ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

200 hedge funds and large institutions have $999M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
200
Holders Change
+28
Holders Change %
+16.28%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
40
Increased
100
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$217M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$34.7M
3
PCA
3
Personal Capital Advisors
California
$99.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.4M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$6M
2
FTIOP
2
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$15.9M
5
BlackRock
5
BlackRock
New York
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$7.61M +$7.61M +110,690 New
HCM
27
Howland Capital Management
Massachusetts
$7M +$381K +5,540 +6%
RC
28
RegentAtlantic Capital
New Jersey
$6.23M +$1.4M +20,416 +29%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$6M -$4.64M – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$5.55M -$54K -785 -1%
SEI Investments
31
SEI Investments
Pennsylvania
$5.4M +$366K +5,318 +7%
ECM
32
ETrade Capital Management
Virginia
$5.23M +$1.28M +18,548 +32%
CAN
33
Cetera Advisor Networks
California
$5.02M +$646K +9,390 +15%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$4.95M +$1.03M +14,960 +26%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$4.78M +$611K +8,884 +15%
WCM
36
Windsor Capital Management
Arizona
$4.53M +$356K +5,174 +9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$4.43M +$197K +2,860 +5%
KeyBank National Association
38
KeyBank National Association
Ohio
$3.9M +$136K +1,979 +4%
BWP
39
BSW Wealth Partners
Colorado
$3.87M +$481 +7 +0%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$3.56M +$1.19M +17,346 +50%
LPL Financial
41
LPL Financial
California
$3.41M +$622K +9,044 +22%
BHB
42
Bank Hapoalim BM
Israel
$2.99M +$2.99M +43,459 New
MWM
43
Merriman Wealth Management
Washington
$2.87M – – –
PFM
44
Parsec Financial Management
North Carolina
$2.63M +$1.89M +27,426 +255%
BWM
45
Baystate Wealth Management
Massachusetts
$2.46M +$138K +2,005 +6%
PWLP
46
Prio Wealth Limited Partnership
Massachusetts
$2.25M +$8.25K +120 +0.4%
FA
47
Financial Advisors
Massachusetts
$2.21M +$7.15K +104 +0.3%
CJA
48
C-J Advisory
California
$2.18M +$305K +4,434 +16%
GC
49
Garde Capital
Washington
$2.17M +$377K +5,482 +21%
IAA
50
Independent Advisor Alliance
North Carolina
$2.15M +$2.15M +31,237 New
1
2
3 4 5