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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
GAM
251
Gemmer Asset Management
California
$383K +$77.9K +979 +25%
JFG
252
JMG Financial Group
Illinois
$376K +$379K +4,758 New
KFP
253
KB Financial Partners
New Jersey
$375K +$11.9K +150 +3%
RZH
254
Relyea Zuckerberg Hanson
Connecticut
$373K
MSFS
255
Main Street Financial Solutions
Pennsylvania
$370K +$7.64K +96 +2%
SWM
256
SigFig Wealth Management
California
$369K +$371K +4,663 New
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$367K +$58.3K +732 +19%
AWS
258
AJ Wealth Strategies
New York
$358K
HTC
259
Haverford Trust Company
Pennsylvania
$358K +$30.5K +383 +9%
CWM
260
Chicago Wealth Management
Illinois
$356K
LWMG
261
Levy Wealth Management Group
Pennsylvania
$352K +$101K +1,268 +40%
BAIA
262
Bel Air Investment Advisors
California
$345K
HNB
263
Huntington National Bank
Ohio
$340K +$343K +4,307 New
CAL
264
Capital Analysts LLC
Pennsylvania
$338K +$129K +1,618 +61%
WWM
265
WT Wealth Management
Arizona
$335K +$44.8K +563 +15%
WFAG
266
Wescott Financial Advisory Group
Pennsylvania
$335K +$46.6K +585 +16%
PMFA
267
Plante Moran Financial Advisors
Michigan
$334K +$135K +1,695 +67%
AWM
268
AE Wealth Management
Kansas
$333K +$335K +4,211 New
OWP
269
Obermeyer Wealth Partners
Colorado
$326K
CRWM
270
Castle Rock Wealth Management
California
$326K +$322K +4,045 New
TPCW
271
TD Private Client Wealth
New York
$319K +$398 +5 +0.1%
OWA
272
Opal Wealth Advisors
New York
$317K +$7.24K +91 +2%
AIA
273
Arbor Investment Advisors
North Carolina
$314K +$18.1K +227 +6%
PFM
274
Peak Financial Management
Massachusetts
$312K -$6.84K -86 -2%
AWA
275
Aaron Wealth Advisors
Illinois
$310K +$50.3K +632 +19%

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.