iShares ESG Aware MSCI EAFE ETF
ESGD
369 hedge funds and large institutions have $3.84B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 211 increasing their positions, 42 reducing their positions, and 14 closing their positions.
402% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 42
379% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 14
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
26% more capital invested
Capital invested by funds: $3.06B → $3.84B (+$782M)
15% more funds holding
Funds holding: 321 → 369 (+48)
0.63% less ownership
Funds ownership: 76.71% → 76.08% (-0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$155M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$65.4M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$42.1M |
| 4 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$34.3M |
| 5 |
Betterment LLC
New York
|
+$33.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KeyBank National Association
Cleveland,
Ohio
|
-$17.8M |
| 2 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$6.02M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.12M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.96M |
| 5 |
GCA
Greenwood Capital Associates
Greenwood,
South Carolina
|
-$1.23M |
ESGD Hedge Fund Activity: Q1 2021 in Review
369 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2021, worth a combined $3.84B — up 26% from $3.06B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new ESGD positions and 14 closed out — a net gain of 53 holders — while 211 added to existing stakes and 42 trimmed.
The largest buyer was Bank of America, adding an estimated $155M. The largest seller was KeyBank National Association, cutting an estimated $17.8M.
- 369 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2021, up from 321 in Q4 2020.
- Funds reported $3.84B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2021, up 26% quarter-over-quarter.
- 67 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2021 and 14 closed out, a net change of +53 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2021 was Bank of America, an estimated $155M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2021 was KeyBank National Association, an estimated $17.8M sold.
Based on aggregated 13F filings for Q1 2021.