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iShares ESG Aware MSCI EAFE ETF

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.

New
Increased
Maintained
Reduced
Closed

542% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 12

164% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 58

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

28% more capital invested

Capital invested by funds: $2.38B → $3.06B (+$677M)

21% more funds holding

Funds holding: 266321 (+55)

0.64% more ownership

Funds ownership: 76.06%76.71% (+0.64%)

Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.68%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
77
Increased
153
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
226
TD Private Client Wealth
New York
$275K +$25.9K +379 +11%
TCOV
227
Trust Company of Vermont
Vermont
$272K -$2.87K -42 -1%
OCM
228
One Capital Management
California
$271K -$183K -2,679 -42%
OWA
229
Opal Wealth Advisors
New York
$271K +$254K +3,717 New
CFG
230
Cooper Financial Group
California
$264K -$23.3K -341 -9%
BFA
231
Bragg Financial Advisors
North Carolina
$258K
BAAM
232
Baker Avenue Asset Management
California
$258K +$242K +3,538 New
TFO
233
Tarbox Family Office
California
$254K
TI
234
tru Independence
Oregon
$252K +$235K +3,445 New
HTC
235
Haverford Trust Company
Pennsylvania
$248K +$2.39K +35 +1%
PFA
236
Pathway Financial Advisors
Vermont
$244K +$226K +3,303 New
RMCM
237
Reynders McVeigh Capital Management
Massachusetts
$244K +$228K +3,344 New
CRWM
238
Castle Rock Wealth Management
California
$242K +$220K +3,218 New
BSB
239
Bangor Savings Bank
Maine
$241K +$225K +3,295 New
HGWM
240
Horst & Graben Wealth Management
Oregon
$239K -$557K -8,150 -71%
PGA
241
Portland Global Advisors
Maine
$239K +$224K +3,275 New
UAS
242
United Asset Strategies
New York
$237K +$222K +3,244 New
ACA
243
Atlas Capital Advisors
Wyoming
$236K +$1.71K +25 +0.8%
COF
244
Capital One Financial
Virginia
$234K -$204K -2,990 -48%
LWMG
245
Levy Wealth Management Group
Pennsylvania
$233K +$218K +3,185 New
CAM
246
Cresset Asset Management
Illinois
$230K
AIA
247
Arbor Investment Advisors
North Carolina
$229K +$214K +3,129 New
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$228K +$1.43K +21 +0.7%
MGIA
249
Moneta Group Investment Advisors
Missouri
$228K +$213K +3,122 New
AP
250
Appleton Partners
Massachusetts
$227K +$212K +3,103 New

ESGD Hedge Fund Activity: Q4 2020 in Review

321 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2020, worth a combined $3.06B — up 28% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ESGD positions and 12 closed out — a net gain of 65 holders — while 153 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $51M. The largest seller was Envestnet Asset Management, cutting an estimated $28.8M.

  • 321 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2020, up from 266 in Q3 2020.
  • Funds reported $3.06B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2020, up 28% quarter-over-quarter.
  • 77 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2020 and 12 closed out, a net change of +65 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2020 was Bank of America, an estimated $51M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2020.