ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

416 hedge funds and large institutions have $5.28B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 249 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+35
Holders Change %
+9.19%
% of All Funds
7.31%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
47
Increased
249
Reduced
55
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.12B
2
CFG
2
Citizens Financial Group
Rhode Island
$81.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$290M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$228M
5
PCA
5
Personal Capital Advisors
California
$361M

Top Sellers

1
Jane Street
1
Jane Street
New York
$7.68M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$924K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$20.5M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$7.42M
5
KFS
5
Kelly Financial Services
Massachusetts
$9.73K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
101
Garde Capital
Washington
$3.21M +$314K +4,004 +11%
ACA
102
Affinity Capital Advisors
California
$3.2M +$191K +2,433 +6%
KAS
103
Kestra Advisory Services
Texas
$3.13M +$2.36M +30,052 +303%
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$3.12M +$1.4M +17,822 +81%
AC
105
Apella Capital
Connecticut
$3.09M +$369K +4,713 +14%
SFS
106
Sowell Financial Services
Arkansas
$2.84M -$871K -11,105 -23%
BWP
107
BSW Wealth Partners
Colorado
$2.73M – – –
CCWA
108
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.71M +$423K +5,398 +19%
PA
109
Parkside Advisors
California
$2.64M +$248K +3,160 +10%
TWM
110
TriaGen Wealth Management
California
$2.57M -$313 -4 -0%
WP
111
WealthSource Partners
California
$2.54M +$753K +9,604 +42%
OWA
112
One Wealth Advisors
California
$2.49M +$882K +11,250 +55%
BEC
113
Blue Edge Capital
Virginia
$2.48M +$551K +7,027 +29%
JFA
114
JNBA Financial Advisors
Minnesota
$2.46M +$613K +7,820 +33%
FI
115
Financial Insights
Washington
$2.34M +$277K +3,540 +13%
Truist Financial
116
Truist Financial
North Carolina
$2.28M +$1.13M +14,395 +98%
TC
117
Trilogy Capital
California
$2.27M +$80.5K +1,027 +4%
Prudential Financial
118
Prudential Financial
New Jersey
$2.19M +$1.09M +13,507 +100%
AI
119
Accredited Investors
Minnesota
$2.16M +$210K +2,682 +11%
MAM
120
Magellan Asset Management
Australia
$2.13M +$2.13M +27,220 New
HHGA
121
Halbert Hargrove Global Advisors
California
$2.07M -$78.6K -1,003 -4%
FFG
122
Frisch Financial Group
New York
$2.06M +$34.5K +440 +2%
PWM
123
Perigon Wealth Management
California
$2.05M +$49.5K +632 +2%
PL
124
Plancorp LLC
Missouri
$2.04M +$104K +1,322 +5%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$2.03M +$389K +4,957 +24%
3 4
5
6 7