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
1
Northern Trust
Illinois
$345M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$120M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4M
4
EWA
4
EP Wealth Advisors
California
$39.2M
5
AA
5
Acorns Advisers
California
$103M

Top Sellers

1
Betterment LLC
1
Betterment LLC
New York
$264M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$361M
3
FA
3
Forefront Analytics
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$463M
5
Morgan Stanley
5
Morgan Stanley
New York
$393M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
76
Fund Evaluation Group
Ohio
$8.43M +$29.3K +372 +0.3%
OWM
77
Orgel Wealth Management
Wisconsin
$8.42M +$2.58M +32,739 +44%
SRWM
78
Shira Ridge Wealth Management
California
$8.35M +$113K +1,435 +1%
LWP
79
Laurel Wealth Planning
Minnesota
$7.9M -$851K -10,808 -10%
BDFN
80
Bond & Devick Financial Network
Minnesota
$7.77M -$217K -2,754 -3%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$7.72M +$762K +9,677 +11%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$7.62M +$1.37M +17,352 +22%
WI
83
WrapManager Inc
California
$7.52M -$137K -1,741 -2%
HIF
84
Hill Island Financial
Michigan
$7.29M +$177K +2,248 +2%
WA
85
Wealth Architects
California
$7.24M +$1.63M +20,681 +29%
PAG
86
Private Advisor Group
New Jersey
$7.18M -$5.56M -70,598 -44%
LGWM
87
Litman Gregory Wealth Management
California
$7.05M +$140K +1,781 +2%
AC
88
Apella Capital
Connecticut
$6.77M -$27.1K -340 -0.4%
CGL
89
Clarius Group LLC
Washington
$6.47M +$149K +1,889 +2%
NA
90
Nottingham Advisors
New York
$6.36M +$224K +2,843 +4%
BWP
91
BSW Wealth Partners
Colorado
$5.95M -$724K -9,195 -11%
SWA
92
SOA Wealth Advisors
New York
$5.9M -$124K -1,570 -2%
CAM
93
Clarity Asset Management
Iowa
$5.87M -$4.57M -58,047 -44%
DAS
94
Dynamic Advisor Solutions
Arizona
$5.85M -$506K -6,418 -8%
AllianceBernstein
95
AllianceBernstein
Tennessee
$5.82M +$1.28M +16,214 +28%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$5.74M +$3.53M +44,801 +160%
BPA
97
Beacon Pointe Advisors
California
$5.35M -$413K -5,239 -7%
Citigroup
98
Citigroup
New York
$5.2M +$179K +2,274 +4%
AI
99
Accredited Investors
Minnesota
$4.98M +$201K +2,556 +4%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$4.96M -$241K -3,053 -5%
2 3
4
5 6