ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

495 hedge funds and large institutions have $5.99B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 270 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+79
Holders Change %
+18.99%
% of All Funds
7.64%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
101
Increased
270
Reduced
53
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$276M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$164M
4
PCA
Personal Capital Advisors
California
$404M
5
Morgan Stanley
Morgan Stanley
New York
$330M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.3M
2
Macquarie Group
Macquarie Group
Australia
$25.5M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$11.7M
4
FTUS
Flow Traders U.S.
New York
$8.94M
5
Jane Street
Jane Street
New York
$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
376
Kingsview Wealth Management
Oregon
$259K +$17.2K +217 +7%
TFCP
377
Twin Focus Capital Partners
Massachusetts
$258K +$258K +3,250 New
Citigroup
378
Citigroup
New York
$255K -$168K -2,116 -40%
SWPG
379
Strategic Wealth Partners Group
Illinois
$255K +$255K +3,205 New
CA
380
Cetera Advisors
Colorado
$253K +$1.67K +21 +0.7%
T
381
TrueFG
Texas
$243K +$1.03K +13 +0.4%
UAS
382
United Asset Strategies
New York
$241K +$22.4K +282 +10%
SWA
383
Stratos Wealth Advisors
Ohio
$239K +$239K +3,013 New
1SB
384
1ST Source Bank
Indiana
$238K – – –
GVAG
385
Great Valley Advisor Group
Delaware
$237K – – –
CT
386
Columbia Trust
Oregon
$236K – – –
SPAS
387
Spectrum Planning & Advisory Services
California
$236K +$5.96K +75 +3%
WS
388
Wedbush Securities
California
$235K +$20.3K +256 +9%
FPCP
389
Fort Point Capital Partners
California
$235K +$235K +2,952 New
AC
390
AlphaCore Capital
California
$233K – – –
TWM
391
Tradition Wealth Management
Minnesota
$230K -$467K -5,888 -67%
MFW
392
Meristem Family Wealth
Minnesota
$228K – – –
OIA
393
OneDigital Investment Advisors
Kansas
$228K +$228K +2,872 New
FA
394
Forefront Analytics
Pennsylvania
$224K +$8.55K +108 +4%
BBA
395
BLB&B Advisors
Pennsylvania
$224K +$9.06K +114 +4%
NFG
396
Next Financial Group
Texas
$224K +$144K +1,815 +181%
BOH
397
Bank of Hawaii
Hawaii
$224K +$224K +2,820 New
CPFP
398
Clear Perspectives Financial Planning
Ohio
$220K – – –
WF
399
Warner Financial
Maryland
$219K +$219K +2,760 New
C
400
Covestor
United Kingdom
$217K +$217K +2,730 New
14 15
16
17 18