ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

553 hedge funds and large institutions have $5.7B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 223 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-8
Holders Change %
-1.43%
% of All Funds
8.82%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
32
Increased
223
Reduced
188
Closed
33
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$38K

Top Buyers

1
EWA
EP Wealth Advisors
California
$25.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$15.7M
3
Ameriprise
Ameriprise
Minnesota
$132M
4
Northern Trust
Northern Trust
Illinois
$290M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$158M
3
OMC
Old Mission Capital
Illinois
$3.47M
4
BlackRock
BlackRock
New York
$122M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
551
Centerpoint Advisors
Massachusetts
$1K +$200 +3 +25%
GEA
552
Glen Eagle Advisors
New Jersey
$346 – – –
AWM
553
Abound Wealth Management
Tennessee
$139 +$139 +2 New
GWS
554
Glassman Wealth Services
Virginia
$138 -$1.38K -20 -91%
GI
555
Gradient Investments
Minnesota
$69 – – –
MWM
556
Merriman Wealth Management
Washington
– -$10.7M -146,741 Closed
TAIM
557
TD Ameritrade Investment Management
Nebraska
– -$10.1M -138,633 Closed
BHB
558
Bank Hapoalim BM
Israel
– -$5.4M -74,000 Closed
V
559
Veritable
Delaware
– -$710K -9,741 Closed
NL
560
NEPC LLC
Massachusetts
– -$591K -8,104 Closed
OWA
561
Opal Wealth Advisors
New York
– -$397K -5,442 Closed
MFG
562
Magnus Financial Group
New York
– -$380K -5,209 Closed
LSA
563
L & S Advisors
California
– -$374K -5,129 Closed
CW
564
CreativeOne Wealth
Kansas
– -$360K -4,939 Closed
IIC
565
Integrated Investment Consultants
Michigan
– -$348K -4,772 Closed
KFSC
566
Keystone Financial Services (Colorado)
Colorado
– -$319K -4,371 Closed
RP
567
Riverwater Partners
Wisconsin
– -$279K -3,822 Closed
MRC
568
Millburn Ridgefield Corp
New York
– -$263K -3,610 Closed
Renaissance Technologies
569
Renaissance Technologies
New York
– -$255K -3,500 Closed
AG
570
Ascent Group
Virginia
– -$254K -3,499 Closed
P
571
Palladiem
Pennsylvania
– -$246K -3,379 Closed
CC
572
Copperleaf Capital
North Carolina
– -$244K -3,348 Closed
WWG
573
West Wealth Group
California
– -$226K -3,103 Closed
MLA
574
My Legacy Advisors
Oregon
– -$224K -2,999 Closed
ECM
575
Evergreen Capital Management
Washington
– -$214K -2,932 Closed
20 21 22
23
24