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iShares ESG Aware MSCI EAFE ETF
ESGD

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 40

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

64% more capital invested

Capital invested by funds: $1.17B → $1.92B (+$749M)

14% more funds holding

Funds holding: 215 → 245 (+30)

3.77% more ownership

Funds ownership: 74.56% → 78.33% (+3.8%)

Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.02%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$133M
2
Bank of America
Bank of America
North Carolina
+$61.8M
3
ST
Spinnaker Trust
Maine
+$55.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.4M
5
Northern Trust
Northern Trust
Illinois
+$36.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.27M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.36M
3
CWM
Connecticut Wealth Management
Connecticut
-$984K
4
GTAM
Global Trust Asset Management
Florida
-$537K
5
Deutsche Bank
Deutsche Bank
Germany
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
226
Citizens Financial Group
Rhode Island
$29K +$27.1K +472 New
FCA
227
FinTrust Capital Advisors
South Carolina
$28K +$2.3K +40 +9%
GC
228
Grace Capital
Massachusetts
$27K -$10.6K -184 -29%
NSIM
229
North Star Investment Management
Illinois
$26K +$287 +5 +1%
IWP
230
IAG Wealth Partners
Wisconsin
$25K +$23.5K +409 New
FHA
231
Flagship Harbor Advisors
Massachusetts
$18K – – –
PA
232
Procyon Advisors
Connecticut
$16K – – –
PIMG
233
Patriot Investment Management Group
Tennessee
$15.4K +$14.6K +254 New
FWP
234
FAS Wealth Partners
Kansas
$12K -$4.42K -77 -28%
RCA
235
Rowland Carmichael Advisors
Arizona
$12K +$459 +8 +4%
RWG
236
Regal Wealth Group
California
$11K – – –
APC
237
Aspire Private Capital
North Carolina
$10K – – –
NA
238
Nottingham Advisors
New York
$9.53K +$764K +13,311 +10%
SF
239
Synovus Financial
Georgia
$6K -$1.21K -21 -18%
BBA
240
Braun-Bostich & Associates
Pennsylvania
$5K -$368K -6,409 -99%
ME
241
McIlrath & Eck
Washington
$3K – – –
Fidelity Investments
242
Fidelity Investments
Massachusetts
$2K +$1.72K +30 New
FI
243
Financial Insights
Washington
$1.35K -$337K -5,876 -28%
BWA
244
Burt Wealth Advisors
Maryland
$1K – – –
TFA
245
Toth Financial Advisory
Virginia
$1K – – –
TI
246
tru Independence
Oregon
$208 +$198K +3,445 New
Susquehanna International Group
247
Susquehanna International Group
Pennsylvania
– -$3.36M -63,133 Closed
CWM
248
Connecticut Wealth Management
Connecticut
– -$984K -18,511 Closed
GTAM
249
Global Trust Asset Management
Florida
– -$537K -9,985 Closed
BSW
250
Buckingham Strategic Wealth
Missouri
– -$400K -7,526 Closed
7 8 9
10
11

ESGD Hedge Fund Activity: Q2 2020 in Review

245 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2020, worth a combined $1.92B — up 64% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 16 closed out — a net gain of 31 holders — while 134 added to existing stakes and 40 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $8.27M.

  • 245 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2020, up from 215 in Q1 2020.
  • Funds reported $1.92B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2020, up 64% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2020 and 16 closed out, a net change of +31 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2020 was Fifth Third Bancorp, an estimated $133M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2020 was Citadel Advisors, an estimated $8.27M sold.

Based on aggregated 13F filings for Q2 2020.