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 %
CPG
476
Cornerstone Planning Group
New Jersey
$146K +$2.65K +35 +2%
FGAM
477
Financial Gravity Asset Management
Texas
$138K -$152K -1,929 -52%
C
478
Covestor
United Kingdom
$134K +$1.42K +18 +1%
MFA
479
McClarren Financial Advisors
Pennsylvania
$133K -$752K -1,335 -85%
JFGIW
480
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K -$1.65K -21 -1%
GC
481
Gould Capital
Washington
$127K +$3.23K +41 +3%
EWA
482
EverSource Wealth Advisors
Alabama
$123K -$161 -2 -0.1%
KHC
483
Koesten Hirschmann & Crabtree
Kansas
$118K – – –
Carson Wealth (CWM LLC)
484
Carson Wealth (CWM LLC)
Nebraska
$115K -$46.4K -589 -29%
CA
485
Clearstead Advisors
Ohio
$111K -$28.4K -360 -20%
LFA
486
LGT Financial Advisors
Texas
$106K +$1.97K +25 +2%
FVIM
487
Fort Vancouver Investment Management
Washington
$106K +$106K +1,344 New
PP
488
Pacifica Partners
Canada
$100K +$100K +1,257 New
NSIM
489
North Star Investment Management
Illinois
$100K +$709 +9 +0.7%
SWM
490
Spire Wealth Management
Virginia
$98.6K -$124K -1,573 -56%
TCOV
491
Trust Company of Vermont
Vermont
$96.8K – – –
VAMG
492
Voisard Asset Management Group
Michigan
$95.2K – – –
IRC
493
Investors Research Corp
Georgia
$89.6K +$28.8K +365 +47%
BL
494
BFSG LLC
California
$87.8K – – –
AWM
495
AllSquare Wealth Management
New York
$86.3K – – –
AF
496
Allworth Financial
California
$76.3K -$31.2K -391 -29%
TC
497
Trust Company
Kansas
$75.3K -$3.7K -47 -5%
FFA
498
Founders Financial Alliance
North Carolina
$74.8K – – –
CAS
499
Coppell Advisory Solutions
Texas
$68K +$68K +863 New
KFI
500
Key Financial Inc
Pennsylvania
$67.7K – – –
18 19
20
21 22