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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 %
PCG
201
Private Capital Group
Connecticut
$150K +$30.5K +504 +25%
TPCW
202
TD Private Client Wealth
New York
$129K +$129K +2,133 New
SIAP
203
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K
TF
204
TimeScale Financial
Massachusetts
$122K -$28.8K -467 -19%
IA
205
IFP Advisors
Florida
$113K -$305 -5 -0.3%
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$109K +$109K +1,800 New
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$103K +$37.3K +610 +57%
PA
208
Parallel Advisors
California
$102K -$100K -1,666 -50%
AWM
209
AllSquare Wealth Management
New York
$93K
LFG
210
LifePlan Financial Group
Ohio
$85K
TPWA
211
TRUE Private Wealth Advisors
Oregon
$83K
WP
212
WealthShield Partners
North Carolina
$78K +$69.6K +1,154 +830%
AF
213
Advisornet Financial
Minnesota
$62K +$7.09K +117 +13%
GWM
214
Geneos Wealth Management
Colorado
$60K +$16.5K +275 +38%
PCIA
215
Prime Capital Investment Advisors
Kansas
$56K -$13.4K -223 -19%
VNA
216
Valley National Advisers
Pennsylvania
$51K
VFA
217
Valeo Financial Advisors
Indiana
$51K +$36.3K +595 +248%
WTC
218
WhitTier Trust Company
Nevada
$50K
AIP
219
Ameritas Investment Partners
Nebraska
$46K
PCFFS
220
Pacific Center for Financial Services
California
$41K
EIP
221
Ellis Investment Partners
Pennsylvania
$37K +$23.6K +391 +177%
SIAS
222
Shine Investment Advisory Services
Colorado
$34K +$28.5K +465 +522%
CAL
223
Capital Analysts LLC
Pennsylvania
$31K +$298 +5 +1%
MA
224
MCF Advisors
Kentucky
$30K +$1.39K +23 +5%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$29K -$25.2K -409 -46%