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

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$105M
2
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$78M
3
BlackRock
3
BlackRock
New York
$85.4M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$24.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
326
Aufman Associates
Pennsylvania
$508K +$6.7K +88 +1%
AA
327
Addison Advisors
Vermont
$505K – – –
FFG
328
Frisch Financial Group
New York
$504K -$89.2K -1,172 -15%
MBFW
329
Morton Brown Family Wealth
Pennsylvania
$502K -$31.5K -414 -6%
MAA
330
Matrix Asset Advisors
New York
$500K +$175K +2,304 +54%
BWL
331
Bogart Wealth LLC
Virginia
$498K -$164K -2,151 -25%
FWP
332
Falcon Wealth Planning
California
$496K -$17.5K -230 -3%
FC
333
Fulcrum Capital
Washington
$494K – – –
BB
334
Bell Bank
North Dakota
$491K -$1.29K -17 -0.3%
SFG
335
Sage Financial Group
Pennsylvania
$488K +$9.06K +119 +2%
FF
336
Farrell Financial
New York
$487K +$6.4K +84 +1%
GDP
337
Great Diamond Partners
Maine
$486K +$17.4K +229 +4%
CIBC Asset Management
338
CIBC Asset Management
Ontario, Canada
$475K – – –
NBWM
339
North Berkeley Wealth Management
California
$475K +$475K +6,233 New
CAG
340
Curtis Advisory Group
California
$464K -$51.8K -680 -10%
IA
341
IFP Advisors
Florida
$454K -$152 -2 -0%
Citadel Advisors
342
Citadel Advisors
Florida
$451K +$209K +2,751 +87%
PWM
343
Paulson Wealth Management
Illinois
$450K +$12.3K +161 +3%
ITB
344
Idaho Trust Bank
Idaho
$449K – – –
WC
345
Weil Company
California
$447K +$56.3K +739 +14%
AA
346
Advisory Alpha
Michigan
$436K +$2.06K +27 +0.5%
BP
347
Ballentine Partners
Massachusetts
$428K – – –
OBWG
348
Onyx Bridge Wealth Group
New York
$426K -$2.59K -34 -0.6%
BFP
349
Beacon Financial Planning
Massachusetts
$419K +$5.56K +73 +1%
KLI
350
Kelman-Lazarov Inc
Tennessee
$416K +$8.6K +113 +2%
12 13
14
15 16