ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

575 hedge funds and large institutions have $6.51B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 230 increasing their positions, 191 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+22
Holders Change %
+3.98%
% of All Funds
8.43%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
71
Increased
230
Reduced
191
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$737M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$50.5M
3
Jane Street
3
Jane Street
New York
$34.5M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$375M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$47.6M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$254M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M
3
EI
3
Ellevest Inc
New York
$8.72M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$0
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$453M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIG
51
Partners Capital Investment Group
Massachusetts
$17M +$385K +5,097 +2%
MML Investors Services
52
MML Investors Services
Massachusetts
$17M -$3.13M -41,404 -16%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$16.8M -$305K -4,036 -2%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$16M +$442K +5,852 +3%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$14.2M +$1.61M +21,281 +13%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$13.7M -$197K -2,603 -1%
MWM
57
Modera Wealth Management
New Jersey
$13.2M -$223K -2,958 -2%
DL
58
DOHJ LLC
Washington
$12.8M +$6.04M +80,002 +90%
FNWM
59
Financial Network Wealth Management
Utah
$12.3M -$33.6K -445 -0.3%
WCM
60
Windsor Capital Management
Arizona
$11.9M +$132K +1,747 +1%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$11.9M +$11.9M +157,733 New
MG
62
Mather Group
Illinois
$11.9M +$3.47M +45,898 +41%
RW
63
RVW Wealth
California
$11.3M -$1.73M -22,848 -13%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$10.9M +$871K +11,535 +9%
Franklin Resources
65
Franklin Resources
California
$10.9M +$3.4M +44,959 +46%
SPIA
66
Steward Partners Investment Advisory
New York
$10.6M +$1.21M +16,012 +13%
DGAM
67
Desjardins Global Asset Management
Quebec, Canada
$10.5M +$10.5M +138,712 New
PO
68
Private Ocean
California
$10.3M -$5.75M -76,100 -36%
AA
69
Alesco Advisors
New York
$10.2M +$68.3K +904 +0.7%
CAM
70
Clarity Asset Management
Iowa
$10M +$10M +132,770 New
EB
71
Eastern Bank
Massachusetts
$9.98M +$2.24M +29,650 +29%
Financial Engines Advisors
72
Financial Engines Advisors
California
$9.95M +$1.5M +19,878 +18%
LWP
73
Laurel Wealth Planning
Minnesota
$9.13M -$172K -2,282 -2%
EI
74
Ellevest Inc
New York
$8.72M -$46.7M -617,736 -84%
REMPR
75
Roof Eidam Maycock Peralta (REMP)
California
$8.61M -$34.4K -455 -0.4%
1 2
3
4 5