ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

200 hedge funds and large institutions have $999M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+28
Holders Change %
+16.28%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
40
Increased
100
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$217M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$34.7M
3
PCA
3
Personal Capital Advisors
California
$99.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.4M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$6M
2
FTIOP
2
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$15.9M
5
BlackRock
5
BlackRock
New York
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
126
Colony Group
Massachusetts
$321K +$13.6K +198 +4%
AWS
127
AJ Wealth Strategies
New York
$312K – – –
HWA
128
Hilltop Wealth Advisors
North Carolina
$283K +$283K +4,117 New
WR
129
Watson Rebecca
$275K +$275K +3,994 New
HA
130
Harborview Advisors
Maine
$270K – – –
PA
131
Parkside Advisors
California
$269K +$269K +3,920 New
TFA
132
TPG Financial Advisors
Oregon
$268K -$5.36K -78 -2%
FWM
133
Frontier Wealth Management
Missouri
$268K – – –
RCS
134
Retirement Capital Strategies
California
$265K -$373K -5,411 -58%
EIG
135
Ellenbecker Investment Group
Wisconsin
$256K +$2.2K +32 +0.9%
SWP
136
Stratos Wealth Partners
Ohio
$255K +$22.5K +327 +10%
TCOV
137
Trust Company of Vermont
Vermont
$252K -$81.4K -1,188 -24%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$247K +$196K +2,822 +381%
WB
139
WesBanco Bank
West Virginia
$243K – – –
JPMPWA
140
J.P. Morgan Private Wealth Advisors
California
$239K – – –
PI
141
PFS Investments
Georgia
$235K +$235K +3,425 New
BBNA
142
Bremer Bank National Association
Minnesota
$232K +$11.6K +168 +5%
AC
143
Arjuna Capital
North Carolina
$230K – – –
Citigroup
144
Citigroup
New York
$230K +$58.6K +853 +34%
KLI
145
Kelman-Lazarov Inc
Tennessee
$228K -$15.1K -220 -6%
CAM
146
Cresset Asset Management
Illinois
$217K – – –
UCFA
147
United Capital Financial Advisors
Texas
$215K +$215K +3,122 New
ACA
148
Atlas Capital Advisors
Wyoming
$214K +$152K +2,216 +246%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K +$213K +3,104 New
SPIA
150
Steward Partners Investment Advisory
New York
$212K +$110K +1,604 +108%
4 5
6
7 8