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iShares ESG Aware MSCI EAFE ETF

382 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 46

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

21% more capital invested

Capital invested by funds: $3.84B → $4.64B (+$798M)

4% more funds holding

Funds holding: 369382 (+13)

1.82% more ownership

Funds ownership: 76.08%77.9% (+1.8%)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
40
Increased
244
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
226
Chicago Capital
Illinois
$464K
HI
227
Harbour Investments
Wisconsin
$453K +$74.2K +932 +19%
SDWMA
228
Schneider Downs Wealth Management Advisors
Pennsylvania
$450K +$12.6K +158 +3%
SWM
229
Spire Wealth Management
Virginia
$440K +$97.4K +1,224 +28%
APW
230
Austin Private Wealth
Texas
$434K +$41.9K +526 +11%
BPA
231
Beacon Pointe Advisors
California
$425K +$36.3K +456 +9%
FRA
232
Frank Rimerman Advisors
California
$423K
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$422K +$151K +1,900 +56%
ADL
234
Asset Dedication LLC
California
$421K +$955 +12 +0.2%
CB
235
Community Bank
New York
$420K +$3.58K +45 +0.9%
PAI
236
Pittenger & Anderson Inc
Nebraska
$419K +$4.7K +59 +1%
Citigroup
237
Citigroup
New York
$419K +$10.2K +128 +2%
MNG
238
Manning & Napier Group
New York
$414K
RIA
239
Regal Investment Advisors
Michigan
$410K +$413K +5,193 New
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K -$897K -11,271 -69%
CCG
241
Capital CS Group
California
$409K +$412K +5,181 New
CWP
242
Concord Wealth Partners
Virginia
$407K +$410K +5,153 New
TFO
243
Tarbox Family Office
California
$399K
EFL
244
ERn Financial LLC
Wisconsin
$397K -$8.84K -111 -2%
PA
245
Planning Alternatives
Michigan
$392K +$395K +4,960 New
PP
246
PDS Planning
Ohio
$391K +$1.51K +19 +0.4%
BB
247
Bell Bank
North Dakota
$387K -$17.6K -221 -4%
BIA
248
Bigelow Investment Advisors
Maine
$387K
FFN
249
Focus Financial Network
Minnesota
$386K +$9.71K +122 +3%
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$385K +$388K +4,873 New

ESGD Hedge Fund Activity: Q2 2021 in Review

382 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2021, worth a combined $4.64B — up 21% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESGD positions and 21 closed out — a net gain of 19 holders — while 244 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Creative Planning, cutting an estimated $4.02M.

  • 382 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2021, up from 369 in Q1 2021.
  • Funds reported $4.64B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2021 and 21 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2021 was Bank of America, an estimated $132M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2021 was Creative Planning, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2021.