ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

585 hedge funds and large institutions have $6.94B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 182 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
8.46%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
45
Increased
217
Reduced
182
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$159M
2
Northern Trust
2
Northern Trust
Illinois
$390M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$94.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$148M
5
WANY
5
Wealthspire Advisors (New York)
New York
$10.1M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$362M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$47.5M
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$103M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$80.7M
5
CAM
5
Clarity Asset Management
Iowa
$780K
Name Holding Trade Value Shares
Change 		Shares
Change %
REMPR
76
Roof Eidam Maycock Peralta (REMP)
California
$9.68M +$45K +535 +0.5%
SHGA
77
Sand Hill Global Advisors
California
$9.28M +$121K +1,443 +1%
SRWM
78
Shira Ridge Wealth Management
California
$9.21M +$289K +3,430 +3%
OWM
79
Orgel Wealth Management
Wisconsin
$9M +$9.26K +110 +0.1%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$8.81M +$663K +7,877 +8%
WA
81
Wealth Architects
California
$8.3M +$569K +6,761 +7%
WI
82
WrapManager Inc
California
$8.23M +$195K +2,319 +2%
HIF
83
Hill Island Financial
Michigan
$7.91M +$118K +1,396 +2%
LWP
84
Laurel Wealth Planning
Minnesota
$7.68M -$758K -9,009 -9%
LGWM
85
Litman Gregory Wealth Management
California
$7.64M +$110K +1,308 +1%
PAG
86
Private Advisor Group
New Jersey
$7.3M -$369K -4,386 -5%
CGL
87
Clarius Group LLC
Washington
$7.29M +$371K +4,406 +5%
FEG
88
Fund Evaluation Group
Ohio
$7.26M -$1.75M -20,735 -19%
AC
89
Apella Capital
Connecticut
$7.1M +$18.5K +222 +0.3%
NA
90
Nottingham Advisors
New York
$6.67M -$124K -1,479 -2%
AllianceBernstein
91
AllianceBernstein
Tennessee
$6.34M +$125K +1,480 +2%
BWP
92
BSW Wealth Partners
Colorado
$6.31M -$48.1K -572 -0.8%
SWA
93
SOA Wealth Advisors
New York
$6.17M -$133K -1,580 -2%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$6.05M -$79K -939 -1%
CA
95
Cambridge Associates
Massachusetts
$5.87M +$5.87M +69,691 New
MWM
96
Mascoma Wealth Management
New Hampshire
$5.83M +$854K +10,150 +17%
AI
97
Accredited Investors
Minnesota
$5.65M +$338K +4,011 +6%
JFA
98
JNBA Financial Advisors
Minnesota
$5.59M +$1.21M +14,367 +28%
BPA
99
Beacon Pointe Advisors
California
$5.48M -$229K -2,716 -4%
NA
100
NewEdge Advisors
Louisiana
$5.3M +$77.8K +924 +1%
2 3
4
5 6