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iShares ESG Aware MSCI EAFE ETF

607 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

79% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 156

4% more funds holding

Funds holding: 586607 (+21)

2.41% more ownership

Funds ownership: 79.44%81.85% (+2.4%)

5% less capital invested

Capital invested by funds: $6.95B → $6.58B (-$366M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
607
Holders Change
+21
Holders Change %
+3.58%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
226
Pure Financial Advisors
California
$1.08M +$331K +4,156 +42%
MCM
227
Mendel Capital Management
Arkansas
$1.04M +$239 +3 +0%
AWM
228
Aprio Wealth Management
Georgia
$1.03M +$16.9K +212 +2%
IAG
229
Ipsen Advisor Group
Arkansas
$1.03M +$1.07M +13,501 New
WRPWM
230
Werba Rubin Papier Wealth Management
California
$1.03M -$796 -10 -0.1%
WFAG
231
Wescott Financial Advisory Group
Pennsylvania
$1.02M +$97.5K +1,225 +10%
ADL
232
Asset Dedication LLC
California
$1.02M -$33.1K -416 -3%
OFG
233
Omega Financial Group
California
$972K +$28.7K +361 +3%
EFG
234
Elios Financial Group
Ohio
$970K -$212K -2,667 -17%
ACA
235
Affinity Capital Advisors
California
$969K -$112K -1,405 -10%
RCG
236
Regatta Capital Group
California
$952K +$5.49K +69 +0.6%
AIM
237
Acropolis Investment Management
Missouri
$946K +$112K +1,411 +13%
CT
238
Coastline Trust
Rhode Island
$942K +$90.2K +1,134 +10%
FCI
239
Financial Counselors Inc
Kansas
$942K +$100K +1,261 +11%
Comerica Bank
240
Comerica Bank
Texas
$941K -$3.9K -49 -0.4%
SAS
241
Sage Advisory Services
Texas
$938K -$67.9K -854 -6%
CAL
242
Capital Analysts LLC
Pennsylvania
$924K +$8.75K +110 +0.9%
AIFS
243
A&I Financial Services
Colorado
$918K +$959K +12,052 New
SFP
244
Shepherd Financial Partners
Massachusetts
$918K +$5.81K +73 +0.6%
ACM
245
Armbruster Capital Management
New York
$916K
FDCP
246
Foster Dykema Cabot & Partners
Massachusetts
$915K +$629K +7,900 +192%
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$899K +$493K +6,193 +110%
SWP
248
Stratos Wealth Partners
Ohio
$898K +$36.3K +456 +4%
BFP
249
Brewster Financial Planning
New York
$897K +$530K +6,663 +130%
GS
250
GTS Securities
New York
$890K +$930K +11,684 New

ESGD Hedge Fund Activity: Q4 2024 in Review

607 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2024, worth a combined $6.58B — down 5.3% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ESGD positions and 38 closed out — a net gain of 35 holders — while 280 added to existing stakes and 156 trimmed.

The largest buyer was Northern Trust, adding an estimated $77.4M. The largest seller was Fifth Third Bancorp, cutting an estimated $33.5M.

  • 607 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 73 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2024 was Northern Trust, an estimated $77.4M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2024 was Fifth Third Bancorp, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2024.