ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

575 hedge funds and large institutions have $6.51B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 230 increasing their positions, 191 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+22
Holders Change %
+3.98%
% of All Funds
8.43%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
71
Increased
230
Reduced
191
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$737M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$50.5M
3
Jane Street
3
Jane Street
New York
$34.5M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$375M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$47.6M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$254M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M
3
EI
3
Ellevest Inc
New York
$8.72M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$0
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$453M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
251
Quadrant Capital Group
Ohio
$841K +$38.9K +515 +5%
AWM
252
Aprio Wealth Management
Georgia
$830K +$4.08K +54 +0.5%
CPP
253
Capasso Planning Partners
South Carolina
$830K +$98.8K +1,308 +14%
JPG
254
Jordan Park Group
California
$813K +$5.21K +69 +0.6%
VFA
255
Valeo Financial Advisors
Indiana
$800K -$1.59K -21 -0.2%
AIM
256
Acropolis Investment Management
Missouri
$790K +$10.7K +142 +1%
SWP
257
Stratos Wealth Partners
Ohio
$779K +$49.5K +655 +7%
BJL
258
Brighton Jones LLC
Washington
$768K +$390K +5,162 +103%
EWP
259
Elevation Wealth Partners
California
$767K – – –
PA
260
Parallel Advisors
California
$754K -$196K -2,599 -21%
Pathstone Holdings
261
Pathstone Holdings
New Jersey
$736K +$736K +9,741 New
1SB
262
1ST Source Bank
Indiana
$720K -$982 -13 -0.1%
BFA
263
Bragg Financial Advisors
North Carolina
$707K -$378 -5 -0.1%
PPW
264
Presilium Private Wealth
Pennsylvania
$690K +$1.13K +15 +0.2%
LFA
265
Level Financial Advisors
New York
$689K +$4.91K +65 +0.7%
PFM
266
Peak Financial Management
Massachusetts
$686K +$32.1K +425 +5%
RVPG
267
Relative Value Partners Group
$685K +$8.23K +109 +1%
BB
268
Bell Bank
North Dakota
$684K – – –
FFG
269
Frisch Financial Group
New York
$678K -$2.8K -37 -0.4%
JWM
270
JFG Wealth Management
Colorado
$675K – – –
AAM
271
Ameraudi Asset Management
New York
$671K – – –
MCCA
272
Mill Creek Capital Advisors
Pennsylvania
$670K -$91.7K -1,214 -12%
National Bank of Canada
273
National Bank of Canada
Quebec, Canada
$663K +$3.98K +55 +0.6%
SG
274
Sharper & Granite
California
$659K +$132K +1,745 +25%
Renaissance Technologies
275
Renaissance Technologies
New York
$657K +$657K +8,700 New
9 10
11
12 13