ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

215 hedge funds and large institutions have $1.17B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 35 reducing their positions, and 27 closing their positions.

Holders
215
Holders Change
+15
Holders Change %
+7.5%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
107
Reduced
35
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$266M
2
Morgan Stanley
2
Morgan Stanley
New York
$112M
3
Northern Trust
3
Northern Trust
Illinois
$38.5M
4
Betterment LLC
4
Betterment LLC
New York
$36.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$36.4M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$20.1M
2
Jane Street
2
Jane Street
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$5.52M
4
Creative Planning
4
Creative Planning
Kansas
$5.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
101
Chesley Taft & Associates
Illinois
$581K – – –
BAAM
102
Baker Avenue Asset Management
California
$569K -$97.5K -1,834 -15%
WP
103
WealthSource Partners
California
$564K +$276K +5,194 +96%
MM
104
Main Management
California
$560K +$28.1K +529 +5%
SCA
105
Snowden Capital Advisors
New York
$560K -$139K -2,611 -20%
CWM
106
Cranbrook Wealth Management
Michigan
$555K +$279K +5,245 +101%
KP
107
Keel Point
Alabama
$543K +$543K +10,215 New
GTAM
108
Global Trust Asset Management
Florida
$537K -$140K -2,610 -21%
PI
109
PFS Investments
Georgia
$511K +$329K +6,180 +180%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$508K -$150K -2,814 -23%
SDWMA
111
Schneider Downs Wealth Management Advisors
Pennsylvania
$502K +$502K +9,443 New
LNC
112
Lincoln National Corp
Pennsylvania
$493K +$146K +2,749 +42%
SC
113
Savant Capital
Illinois
$481K +$481K +9,046 New
RW
114
REDW Wealth
New Mexico
$465K +$465K +8,743 New
VC
115
Vicus Capital
Pennsylvania
$458K +$99.8K +1,878 +28%
HWA
116
Hilltop Wealth Advisors
North Carolina
$453K +$234K +4,406 +107%
MWA
117
MFA Wealth Advisors
Pennsylvania
$406K +$406K +7,638 New
BSW
118
Buckingham Strategic Wealth
Missouri
$400K +$400K +7,526 New
SAS
119
Sage Advisory Services
Texas
$394K – – –
GC
120
Garde Capital
Washington
$390K -$1.29M -24,185 -77%
WIP
121
Wellesley Investment Partners
Massachusetts
$390K -$1.7K -32 -0.4%
CIBC Asset Management
122
CIBC Asset Management
Ontario, Canada
$381K – – –
PA
123
Parkside Advisors
California
$378K +$170K +3,195 +82%
DWT
124
Dorsey & Whitney Trust
South Dakota
$377K +$95.6K +1,800 +34%
SHGA
125
Sand Hill Global Advisors
California
$370K +$26.4K +497 +8%
3 4
5
6 7