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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
PAI
251
Pittenger & Anderson Inc
Nebraska
$462K +$47.5K +592 +11%
CC
252
Chicago Capital
Illinois
$460K
NCM
253
Northwest Capital Management
Oregon
$460K +$458K +5,699 New
MA
254
Mutual Advisors
Nebraska
$451K +$165K +2,050 +55%
SB
255
Strategic Blueprint
Georgia
$450K +$168K +2,095 +57%
ADL
256
Asset Dedication LLC
California
$447K +$29.6K +369 +7%
AP
257
Appleton Partners
Massachusetts
$446K +$149K +1,855 +48%
BB
258
Bell Bank
North Dakota
$445K +$62.5K +779 +16%
TFO
259
Tarbox Family Office
California
$442K +$47.7K +594 +12%
LWMG
260
Levy Wealth Management Group
Pennsylvania
$438K +$91.1K +1,135 +25%
HTC
261
Haverford Trust Company
Pennsylvania
$437K +$83.9K +1,045 +23%
WAP
262
Wealthcare Advisory Partners
Pennsylvania
$435K +$71.9K +896 +19%
FFN
263
Focus Financial Network
Minnesota
$434K +$53.1K +661 +14%
CIBC World Market
264
CIBC World Market
Ontario, Canada
$425K -$46.7K -582 -10%
BFM
265
Boston Financial Management
Massachusetts
$420K +$430K +5,360 New
FRA
266
Frank Rimerman Advisors
California
$420K
KFP
267
KB Financial Partners
New Jersey
$419K +$48.4K +603 +13%
PMFA
268
Plante Moran Financial Advisors
Michigan
$419K +$90.4K +1,126 +27%
CB
269
Community Bank
New York
$417K
Citigroup
270
Citigroup
New York
$417K +$2.01K +25 +0.5%
FDCDDQ
271
Federation des caisses Desjardins du Quebec
Quebec, Canada
$404K -$2.41K -30 -0.6%
CCG
272
Capital CS Group
California
$402K -$4.98K -62 -1%
EFL
273
ERn Financial LLC
Wisconsin
$399K +$5.7K +71 +1%
Financial Engines Advisors
274
Financial Engines Advisors
California
$398K +$409K +5,090 New
CRWM
275
Castle Rock Wealth Management
California
$396K +$61.4K +765 +19%

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.