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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
LWA
276
Lowe Wealth Advisors
Maryland
$88K +$82K +1,200 New
AWM
277
AllSquare Wealth Management
New York
$86K -$23.6K -345 -23%
GWM
278
Geneos Wealth Management
Colorado
$85K +$199K +2,921 +291%
CCM
279
Cribstone Capital Management
Maine
$80K +$71.5K +1,047 +1,975%
DWMG
280
DB Wealth Management Group
California
$69K +$64.9K +950 New
VFA
281
Valeo Financial Advisors
Indiana
$64K +$3.21K +47 +6%
Bank of Montreal
282
Bank of Montreal
Ontario, Canada
$56K +$50.9K +746 New
NFG
283
Next Financial Group
Texas
$55K -$273 -4 -0.5%
AIP
284
Ameritas Investment Partners
Nebraska
$55K
RFA
285
Reilly Financial Advisors
California
$54K
PCFFS
286
Pacific Center for Financial Services
California
$49K
DWP
287
Destiny Wealth Partners
Florida
$48K +$45.2K +662 New
CFD
288
Creative Financial Designs
Indiana
$47K -$106K -1,554 -71%
GIA
289
Goodwin Investment Advisory
Georgia
$47K +$43.3K +634 New
EIP
290
Ellis Investment Partners
Pennsylvania
$45K +$137 +2 +0.3%
FCH
291
Freestone Capital Holdings
Washington
$42.7K
FP
292
Fiduciary Planning
Florida
$41K +$341 +5 +0.9%
MA
293
MCF Advisors
Kentucky
$36K +$273 +4 +0.8%
FCA
294
FinTrust Capital Advisors
South Carolina
$34K
RIM
295
Rockbridge Investment Management
New York
$32K
NSIM
296
North Star Investment Management
Illinois
$31K +$205 +3 +0.7%
IWP
297
IAG Wealth Partners
Wisconsin
$30K
RA
298
Reby Advisors
Connecticut
$29K +$27.3K +400 New
IHWM
299
Iron Horse Wealth Management
Iowa
$25K +$23.1K +338 New
FPW
300
Flagship Private Wealth
Massachusetts
$24.3K +$22.6K +331 New

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.