ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

321 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 12 closing their positions.

Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.7%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
77
Increased
153
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$649M
2
PCA
2
Personal Capital Advisors
California
$215M
3
Morgan Stanley
3
Morgan Stanley
New York
$199M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$84.8M
5
Betterment LLC
5
Betterment LLC
New York
$111M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$12.4M
4
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$37.7M
5
BlackRock
5
BlackRock
New York
$154M
Name Market Value Shares Shares
Change 		Shares
Change %
TPCW
226
TD Private Client Wealth
New York
$275K 3,769 +379 +11%
TCOV
227
Trust Company of Vermont
Vermont
$272K 3,716 -42 -1%
OCM
228
One Capital Management
California
$271K 3,709 -2,679 -42%
OWA
229
Opal Wealth Advisors
New York
$271K 3,717 +3,717 New
CFG
230
Cooper Financial Group
California
$264K 3,615 -341 -9%
BFA
231
Bragg Financial Advisors
North Carolina
$258K 3,535 – –
BAAM
232
Baker Avenue Asset Management
California
$258K 3,538 +3,538 New
TFO
233
Tarbox Family Office
California
$254K 3,471 – –
TI
234
tru Independence
Oregon
$252K 3,445 +3,445 New
HTC
235
Haverford Trust Company
Pennsylvania
$248K 3,402 +35 +1%
PFA
236
Pathway Financial Advisors
Vermont
$244K 3,303 +3,303 New
RMCM
237
Reynders McVeigh Capital Management
Massachusetts
$244K 3,344 +3,344 New
CRWM
238
Castle Rock Wealth Management
California
$242K 3,218 +3,218 New
BSB
239
Bangor Savings Bank
Maine
$241K 3,295 +3,295 New
HGWM
240
Horst & Graben Wealth Management
Oregon
$239K 3,269 -8,150 -71%
PGA
241
Portland Global Advisors
Maine
$239K 3,275 +3,275 New
UAS
242
United Asset Strategies
New York
$237K 3,244 +3,244 New
ACA
243
Atlas Capital Advisors
Wyoming
$236K 3,226 +25 +0.8%
COF
244
Capital One Financial
Virginia
$234K 3,197 -2,990 -48%
LWMG
245
Levy Wealth Management Group
Pennsylvania
$233K 3,185 +3,185 New
CAM
246
Cresset Asset Management
Illinois
$230K 3,152 – –
AIA
247
Arbor Investment Advisors
North Carolina
$229K 3,129 +3,129 New
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$228K 3,124 +21 +0.7%
MGIA
249
Moneta Group Investment Advisors
Missouri
$228K 3,122 +3,122 New
AP
250
Appleton Partners
Massachusetts
$227K 3,103 +3,103 New
8 9
10
11 12