ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

416 hedge funds and large institutions have $5.28B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 249 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+35
Holders Change %
+9.19%
% of All Funds
7.31%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
47
Increased
249
Reduced
55
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.12B
2
CFG
Citizens Financial Group
Rhode Island
$81.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$290M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$228M
5
PCA
Personal Capital Advisors
California
$361M

Top Sellers

1
Jane Street
Jane Street
New York
$7.68M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$924K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$20.5M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$7.42M
5
KFS
Kelly Financial Services
Massachusetts
$9.73K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
376
Advisornet Financial
Minnesota
$59K +$18.4K +236 +45%
RFA
377
Reilly Financial Advisors
California
$58K – – –
SFPG
378
Stonebridge Financial Planning Group
Florida
$56K – – –
PCFFS
379
Pacific Center for Financial Services
California
$53K – – –
MFA
380
McClarren Financial Advisors
Pennsylvania
$53K – – –
TCM
381
TD Capital Management
Tennessee
$52K +$52K +658 New
NL
382
NEPC LLC
Massachusetts
$48.3K +$22.8K +291 +90%
Barclays
383
Barclays
United Kingdom
$48K +$48K +618 New
EIP
384
Ellis Investment Partners
Pennsylvania
$47K – – –
CFFP
385
Center for Financial Planning
Michigan
$46K – – –
RIM
386
Rockbridge Investment Management
New York
$43K +$2.34K +30 +6%
FWP
387
FAS Wealth Partners
Kansas
$33K – – –
IWP
388
IAG Wealth Partners
Wisconsin
$33K – – –
EDRH
389
Edmond de Rothschild Holding
Switzerland
$33K +$33K +425 New
SBL
390
Sargent Bickham Lagudis
Colorado
$32K +$471 +6 +1%
IHWM
391
Iron Horse Wealth Management
Iowa
$26K – – –
4FG
392
4Thought Financial Group
New York
$26K +$388 +5 +2%
HWA
393
Heritage Wealth Advisors
Virginia
$22.7K +$22.7K +290 New
BWL
394
Bogart Wealth LLC
Virginia
$22K – – –
Bessemer Group
395
Bessemer Group
New Jersey
$18K – – –
WT
396
Washington Trust
Rhode Island
$15K +$15K +193 New
MCM
397
MV Capital Management
Maryland
$14K – – –
GFPC
398
Global Financial Private Client
Florida
$13.4K +$3.85K +49 +40%
APC
399
Aspire Private Capital
North Carolina
$13K -$1.13K -15 -8%
RIA
400
RPG Investment Advisory
California
$12K – – –
14 15
16
17 18