ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Overview Fund Activity

553 hedge funds and large institutions have $5.7B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 223 increasing their positions, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-8
Holders Change %
-1.43%
% of All Funds
8.82%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
32
Increased
223
Reduced
188
Closed
33
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
-$38K

Top Buyers

1
EWA
EP Wealth Advisors
California
$25.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$15.7M
3
Ameriprise
Ameriprise
Minnesota
$132M
4
Northern Trust
Northern Trust
Illinois
$290M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$158M
3
OMC
Old Mission Capital
Illinois
$3.47M
4
BlackRock
BlackRock
New York
$122M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
151
Alaska Wealth Advisors
Alaska
$1.98M +$74K +1,070 +4%
PHIC
152
Pine Haven Investment Counsel
Massachusetts
$1.98M +$63.3K +915 +3%
VFIC
153
Valley Forge Investment Consultants
Pennsylvania
$1.96M – – –
ASN
154
Advisory Services Network
Georgia
$1.94M +$215K +3,114 +13%
HWA
155
Hilltop Wealth Advisors
North Carolina
$1.93M +$164K +2,369 +9%
TWM
156
TriaGen Wealth Management
California
$1.93M – – –
S
157
Syntrinsic
Colorado
$1.92M +$1.92M +27,814 New
MGIA
158
Moneta Group Investment Advisors
Missouri
$1.89M +$877K +12,693 +86%
CL
159
Choreo LLC
Illinois
$1.88M +$85.7K +1,240 +5%
B
160
Bailard
California
$1.86M +$291K +4,208 +19%
BOPW
161
Brandywine Oak Private Wealth
Pennsylvania
$1.85M +$52.5K +760 +3%
RF
162
RHS Financial
California
$1.84M -$25K -361 -1%
CWM
163
Connecticut Wealth Management
Connecticut
$1.81M -$15.8K -228 -0.9%
ACA
164
Affinity Capital Advisors
California
$1.8M -$493K -7,136 -22%
RFA
165
RTD Financial Advisors
Pennsylvania
$1.77M -$5.6K -81 -0.3%
VC
166
Vicus Capital
Pennsylvania
$1.77M +$78K +1,128 +5%
FWI
167
Facet Wealth Inc
Maryland
$1.73M -$212K -3,161 -11%
PWM
168
Perigon Wealth Management
California
$1.72M -$133K -1,924 -7%
BCM
169
Brookstone Capital Management
Illinois
$1.7M -$10.9K -162 -0.6%
HWA
170
Heritage Wealth Advisors
Virginia
$1.7M +$425K +6,142 +33%
HNB
171
Huntington National Bank
Ohio
$1.7M -$1.53M – –
HI
172
Harbour Investments
Wisconsin
$1.69M +$284K +4,113 +20%
AWS
173
Atria Wealth Solutions
New York
$1.69M -$787K -11,390 -32%
DT
174
Diversified Trust
Tennessee
$1.66M -$7.95K -115 -0.5%
AF
175
Affiance Financial
Minnesota
$1.66M +$32K +463 +2%
5 6
7
8 9