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iShares ESG Aware MSCI EAFE ETF

544 hedge funds and large institutions have $5.52B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+49
Holders Change %
+9.9%
% of All Funds
8.78%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
84
Increased
204
Reduced
189
Closed
27
Calls
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Shares
Change %
VC
176
Vicus Capital
Pennsylvania
$1.49M -$73.6K -1,120 -5%
NCM
177
Neumann Capital Management
California
$1.45M +$132K +2,010 +10%
FI
178
Financial Insights
Washington
$1.45M -$71.6K -1,089 -5%
JFGLC
179
Johnson Financial Group LLC (Colorado)
Colorado
$1.43M +$1.01M +15,327 +239%
APP
180
Avantax Planning Partners
Iowa
$1.42M +$278K +4,235 +24%
MMA
181
Miracle Mile Advisors
California
$1.4M +$671K +10,207 +92%
B
182
Bailard
California
$1.37M +$1.03M +15,702 +303%
OFP
183
OLIO Financial Planning
Virginia
$1.36M -$63.6K -967 -4%
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$1.34M -$39.3K -598 -3%
CWM
185
Connecticut Wealth Management
Connecticut
$1.31M -$32.1K -488 -2%
RZH
186
Relyea Zuckerberg Hanson
Connecticut
$1.28M +$94.1K +1,432 +8%
WLIM
187
White Lighthouse Investment Management
Massachusetts
$1.27M -$257K -3,907 -17%
EGWAG
188
Elwood & Goetz Wealth Advisory Group
Georgia
$1.26M -$371K -5,648 -23%
RSWM
189
Robertson Stephens Wealth Management
California
$1.24M +$772K +11,748 +164%
G
190
GenTrust
Florida
$1.24M +$622K +9,464 +100%
SWM
191
SigFig Wealth Management
California
$1.22M +$95.7K +880 +9%
BC
192
Brio Consultants
California
$1.21M +$86.8K +1,321 +8%
RJT
193
Raymond James Trust
Florida
$1.21M
PSCM
194
Per Stirling Capital Management
Texas
$1.2M +$1.2M +18,298 New
WP
195
WealthSource Partners
California
$1.15M +$24K +365 +2%
Bank of New York Mellon
196
Bank of New York Mellon
New York
$1.14M +$99.3K +1,510 +10%
GCA
197
Greenwood Capital Associates
South Carolina
$1.14M -$35.2K -535 -3%
MBT
198
Montecito Bank & Trust
California
$1.12M +$558K +8,485 +100%
WL
199
WIT LLC
District of Columbia
$1.1M
PGA
200
Portland Global Advisors
Maine
$1.1M