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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
CFGA
251
Cambridge Financial Group (Arizona)
Arizona
$887K -$32.7K -411 -3%
AFG
252
Atomi Financial Group
New York
$885K -$169K -2,124 -15%
HAG
253
HF Advisory Group
Maryland
$883K +$104K +1,312 +13%
SDWMA
254
Schneider Downs Wealth Management Advisors
Pennsylvania
$876K +$84.1K +1,057 +10%
Kovitz Investment Group Partners
255
Kovitz Investment Group Partners
Illinois
$875K -$473K -5,951 -34%
SFPM
256
Sensible Financial Planning & Management
Massachusetts
$867K +$347K +4,359 +62%
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$862K +$131K +1,643 +17%
PIA
258
Perennial Investment Advisors
California
$860K +$82.9K +1,042 +10%
JPG
259
Jordan Park Group
California
$835K +$3.5K +44 +0.4%
Deutsche Bank
260
Deutsche Bank
Germany
$816K -$23.9K -300 -3%
PPW
261
Presilium Private Wealth
Pennsylvania
$813K +$115K +1,446 +16%
SA
262
Sanctuary Advisors
Indiana
$809K -$24.1K -303 -3%
QCG
263
Quadrant Capital Group
Ohio
$808K
RPSA
264
Richard P. Slaughter Associates
Texas
$800K +$65.6K +825 +9%
1SB
265
1ST Source Bank
Indiana
$793K +$49.2K +618 +6%
BJL
266
Brighton Jones LLC
Washington
$787K +$99.4K +1,249 +14%
Acadian Asset Management
267
Acadian Asset Management
Massachusetts
$787K -$1.52M -19,148 -65%
MCCP
268
Mission Creek Capital Partners
California
$785K -$29K -365 -3%
EFL
269
ERn Financial LLC
Wisconsin
$774K +$49.6K +623 +7%
VFA
270
Valeo Financial Advisors
Indiana
$771K
SIC
271
Sigma Investment Counselors
Michigan
$771K
WT
272
Whittier Trust
California
$759K -$216K -2,710 -21%
TC
273
TownSquare Capital
Utah
$757K +$88.2K +1,109 +13%
SP
274
Symmetry Partners
Connecticut
$732K +$189K +2,373 +33%
FPAS
275
Focus Partners Advisor Solutions
Missouri
$727K -$3.18K -40 -0.4%

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.