ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

553 hedge funds and large institutions have $5.7B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 223 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-8
Holders Change %
-1.43%
% of All Funds
8.82%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
32
Increased
223
Reduced
188
Closed
33
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$38K

Top Buyers

1
EWA
EP Wealth Advisors
California
$25.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$15.7M
3
Ameriprise
Ameriprise
Minnesota
$132M
4
Northern Trust
Northern Trust
Illinois
$290M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$158M
3
OMC
Old Mission Capital
Illinois
$3.47M
4
BlackRock
BlackRock
New York
$122M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
351
DFPG Investments
Utah
$373K -$470K -6,819 -56%
FRA
352
Frank Rimerman Advisors
California
$370K – – –
TCM
353
Traynor Capital Management
Pennsylvania
$368K +$368K +5,320 New
BFP
354
Beacon Financial Planning
Massachusetts
$364K – – –
FPAS
355
Focus Partners Advisor Solutions
Missouri
$360K +$26.8K +387 +8%
CB
356
Community Bank
New York
$356K -$2.07K -30 -0.6%
AP
357
Appleton Partners
Massachusetts
$352K – – –
WSWA
358
Warren Street Wealth Advisors
California
$351K -$126K -1,826 -26%
SC
359
Stephens Consulting
Michigan
$350K -$10.2K -148 -3%
SP
360
Symmetry Partners
Connecticut
$350K -$69 -1 -0%
NEPWA
361
New England Private Wealth Advisors
Massachusetts
$349K – – –
AC
362
AlphaCore Capital
California
$347K – – –
PMFA
363
Plante Moran Financial Advisors
Michigan
$347K – – –
BJL
364
Brighton Jones LLC
Washington
$346K +$37.5K +542 +12%
AWM
365
Apollon Wealth Management
South Carolina
$345K -$13.1K -189 -4%
AP
366
Adero Partners
California
$341K – – –
SFG
367
Sage Financial Group
Pennsylvania
$340K +$10.9K +157 +3%
RW
368
Rede Wealth
Virginia
$337K +$23.4K +338 +7%
IA
369
IFP Advisors
Florida
$335K +$3.25K +47 +1%
FFN
370
Focus Financial Network
Minnesota
$335K -$10.9K -157 -3%
AA
371
Advisory Alpha
Michigan
$331K – – –
PP
372
PDS Planning
Ohio
$326K – – –
VNA
373
Valley National Advisers
Pennsylvania
$325K -$9.9K -143 -3%
CIA
374
Compass Ion Advisors
Pennsylvania
$320K +$320K +4,622 New
PWA
375
Physician Wealth Advisors
Utah
$315K -$12.1K -176 -4%
13 14
15
16 17