ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

575 hedge funds and large institutions have $6.51B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 230 increasing their positions, 191 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+22
Holders Change %
+3.98%
% of All Funds
8.43%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
71
Increased
230
Reduced
191
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$737M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$50.5M
3
Jane Street
3
Jane Street
New York
$34.5M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$375M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$47.6M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$254M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M
3
EI
3
Ellevest Inc
New York
$8.72M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$0
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$453M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
101
Beacon Pointe Advisors
California
$5.36M +$2.27M +30,113 +74%
AllianceBernstein
102
AllianceBernstein
Tennessee
$4.98M +$1.86M +24,581 +59%
HPFG
103
Hart & Patterson Financial Group
Massachusetts
$4.83M +$4.83M +63,938 New
Citigroup
104
Citigroup
New York
$4.55M +$1.24M +16,367 +37%
MGP
105
Metis Global Partners
California
$4.44M +$4.22M +55,811 +1,876%
SC
106
Savant Capital
Illinois
$4.43M -$181K -2,395 -4%
NA
107
NewEdge Advisors
Louisiana
$4.37M -$21.3K -287 -0.5%
RSWM
108
Robertson Stephens Wealth Management
California
$4.37M -$122K -1,618 -3%
AI
109
Accredited Investors
Minnesota
$4.36M +$235K +3,113 +6%
Osaic Holdings
110
Osaic Holdings
Arizona
$4.22M -$8.64M -114,312 -67%
BRIA
111
Balanced Rock Investment Advisors
Massachusetts
$4.13M +$4.13M +54,691 New
Cerity Partners
112
Cerity Partners
New York
$4.1M +$3.01M +39,820 +275%
MWM
113
Mascoma Wealth Management
New Hampshire
$4.03M +$366K +4,839 +10%
RZH
114
Relyea Zuckerberg Hanson
Connecticut
$3.81M +$383K +5,065 +11%
Truist Financial
115
Truist Financial
North Carolina
$3.61M +$298K +3,950 +9%
CAN
116
Cetera Advisor Networks
California
$3.48M -$468K -6,199 -12%
P
117
Pitcairn
Pennsylvania
$3.47M -$542K -7,180 -14%
IWM
118
Integris Wealth Management
California
$3.45M +$11.8K +156 +0.3%
JFA
119
JNBA Financial Advisors
Minnesota
$3.42M +$20.8K +275 +0.6%
FFBTD
120
First Financial Bank - Trust Division
Ohio
$3.38M -$169K -2,242 -5%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.36M +$72.7K +962 +2%
RJA
122
Raymond James & Associates
Florida
$3.32M +$543K +7,182 +20%
OCM
123
Objective Capital Management
Ohio
$3.28M -$242K -3,209 -7%
TC
124
Trilogy Capital
California
$3.28M -$1.89K -25 -0.1%
BEC
125
Blue Edge Capital
Virginia
$3.27M +$497K +6,577 +18%
3 4
5
6 7