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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 %
RJT
176
Raymond James Trust
Florida
$1.85M -$30.8K -385 -2%
BC
177
Brio Consultants
California
$1.85M -$17.4K -218 -0.9%
PWLP
178
Prio Wealth Limited Partnership
Massachusetts
$1.85M -$9.19K -115 -0.5%
BWM
179
BigSur Wealth Management
Florida
$1.84M
AF
180
Affiance Financial
Minnesota
$1.83M -$86.3K -1,080 -4%
HHGA
181
Halbert Hargrove Global Advisors
California
$1.82M +$27.7K +347 +2%
BCM
182
Brookstone Capital Management
Illinois
$1.8M -$79.8K -998 -4%
PWMG
183
Pioneer Wealth Management Group
Texas
$1.78M +$52.2K +653 +3%
APP
184
Avantax Planning Partners
Iowa
$1.68M +$6.15K +77 +0.4%
MCCP
185
Mission Creek Capital Partners
California
$1.67M -$18.6K -233 -1%
3AM
186
3EDGE Asset Management
Florida
$1.66M -$53.1K -664 -3%
NP
187
NorthRock Partners
Minnesota
$1.62M +$112K +1,406 +7%
G
188
GenTrust
Florida
$1.56M
LWMG
189
Levy Wealth Management Group
Pennsylvania
$1.55M
AWM
190
Axxcess Wealth Management
California
$1.52M +$192K +2,403 +14%
WLIM
191
White Lighthouse Investment Management
Massachusetts
$1.51M +$124K +1,554 +9%
OFP
192
OLIO Financial Planning
Virginia
$1.51M
WN
193
Williams & Novak
California
$1.5M
ACA
194
Affinity Capital Advisors
California
$1.49M -$498K -6,234 -25%
CCM
195
Coldstream Capital Management
Washington
$1.47M +$2.4K +30 +0.2%
OWA
196
One Wealth Advisors
California
$1.46M -$26.4K -330 -2%
PGA
197
Portland Global Advisors
Maine
$1.46M +$40K +500 +3%
PWMG
198
Private Wealth Management Group
New Jersey
$1.45M -$4.95K -62 -0.3%
VAF
199
Values Added Financial
District of Columbia
$1.44M
EGWAG
200
Elwood & Goetz Wealth Advisory Group
Georgia
$1.4M +$78.2K +978 +6%