ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

544 hedge funds and large institutions have $5.69B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 227 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
–
Holders Change %
0%
% of All Funds
8.71%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
47
Increased
227
Reduced
179
Closed
33
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$33K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$399M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$225M
3
FA
3
Forefront Analytics
Pennsylvania
$19.6M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$170M
5
M&T Bank
5
M&T Bank
New York
$34.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$778M
2
Jane Street
2
Jane Street
New York
$16.3M
3
EWA
3
EP Wealth Advisors
California
$264K
4
Goldman Sachs
4
Goldman Sachs
New York
$113M
5
KAS
5
Kestra Advisory Services
Texas
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
326
Bigelow Investment Advisors
Maine
$439K -$28.2K -393 -6%
BAAM
327
Baker Avenue Asset Management
California
$433K +$42.5K +592 +11%
ATC
328
Argent Trust Co
Tennessee
$432K – – –
FCI
329
Financial Counselors Inc
Kansas
$430K +$430K +5,983 New
HWM
330
Hemington Wealth Management
Virginia
$425K – – –
AP
331
Appleton Partners
Massachusetts
$424K +$13.7K +190 +3%
CC
332
Chicago Capital
Illinois
$421K – – –
VWA
333
VERITY Wealth Advisors
United States
$421K – – –
TPCW
334
TD Private Client Wealth
New York
$412K +$57.6K +802 +16%
WCF
335
West Coast Financial
California
$399K +$399K +5,558 New
WFAG
336
Wescott Financial Advisory Group
Pennsylvania
$394K -$288K -4,009 -42%
LFG
337
Leverty Financial Group
Wisconsin
$393K – – –
FPAS
338
Focus Partners Advisor Solutions
Missouri
$389K +$130K +1,809 +50%
CW
339
CreativeOne Wealth
Kansas
$387K -$14.9K -207 -4%
FRA
340
Frank Rimerman Advisors
California
$385K – – –
OWA
341
Opal Wealth Advisors
New York
$384K +$46K +641 +14%
SWPG
342
Strategic Wealth Partners Group
Illinois
$383K +$11K +150 +3%
HPM
343
Hoxton Planning & Management
West Virginia
$380K +$77.9K +1,085 +26%
FG
344
Foster Group
Iowa
$372K -$108K -1,501 -22%
VNA
345
Valley National Advisers
Pennsylvania
$372K -$7.41K -100 -2%
BFP
346
Beacon Financial Planning
Massachusetts
$372K – – –
National Bank of Canada
347
National Bank of Canada
Quebec, Canada
$368K +$295K +4,099 +404%
MFG
348
Magnus Financial Group
New York
$368K +$368K +5,118 New
AWM
349
Apollon Wealth Management
South Carolina
$367K +$37.4K +520 +11%
BJL
350
Brighton Jones LLC
Washington
$364K +$364K +5,073 New
12 13
14
15 16