ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

321 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 12 closing their positions.

Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.7%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
77
Increased
153
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$649M
2
PCA
2
Personal Capital Advisors
California
$215M
3
Morgan Stanley
3
Morgan Stanley
New York
$199M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$84.8M
5
Betterment LLC
5
Betterment LLC
New York
$111M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$12.4M
4
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$37.7M
5
BlackRock
5
BlackRock
New York
$154M
Name Market Value Shares Shares
Change 		Shares
Change %
JFA
126
JNBA Financial Advisors
Minnesota
$968K 13,249 +7,658 +137%
AC
127
Apella Capital
Connecticut
$965K 13,215 +4,995 +61%
CTA
128
Chesley Taft & Associates
Illinois
$960K 13,145 – –
BCM
129
Brookstone Capital Management
Illinois
$947K 12,962 +5,861 +83%
Renaissance Technologies
130
Renaissance Technologies
New York
$942K 12,900 -1,200 -9%
FI
131
FormulaFolio Investments
Michigan
$937K 12,827 +12,827 New
MIAN
132
Mariner Independent Advisor Network
Kansas
$908K 12,425 +607 +5%
AWA
133
Alaska Wealth Advisors
Alaska
$869K 11,898 -9,869 -45%
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$866K 11,859 +5,581 +89%
DAS
135
Dynamic Advisor Solutions
Arizona
$866K 11,851 +11,851 New
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$835K 11,438 +11,438 New
NEGWA
137
New England Guild Wealth Advisors
Connecticut
$834K 11,416 +11,416 New
DWT
138
Dorsey & Whitney Trust
South Dakota
$828K 11,341 – –
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$796K 10,901 -416 -4%
JFGLC
140
Johnson Financial Group LLC (Colorado)
Colorado
$793K 10,852 -636 -6%
MM
141
Main Management
California
$760K 10,402 – –
PAG
142
Private Advisor Group
New Jersey
$760K 10,403 +928 +10%
COCM
143
Charter Oak Capital Management
New Hampshire
$755K 10,343 +10,343 New
KAS
144
Kestra Advisory Services
Texas
$746K 10,127 +10,127 New
IWC
145
Integrated Wealth Concepts
Massachusetts
$729K 9,987 +984 +11%
KP
146
Keel Point
Alabama
$720K 9,859 +78 +0.8%
RJT
147
Raymond James Trust
Florida
$686K 9,398 +2,464 +36%
PA
148
Paracle Advisors
Washington
$683K 9,356 +137 +1%
TWM
149
Tradition Wealth Management
Minnesota
$683K 9,356 +9,356 New
V
150
Veritable
Delaware
$673K 9,209 -7,250 -44%
4 5
6
7 8