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iShares ESG Aware MSCI EAFE ETF

483 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 243 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 129

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

3.97% more ownership

Funds ownership: 78.86%82.83% (+4%)

1% more capital invested

Capital invested by funds: $5.99B → $6.05B (+$58.6M)

3% less funds holding

Funds holding: 496483 (-13)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

Holders
483
Holders Change
-13
Holders Change %
-2.62%
% of All Funds
7.62%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
243
Reduced
129
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
251
Cobblestone Capital Advisors
New York
$615K +$53.6K +712 +9%
SIC
252
Sigma Investment Counselors
Michigan
$613K
BCWM
253
Bartlett & Co Wealth Management
Ohio
$608K +$248K +3,289 +66%
BC
254
Bartlett & Co
Ohio
$608K +$248K +3,289 +66%
WA
255
Wealth Alliance
New York
$601K -$237K -3,143 -28%
EFL
256
ERn Financial LLC
Wisconsin
$600K +$129K +1,713 +27%
CPP
257
Capasso Planning Partners
South Carolina
$597K +$57.2K +759 +10%
WWM
258
WT Wealth Management
Arizona
$593K +$31.1K +413 +5%
LWMG
259
Levy Wealth Management Group
Pennsylvania
$590K +$131K +1,745 +28%
SWP
260
Stratos Wealth Partners
Ohio
$583K +$10.8K +144 +2%
MMA
261
Miracle Mile Advisors
California
$576K +$589K +7,818 New
BMD
262
Better Money Decisions
New Mexico
$575K -$53.1K -705 -8%
GWA
263
GGM Wealth Advisors
Maryland
$573K
WDG
264
Wealth Dimensions Group
Ohio
$570K
PA
265
Planning Alternatives
Michigan
$569K +$61.5K +816 +12%
OPS
266
Orion Portfolio Solutions
Nebraska
$565K -$421K -5,595 -42%
CWM
267
Congress Wealth Management
Massachusetts
$565K +$33.6K +446 +6%
JFGLC
268
Johnson Financial Group LLC (Colorado)
Colorado
$555K
IFAM
269
Institutional & Family Asset Management
Colorado
$547K -$28.5K -379 -5%
LFA
270
Level Financial Advisors
New York
$546K
MNG
271
Manning & Napier Group
New York
$544K
AP
272
Appleton Partners
Massachusetts
$540K +$6.03K +80 +1%
WFA
273
Wipfli Financial Advisors
Wisconsin
$537K +$549K +7,285 New
WAP
274
Wealthcare Advisory Partners
Pennsylvania
$535K -$226 -3 -0%
Fidelity Investments
275
Fidelity Investments
Massachusetts
$534K -$29.6K -393 -5%

ESGD Hedge Fund Activity: Q1 2022 in Review

483 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2022, worth a combined $6.05B — up 0.98% from $5.99B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of ESGD and 48 opened new positions — a net loss of 8 holders — while 129 trimmed existing stakes and 243 added.

The largest buyer was Jane Street, adding an estimated $256M. The largest seller was Envestnet Asset Management, cutting an estimated $87.7M.

  • 483 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $6.05B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2022, up 0.98% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2022 and 56 closed out, a net change of -8 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2022 was Jane Street, an estimated $256M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2022.