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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 %
HGWM
201
Horst & Graben Wealth Management
Oregon
$1.09M +$93.8K +1,428 +9%
LNC
202
Lincoln National Corp
Pennsylvania
$1.09M -$83K -1,263 -7%
DWT
203
Dorsey & Whitney Trust
South Dakota
$1.08M +$54.8K +834 +5%
FANJ
204
Financial Architects (New Jersey)
New Jersey
$1.08M -$51.9K -789 -5%
ADL
205
Asset Dedication LLC
California
$1.07M +$265K +4,051 +33%
RP
206
Riverwater Partners
Wisconsin
$1.06M +$33.1K +504 +3%
RCG
207
Regatta Capital Group
California
$1.03M -$244K -3,716 -19%
Prudential Financial
208
Prudential Financial
New Jersey
$1.02M +$34.7K +528 +4%
LWMG
209
Levy Wealth Management Group
Pennsylvania
$1.01M +$3.88K +59 +0.4%
UB
210
UMB Bank
Missouri
$974K
MI
211
Mercer Investments
Massachusetts
$965K +$4.54K +69 +0.5%
WT
212
Whittier Trust
California
$964K +$245K +3,725 +34%
HGWM
213
Harvest Group Wealth Management
Massachusetts
$963K +$14.3K +217 +2%
AF
214
Affiance Financial
Minnesota
$962K -$32.7K -497 -3%
CAMV
215
Concord Asset Management (Virginia)
Virginia
$956K -$43.7K -665 -4%
PA
216
Planning Alternatives
Michigan
$935K -$133K -2,025 -12%
GW
217
GW & Wade
Massachusetts
$931K +$338K +5,147 +57%
RW
218
REDW Wealth
New Mexico
$915K +$296K +4,504 +48%
SFP
219
Shepherd Financial Partners
Massachusetts
$915K +$915K +13,912 New
SB
220
Simmons Bank
Arkansas
$901K -$497K -7,564 -36%
SHJ
221
Sharkey, Howes & Javer
Colorado
$900K -$74.1K -1,127 -8%
HWM
222
HB Wealth Management
Georgia
$892K +$36.4K +554 +4%
MCM
223
Mendel Capital Management
Arkansas
$890K +$1.38K +21 +0.2%
CCM
224
Coldstream Capital Management
Washington
$887K +$887K +13,498 New
CB
225
Centennial Bank
Arkansas
$871K +$871K +13,250 New