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iShares ESG Aware MSCI EAFE ETF

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.04%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RW
126
REDW Wealth
New Mexico
$544K +$13.9K +230 +3%
IWC
127
Integrated Wealth Concepts
Massachusetts
$506K +$506K +8,348 New
SIC
128
Sigma Investment Counselors
Michigan
$506K +$506K +8,360 New
MWA
129
MFA Wealth Advisors
Pennsylvania
$505K +$42.1K +695 +9%
WIP
130
Wellesley Investment Partners
Massachusetts
$500K +$55.2K +911 +12%
HWA
131
Hilltop Wealth Advisors
North Carolina
$489K -$27.3K -450 -5%
JPMPWA
132
J.P. Morgan Private Wealth Advisors
California
$453K +$453K +7,481 New
IFAM
133
Institutional & Family Asset Management
Colorado
$443K +$46.7K +770 +12%
VHAM
134
Van Hulzen Asset Management
California
$439K +$116K +1,917 +36%
CIBC Asset Management
135
CIBC Asset Management
Ontario, Canada
$434K
Bank Julius Baer & Co
136
Bank Julius Baer & Co
Switzerland
$431K -$310K -5,126 -42%
TC
137
Trilogy Capital
California
$424K +$424K +6,661 New
CGL
138
Clarius Group LLC
Washington
$421K +$421K +6,952 New
WR
139
Watson Rebecca
$412K +$7.93K +131 +2%
VC
140
Vicus Capital
Pennsylvania
$410K -$113K -1,858 -22%
RJT
141
Raymond James Trust
Florida
$410K +$3.94K +65 +1%
EFSCE
142
Enterprise Financial Services Corp (EFSC)
Missouri
$409K +$41.5K +684 +11%
COF
143
Capital One Financial
Virginia
$399K
QCM
144
Quest Capital Management
Texas
$399K +$1.27K +21 +0.3%
PAS
145
Partnervest Advisory Services
California
$394K +$2.12K +35 +0.5%
OPS
146
Orion Portfolio Solutions
Nebraska
$392K +$365K +6,024 +1,354%
PWM
147
Perigon Wealth Management
California
$389K +$389K +6,425 New
FWCM
148
Ferguson Wellman Capital Management
Oregon
$388K +$2.12K +35 +0.6%
SWP
149
Stratos Wealth Partners
Ohio
$386K +$40.4K +667 +12%
OCM
150
One Capital Management
California
$374K