ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

606 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+21
Holders Change %
+3.59%
% of All Funds
8.07%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
155
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$427M
2
Jane Street
2
Jane Street
New York
$47.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$178M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$477M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$454M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$105M
2
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$78M
3
BlackRock
3
BlackRock
New York
$85.4M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$24.8M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Optiver Holding
601
Optiver Holding
Netherlands
$3.12K – – –
FRA
602
Front Row Advisors
California
$2.51K – – –
WFA
603
West Financial Advisors
Iowa
$2.44K +$2.44K +32 New
SS
604
SBI Securities
Japan
$2.28K +$2.28K +30 New
BC
605
Barrett & Company
Rhode Island
$2.06K – – –
GFPC
606
Global Financial Private Client
Florida
$457 – – –
GEA
607
Glen Eagle Advisors
New Jersey
$381 – – –
GWS
608
Glassman Wealth Services
Virginia
$152 – – –
FLP
609
Financial Life Planners
Arizona
$77 +$77 +1 New
RW
610
REDW Wealth
New Mexico
– -$1.48M -17,559 Closed
AI
611
Atria Investments
North Carolina
– -$649K -7,706 Closed
FTDI
612
First Trust Direct Indexing
Massachusetts
– -$440K -5,223 Closed
WCF
613
West Coast Financial
California
– -$422K -5,014 Closed
FCG
614
Fielder Capital Group
Tennessee
– -$370K -4,400 Closed
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
– -$351K -4,166 Closed
VVP
616
Venture Visionary Partners
Ohio
– -$346K -4,110 Closed
ODIJL
617
One Day In July LLC
Vermont
– -$311K -3,690 Closed
SPL
618
Smart Portfolios LLC
Washington
– -$302K -3,583 Closed
KPWS
619
Kestra Private Wealth Services
Texas
– -$261K -3,105 Closed
RWP
620
Revolve Wealth Partners
New Jersey
– -$258K -3,065 Closed
RCAG
621
Rehmann Capital Advisory Group
Michigan
– -$256K -3,036 Closed
SP
622
SWS Partners
Ohio
– -$237K -2,814 Closed
SA
623
Stewardship Advisors
Pennsylvania
– -$231K -2,749 Closed
SWM
624
SigFig Wealth Management
California
– -$228K -2,704 Closed
HFS
625
Howard Financial Services
Texas
– -$219K -2,596 Closed
22 23 24
25
26