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.

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
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$332M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$19.3M
3
EWA
3
EP Wealth Advisors
California
$25.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$15.7M
5
Ameriprise
5
Ameriprise
Minnesota
$132M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$641M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$158M
3
OMC
3
Old Mission Capital
Illinois
$3.47M
4
BlackRock
4
BlackRock
New York
$122M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$641M 9,268,441 -1,534,572 -14%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$431M 6,236,684 -32,316 -0.5%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$415M 5,998,013 -5,250 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$332M 4,809,658 +54,832 +1%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$332M 4,798,990 +4,798,990 New
Northern Trust
6
Northern Trust
Illinois
$290M 4,200,922 +129,179 +3%
Betterment LLC
7
Betterment LLC
New York
$257M 3,719,424 +78,418 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$158M 2,288,149 -896,209 -28%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$140M 2,031,694 -85,074 -4%
Ameriprise
10
Ameriprise
Minnesota
$132M 1,909,096 +140,762 +8%
BlackRock
11
BlackRock
New York
$122M 1,771,759 -262,625 -13%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$120M 1,731,698 +87,817 +5%
Goldman Sachs
13
Goldman Sachs
New York
$111M 1,602,495 +7,903 +0.5%
Wells Fargo
14
Wells Fargo
California
$109M 1,578,593 +110,627 +8%
UBS Group
15
UBS Group
Switzerland
$106M 1,534,907 +28,189 +2%
FLPIM
16
F.L. Putnam Investment Management
Massachusetts
$90.1M 1,303,201 +55,712 +4%
ST
17
Spinnaker Trust
Maine
$80.6M 1,166,204 +1,516 +0.1%
AA
18
Acorns Advisers
California
$78.2M 1,130,586 +62,021 +6%
Wealthfront Advisers
19
Wealthfront Advisers
California
$62.7M 906,544 +72,512 +9%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$53.8M 778,302 -11,114 -1%
US Bancorp
21
US Bancorp
Minnesota
$53.2M 770,187 +54,804 +8%
EI
22
Ellevest Inc
New York
$50.7M 733,218 +34,352 +5%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$49.7M 718,401 +93,856 +15%
HighTower Advisors
24
HighTower Advisors
Illinois
$40M 578,303 +9,123 +2%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$37.3M 538,900 +22,300 +4%
1
2 3 4 5