ESGD icon

iShares ESG Aware MSCI EAFE ETF

498 hedge funds and large institutions have $5.23B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 251 increasing their positions, 137 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+16
Holders Change %
+3.32%
% of All Funds
8.42%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.36%
New
52
Increased
251
Reduced
137
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
176
Neumann Capital Management
California
$1.28M +$322K +5,130 +34%
OCM
177
One Capital Management
California
$1.27M +$44.7K +712 +4%
CWP
178
CFM Wealth Partners
Texas
$1.24M +$1.24M +19,700 New
Fisher Asset Management
179
Fisher Asset Management
Washington
$1.23M +$2.2K +35 +0.2%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$1.23M +$157K +2,483 +15%
RCG
181
Regatta Capital Group
California
$1.22M +$212K +3,383 +21%
SWM
182
SigFig Wealth Management
California
$1.21M +$297K +2,497 +33%
RJT
183
Raymond James Trust
Florida
$1.14M -$25K -398 -2%
GAM
184
Gould Asset Management
California
$1.13M -$43.3K -690 -4%
GT
185
Glenmede Trust
Pennsylvania
$1.11M
LNC
186
Lincoln National Corp
Pennsylvania
$1.09M -$312K -4,972 -22%
DT
187
Diversified Trust
Tennessee
$1.07M -$446K -7,100 -29%
EFSCE
188
Enterprise Financial Services Corp (EFSC)
Missouri
$1.06M +$164K +2,617 +18%
GCA
189
Greenwood Capital Associates
South Carolina
$1.04M +$25.8K +411 +3%
NYLIM
190
New York Life Investment Management
New York
$1M +$25.2K +402 +3%
Prudential Financial
191
Prudential Financial
New Jersey
$994K -$14.4K -228 -1%
DWT
192
Dorsey & Whitney Trust
South Dakota
$984K
HHGA
193
Halbert Hargrove Global Advisors
California
$976K -$439 -7 -0%
FFBTD
194
First Financial Bank - Trust Division
Ohio
$969K -$37.9K -603 -4%
UB
195
UMB Bank
Missouri
$958K
MI
196
Mercer Investments
Massachusetts
$917K
CAMV
197
Concord Asset Management (Virginia)
Virginia
$916K +$139K +2,214 +18%
HGWM
198
Horst & Graben Wealth Management
Oregon
$915K +$155K +2,472 +20%
HNB
199
Huntington National Bank
Ohio
$914K -$1.09M
MLA
200
My Legacy Advisors
Oregon
$911K -$245K -3,978 -21%