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iShares ESG Aware MSCI EAFE ETF

417 hedge funds and large institutions have $5.28B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 250 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

355% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 55

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

14% more capital invested

Capital invested by funds: $4.64B → $5.28B (+$638M)

9% more funds holding

Funds holding: 382417 (+35)

0.1% more ownership

Funds ownership: 77.9%78% (+0.1%)

Holders
417
Holders Change
+35
Holders Change %
+9.16%
% of All Funds
7.3%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
47
Increased
250
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WDG
226
Wealth Dimensions Group
Ohio
$606K +$620K +7,726 New
IFAM
227
Institutional & Family Asset Management
Colorado
$605K +$33.2K +413 +6%
RA
228
RFG Advisory
Alabama
$604K +$619K +7,706 New
JFGLC
229
Johnson Financial Group LLC (Colorado)
Colorado
$589K -$85.2K -1,061 -12%
WCFA
230
Walkner Condon Financial Advisors
Wisconsin
$577K +$6.26K +78 +1%
AF
231
Affiance Financial
Minnesota
$576K +$46.6K +581 +9%
MBT
232
Montecito Bank & Trust
California
$568K +$33.2K +414 +6%
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$562K
BF
234
BOK Financial
Oklahoma
$561K +$574K +7,155 New
SWP
235
Stratos Wealth Partners
Ohio
$553K +$1.36K +17 +0.2%
CCA
236
Cobblestone Capital Advisors
New York
$550K +$241 +3 +0%
MAM
237
Meeder Asset Management
Ohio
$525K +$41.7K +519 +8%
ACA
238
Atlas Capital Advisors
Wyoming
$522K +$43.9K +547 +9%
NA
239
NewEdge Advisors
Louisiana
$516K +$529K +6,584 New
TCOV
240
Trust Company of Vermont
Vermont
$496K +$206K +2,571 +69%
WANY
241
Wealthspire Advisors (New York)
New York
$490K +$502K +6,250 New
PCMC
242
Private Capital Management (Colorado)
Colorado
$489K +$213K +2,655 +74%
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$487K +$71.6K +892 +17%
MNG
244
Manning & Napier Group
New York
$484K
WWM
245
WT Wealth Management
Arizona
$483K +$154K +1,923 +45%
HI
246
Harbour Investments
Wisconsin
$478K +$28.7K +358 +6%
ST
247
Sentinel Trust
Texas
$477K -$6.9K -86 -1%
SDWMA
248
Schneider Downs Wealth Management Advisors
Pennsylvania
$475K +$29.5K +368 +6%
CW
249
CreativeOne Wealth
Kansas
$475K +$221K +2,758 +83%
BIA
250
Bigelow Investment Advisors
Maine
$466K +$83.8K +1,044 +21%

ESGD Hedge Fund Activity: Q3 2021 in Review

417 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2021, worth a combined $5.28B — up 14% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 9 closed out — a net gain of 38 holders — while 250 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $131M. The largest seller was Jane Street, cutting an estimated $35.3M.

  • 417 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2021, up from 382 in Q2 2021.
  • Funds reported $5.28B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2021 and 9 closed out, a net change of +38 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2021 was Bank of America, an estimated $131M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2021 was Jane Street, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2021.