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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 %
AI
101
Accredited Investors
Minnesota
$4.84M +$228K +2,852 +5%
NA
102
NewEdge Advisors
Louisiana
$4.75M +$38.2K +478 +0.8%
SC
103
Savant Capital
Illinois
$4.66M -$28.9K -362 -0.6%
HPFG
104
Hart & Patterson Financial Group
Massachusetts
$4.62M -$494K -6,185 -10%
AllianceBernstein
105
AllianceBernstein
Tennessee
$4.6M -$666K -8,340 -13%
GC
106
Garde Capital
Washington
$4.51M -$2.25M -28,219 -33%
RSWM
107
Robertson Stephens Wealth Management
California
$4.49M -$136K -1,707 -3%
RZH
108
Relyea Zuckerberg Hanson
Connecticut
$4.39M +$356K +4,450 +9%
MWM
109
Mascoma Wealth Management
New Hampshire
$4.3M +$40.8K +510 +1%
Cerity Partners
110
Cerity Partners
New York
$4.22M -$92.3K -1,163 -2%
Osaic Holdings
111
Osaic Holdings
Arizona
$4.17M -$288K -3,597 -6%
Truist Financial
112
Truist Financial
North Carolina
$4.09M +$270K +3,380 +7%
JFA
113
JNBA Financial Advisors
Minnesota
$4.02M +$409K +5,112 +11%
BRIA
114
Balanced Rock Investment Advisors
Massachusetts
$4M -$370K -4,627 -8%
MGIA
115
Moneta Group Investment Advisors
Missouri
$3.93M +$1.06M +13,296 +37%
BEC
116
Blue Edge Capital
Virginia
$3.86M +$400K +5,009 +12%
TC
117
Trilogy Capital
California
$3.76M +$294K +3,680 +8%
P
118
Pitcairn
Pennsylvania
$3.75M +$78.2K +979 +2%
QC
119
Quent Capital
New York
$3.69M +$346K +4,336 +10%
IWM
120
Integris Wealth Management
California
$3.52M -$130K -1,625 -4%
WWP
121
Waypoint Wealth Partners
California
$3.41M
PL
122
Plancorp LLC
Missouri
$3.34M +$23.2K +290 +0.7%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.3M -$257K -3,210 -7%
Fisher Asset Management
124
Fisher Asset Management
Washington
$3.26M +$78.2K +979 +2%
OCM
125
Objective Capital Management
Ohio
$3.21M -$258K -3,232 -7%