ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

575 hedge funds and large institutions have $6.51B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 230 increasing their positions, 191 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+22
Holders Change %
+3.98%
% of All Funds
8.43%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
71
Increased
230
Reduced
191
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$737M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$50.5M
3
Jane Street
3
Jane Street
New York
$34.5M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$375M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$47.6M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$254M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M
3
EI
3
Ellevest Inc
New York
$8.72M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$0
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$453M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
426
Crabel Capital Management
California
$251K +$251K +3,320 New
TFO
427
Tarbox Family Office
California
$251K +$1.51K +20 +0.6%
MWP
428
Moller Wealth Partners
$248K +$1.89K +25 +0.8%
T
429
TCWP
Ohio
$248K -$470K -6,219 -65%
MOS
430
MGO One Seven
Ohio
$248K +$248K +3,283 New
AWA
431
ARQ Wealth Advisors
Arizona
$247K +$2.19K +29 +0.9%
TFCP
432
Twin Focus Capital Partners
Massachusetts
$246K – – –
ML
433
McAdam LLC
Pennsylvania
$245K +$245K +3,238 New
FC
434
Forte Capital
New York
$244K – – –
HWM
435
Horizons Wealth Management
North Carolina
$243K -$1.59K -21 -0.6%
SIAM
436
Sterling Investment Advisors (Missouri)
Missouri
$240K +$240K +3,180 New
FNB
437
Farmers National Bank
Kentucky
$240K +$240K +3,172 New
Lido Advisors
438
Lido Advisors
California
$236K +$236K +3,119 New
LPAM
439
Lodestar Private Asset Management
California
$234K -$11.3K -150 -5%
XF
440
XML Financial
Maryland
$234K +$6.35K +84 +3%
BBA
441
BLB&B Advisors
Pennsylvania
$233K – – –
BWA
442
Bordeaux Wealth Advisors
California
$232K +$232K +3,065 New
SEIA
443
Signature Estate & Investment Advisors
California
$231K -$43.3K -571 -16%
RRA
444
Round Rock Advisors
Connecticut
$230K – – –
ACA
445
Atlas Capital Advisors
Wyoming
$226K +$604 +8 +0.3%
PC
446
Pecaut & Co
Iowa
$224K +$30.1K +399 +16%
AWM
447
AE Wealth Management
Kansas
$221K -$216K -2,867 -49%
HWMA
448
Heritage Wealth Management (Arizona)
Arizona
$221K +$221K +2,922 New
IFAM
449
Institutional & Family Asset Management
Colorado
$219K -$7.7K -102 -3%
GRP
450
Global Retirement Partners
California
$215K +$370 +5 +0.2%
16 17
18
19 20