +6%
CGL
90
Clarius Group LLC
Washington
$6.41M -$94.2K -1,179 -1%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$6.35M -$207K -2,590 -3%
NA
92
Nottingham Advisors
New York
$6.23M -$44K -550 -0.7%
SWA
93
SOA Wealth Advisors
New York
$6.11M -$73K -913 -1%
OWM
94
Orgel Wealth Management
Wisconsin
$5.92M +$142K +1,772 +2%
BPA
95
Beacon Pointe Advisors
California
$5.84M +$171K +2,142 +3%
WA
96
Wealth Architects
California
$5.69M -$71K -888 -1%
DF
97
Dunhill Financial
United Kingdom
$5.39M -$3.28M -41,046 -38%
KAS
98
Kestra Advisory Services
Texas
$5.31M -$735K -9,195 -12%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$5.28M +$3.35M +41,916 +174%
Citigroup
100
Citigroup
New York
$5.09M +$271K +3,391 +6%