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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
AWA
251
Aaron Wealth Advisors
Illinois
$224K +$210K +3,080 New
AC
252
Arjuna Capital
North Carolina
$221K
GVAG
253
Great Valley Advisor Group
Delaware
$221K +$207K +3,026 New
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$219K +$204K +2,994 New
CPO
255
Cerity Partners OCIO
New York
$219K +$205K +3,001 New
OWA
256
One Wealth Advisors
California
$215K +$201K +2,947 New
WIA
257
World Investment Advisors
California
$213K +$191K +2,792 New
PA
258
Parallel Advisors
California
$211K -$33.8K -495 -15%
WFAG
259
Wescott Financial Advisory Group
Pennsylvania
$209K +$195K +2,860 New
KWM
260
Kingsview Wealth Management
Oregon
$203K +$190K +2,785 New
TFS
261
TrustCore Financial Services
Tennessee
$202K +$4.51K +66 +2%
AC
262
AlphaCore Capital
California
$194K +$8.67K +127 +5%
PCG
263
Private Capital Group
Connecticut
$167K -$27.9K -409 -15%
IA
264
IFP Advisors
Florida
$159K +$20K +293 +15%
ACA
265
Aptus Capital Advisors
Alabama
$136K
TF
266
TimeScale Financial
Massachusetts
$135K -$8.61K -126 -6%
SWM
267
Sugarloaf Wealth Management
Georgia
$134K +$125K +1,828 New
EA
268
Elm Advisors
California
$133K +$124K +1,820 New
CPFP
269
Clear Perspectives Financial Planning
Ohio
$123K +$115K +1,688 New
VNA
270
Valley National Advisers
Pennsylvania
$119K +$13K +190 +13%
WTC
271
WhitTier Trust Company
Nevada
$116K -$1.02K -15 -0.9%
SIAP
272
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$110K
TPWA
273
TRUE Private Wealth Advisors
Oregon
$100K
PMFA
274
Plante Moran Financial Advisors
Michigan
$99K +$64.6K +946 +228%
CAL
275
Capital Analysts LLC
Pennsylvania
$91K +$35.5K +520 +72%

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.