ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

580 hedge funds and large institutions have $6.47B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 245 increasing their positions, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
8.44%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
38
Increased
245
Reduced
195
Closed
24
Calls
$47K
Puts
–
Net Calls
+$47K
Net Calls Change
+$47K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$345M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$120M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4M
4
EWA
EP Wealth Advisors
California
$39.2M
5
AA
Acorns Advisers
California
$103M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$264M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$361M
3
FA
Forefront Analytics
Pennsylvania
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$463M
5
Morgan Stanley
Morgan Stanley
New York
$393M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
351
JSF Financial
California
$407K +$52.2K +663 +15%
PP
352
PDS Planning
Ohio
$406K +$8.75K +111 +2%
WC
353
Weil Company
California
$404K -$76.8K -975 -16%
CIBC World Market
354
CIBC World Market
Ontario, Canada
$403K – – –
BFP
355
Brewster Financial Planning
New York
$403K +$6.22K +79 +2%
BOH
356
Bank of Hawaii
Hawaii
$403K -$74.4K -944 -16%
CAMV
357
Concord Asset Management (Virginia)
Virginia
$402K -$303K -3,846 -43%
DI
358
DDFG Inc
California
$399K -$27.7K -352 -6%
AFG
359
ABLE Financial Group
Arizona
$396K +$41.4K +526 +12%
WCF
360
West Coast Financial
California
$395K – – –
UCFA
361
United Capital Financial Advisors
Texas
$392K -$192K -2,435 -33%
AP
362
Adero Partners
California
$389K – – –
MIA
363
Milestone Investment Advisors
Wisconsin
$385K +$79 +1 +0%
FWP
364
Falcon Wealth Planning
California
$384K +$10.2K +129 +3%
AAS
365
Avantax Advisory Services
Texas
$379K +$39.1K +496 +12%
VVP
366
Venture Visionary Partners
Ohio
$377K +$377K +4,785 New
RA
367
Regis Acquisition
Colorado
$375K +$48.7K +618 +15%
MFA
368
Mayflower Financial Advisors
Massachusetts
$373K -$12.6K -571 -3%
Massachusetts Financial Services
369
Massachusetts Financial Services
Massachusetts
$373K +$146K +1,849 +64%
PFA
370
Pure Financial Advisors
California
$371K -$206K -2,616 -36%
CIA
371
Compass Ion Advisors
Pennsylvania
$369K – – –
GWA
372
GGM Wealth Advisors
Maryland
$367K +$367K +4,655 New
FFA
373
Farther Finance Advisors
California
$361K +$58.9K +747 +20%
MFG
374
Mainsail Financial Group
Washington
$360K +$64.4K +818 +22%
T
375
TrueFG
Texas
$355K +$867 +11 +0.2%
13 14
15
16 17