ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

381 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
39
Increased
244
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$996M
2
PCA
2
Personal Capital Advisors
California
$325M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$216M
4
Macquarie Group
4
Macquarie Group
Australia
$41.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$164M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$21.3M
2
Creative Planning
2
Creative Planning
Kansas
$7.6M
3
GCA
3
Greenwood Capital Associates
South Carolina
$1.49M
4
RCS
4
Retirement Capital Strategies
California
$0
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
101
Parkside Advisors
California
$2.42M +$541K +6,839 +29%
CCWA
102
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.31M +$1M +12,692 +77%
TC
103
Trilogy Capital
California
$2.24M +$494K +6,172 +28%
Wealthfront Advisers
104
Wealthfront Advisers
California
$2.19M +$2.19M +27,670 New
HHGA
105
Halbert Hargrove Global Advisors
California
$2.16M +$405K +5,128 +23%
P
106
Pitcairn
Pennsylvania
$2.08M +$49.9K +631 +2%
Renaissance Technologies
107
Renaissance Technologies
New York
$2.07M -$800K -10,124 -28%
FFG
108
Frisch Financial Group
New York
$2.04M +$19.8K +251 +1%
PWM
109
Perigon Wealth Management
California
$2.02M +$1.57M +19,826 +346%
PPA
110
Parametric Portfolio Associates
Washington
$1.99M -$632 -8 -0%
AI
111
Accredited Investors
Minnesota
$1.96M +$159K +2,011 +9%
PL
112
Plancorp LLC
Missouri
$1.96M +$58.4K +739 +3%
BEC
113
Blue Edge Capital
Virginia
$1.94M +$79.1K +1,001 +4%
HA
114
Harborview Advisors
Maine
$1.87M +$311K +3,930 +20%
BFG
115
Baron Financial Group
New Jersey
$1.87M +$254K +3,215 +16%
JFA
116
JNBA Financial Advisors
Minnesota
$1.86M +$321K +4,061 +21%
WP
117
WealthSource Partners
California
$1.8M +$373K +4,714 +26%
RF
118
RHS Financial
California
$1.79M +$173K +2,192 +11%
CWM
119
Cranbrook Wealth Management
Michigan
$1.74M +$177K +2,237 +11%
PWLP
120
Prio Wealth Limited Partnership
Massachusetts
$1.74M – – –
NEPWA
121
New England Private Wealth Advisors
Massachusetts
$1.74M +$1.74M +21,960 New
WLIM
122
White Lighthouse Investment Management
Massachusetts
$1.68M +$105K +1,325 +7%
QCG
123
Quadrant Capital Group
Ohio
$1.68M +$53.6K +678 +3%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$1.66M +$684K +8,660 +70%
LNC
125
Lincoln National Corp
Pennsylvania
$1.64M +$4.27K +54 +0.3%
3 4
5
6 7