ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

606 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+21
Holders Change %
+3.59%
% of All Funds
8.07%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
155
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$427M
2
Jane Street
Jane Street
New York
$47.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$178M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$477M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$454M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$105M
2
FLPIM
F.L. Putnam Investment Management
Massachusetts
$78M
3
BlackRock
BlackRock
New York
$85.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$24.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
301
WT Wealth Management
Arizona
$611K +$26K +341 +4%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$610K +$109K +1,430 +22%
WCFA
303
Walkner Condon Financial Advisors
Wisconsin
$609K -$5.18K -68 -0.8%
Vontobel Holding
304
Vontobel Holding
Switzerland
$606K +$2.67K +35 +0.4%
BAAM
305
Baker Avenue Asset Management
California
$601K +$134K +1,759 +29%
BWP
306
BlueStem Wealth Partners
Minnesota
$598K +$598K +7,859 New
FFA
307
First Foundation Advisors
California
$589K +$78K +1,024 +15%
ST
308
Sentinel Trust
Texas
$587K – – –
FG
309
Foster Group
Iowa
$586K +$57.8K +759 +11%
AWA
310
Aaron Wealth Advisors
Illinois
$584K -$19.5K -256 -3%
FI
311
Financial Insights
Washington
$565K -$19K -250 -3%
FPCP
312
Fort Point Capital Partners
California
$564K – – –
FHB
313
First Hawaiian Bank
Hawaii
$561K +$241K +3,161 +75%
WDG
314
Wealth Dimensions Group
Ohio
$560K -$18.7K -245 -3%
VWA
315
VERITY Wealth Advisors
United States
$558K – – –
PTC
316
Private Trust Company
Ohio
$554K -$7.61K -100 -1%
ATC
317
Argent Trust Co
Tennessee
$545K -$15.5K -203 -3%
PSCM
318
Per Stirling Capital Management
Texas
$541K -$231K -3,031 -30%
PWM
319
Perigon Wealth Management
California
$534K +$131K +1,698 +32%
SRB
320
Shotwell Rutter Baer
Michigan
$524K -$3.25K -43 -0.6%
NL
321
NEPC LLC
Massachusetts
$524K +$524K +6,878 New
SWM
322
SeaCrest Wealth Management
New York
$523K -$14.8K -195 -3%
MCM
323
MAI Capital Management
Ohio
$522K +$59.7K +784 +13%
GC
324
Grimes & Company
Massachusetts
$522K -$1.59M -20,944 -75%
PAI
325
Pittenger & Anderson Inc
Nebraska
$509K +$4.57K +60 +0.9%
11 12
13
14 15