ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

544 hedge funds and large institutions have $5.69B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 227 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
–
Holders Change %
0%
% of All Funds
8.71%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
47
Increased
227
Reduced
179
Closed
33
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$33K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$399M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$225M
3
FA
Forefront Analytics
Pennsylvania
$19.6M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$170M
5
M&T Bank
M&T Bank
New York
$34.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$778M
2
Jane Street
Jane Street
New York
$16.3M
3
EWA
EP Wealth Advisors
California
$264K
4
Goldman Sachs
Goldman Sachs
New York
$113M
5
KAS
Kestra Advisory Services
Texas
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
526
Clearview Wealth Advisors
Oregon
$10.3K +$793 +11 +8%
TRCT
527
Tower Research Capital (TRC)
New York
$10K -$890K -12,641 -99%
APC
528
Aspire Private Capital
North Carolina
$9.12K +$1.44K +20 +19%
KFS
529
Kelly Financial Services
Massachusetts
$8.68K +$3.23K +45 +59%
RWM
530
Ruedi Wealth Management
Illinois
$7.88K +$7.88K +110 New
GFPC
531
Global Financial Private Client
Florida
$7.61K – – –
TWP
532
TFO Wealth Partners
Ohio
$6.47K -$12.3K -171 -66%
MIM
533
Macroview Investment Management
Maryland
$5.89K – – –
TCWA
534
Ten Capital Wealth Advisors
Washington
$3.88K – – –
FCA
535
Fortis Capital Advisors
Kansas
$3.88K – – –
TFA
536
Toth Financial Advisory
Virginia
$3.75K – – –
ME
537
McIlrath & Eck
Washington
$3.59K – – –
BC
538
Barrett & Company
Rhode Island
$1.94K – – –
TAM
539
Tucker Asset Management
Colorado
$1.87K – – –
AFS
540
Annapolis Financial Services
Maryland
$1.65K +$1.65K +23 New
KM
541
Kalos Management
Georgia
$1.58K +$1.58K +22 New
GEA
542
Glen Eagle Advisors
New Jersey
$359 – – –
FGAM
543
Financial Gravity Asset Management
Texas
$88 +$88 +1,213 New
GI
544
Gradient Investments
Minnesota
$72 – – –
FTUS
545
Flow Traders U.S.
New York
– -$11M -167,352 Closed
LGWM
546
Litman Gregory Wealth Management
California
– -$5.14M -78,205 Closed
OMC
547
Old Mission Capital
Illinois
– -$3.96M -60,175 Closed
PG
548
Prostatis Group
Maryland
– -$2.36M -35,907 Closed
PSCM
549
Per Stirling Capital Management
Texas
– -$1.2M -18,298 Closed
GCA
550
Greenwood Capital Associates
South Carolina
– -$1.14M -17,297 Closed
20 21
22
23 24