ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

544 hedge funds and large institutions have $5.52B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+49
Holders Change %
+9.9%
% of All Funds
8.78%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
84
Increased
204
Reduced
189
Closed
27
Calls
–
Puts
$26K
Net Calls
-$26K
Net Calls Change
-$26K

Top Buyers

1
SR
Swiss Re
Switzerland
$44.2M
2
Jane Street
Jane Street
New York
$104M
3
HighTower Advisors
HighTower Advisors
Illinois
$36M
4
KAS
Kestra Advisory Services
Texas
$28.9M
5
Franklin Resources
Franklin Resources
California
$17.9M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$138M
2
BF
Brooklyn FI
New York
$769K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
4
UBS Group
UBS Group
Switzerland
$102M
5
Macquarie Group
Macquarie Group
Australia
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
126
Baron Financial Group
New Jersey
$2.47M +$36.8K +560 +2%
PL
127
Plancorp LLC
Missouri
$2.47M -$1.03M -15,686 -29%
OWA
128
One Wealth Advisors
California
$2.47M -$319K -4,849 -11%
DL
129
DOHJ LLC
Washington
$2.42M +$1.87M +28,396 +340%
MWM
130
Mascoma Wealth Management
New Hampshire
$2.4M -$26K -396 -1%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$2.38M +$2.04K +31 +0.1%
SWG
132
Summit Wealth Group
Vermont
$2.38M +$19.1K +290 +0.8%
PG
133
Prostatis Group
Maryland
$2.36M +$2.36M +35,907 New
CWM
134
Cranbrook Wealth Management
Michigan
$2.32M +$6.11K +93 +0.3%
SC
135
Savant Capital
Illinois
$2.23M +$466K +7,652 +26%
AWM
136
Axxcess Wealth Management
California
$2.21M +$73.4K +1,117 +3%
Cerity Partners
137
Cerity Partners
New York
$2.2M -$64.4K -980 -3%
MAM
138
Magellan Asset Management
Australia
$2.18M – – –
QC
139
Quent Capital
New York
$2.18M -$297K -4,520 -12%
FC
140
Fulcrum Capital
Washington
$2.15M -$11.6M -176,868 -84%
HHGA
141
Halbert Hargrove Global Advisors
California
$2.14M +$1.12M +17,001 +109%
WP
142
WealthShield Partners
North Carolina
$2.13M +$144K +2,184 +7%
COCM
143
Charter Oak Capital Management
New Hampshire
$2.13M +$371K +5,642 +21%
CAN
144
Cetera Advisor Networks
California
$2.13M +$1.38M +21,064 +187%
LRWA
145
Long Run Wealth Advisors
New York
$2.09M +$138K +2,098 +7%
CTC
146
Central Trust Company
Missouri
$2.09M -$2.7K -41 -0.1%
FA
147
Financial Advisors
Massachusetts
$2.08M -$202K -3,074 -9%
FWI
148
Facet Wealth Inc
Maryland
$2.08M +$2.08M +29,419 New
WB
149
WesBanco Bank
West Virginia
$2.06M – – –
BEC
150
Blue Edge Capital
Virginia
$2.04M -$87.6K -1,332 -4%
4 5
6
7 8