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iShares ESG Aware MSCI EAFE ETF

382 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 46

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

21% more capital invested

Capital invested by funds: $3.84B → $4.64B (+$798M)

4% more funds holding

Funds holding: 369382 (+13)

1.82% more ownership

Funds ownership: 76.08%77.9% (+1.8%)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
40
Increased
244
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
276
Appleton Partners
Massachusetts
$303K +$14.3K +180 +5%
BBNA
277
Bremer Bank National Association
Minnesota
$300K +$302K +3,793 New
PA
278
Parallel Advisors
California
$299K +$23.5K +295 +8%
TCOV
279
Trust Company of Vermont
Vermont
$296K
WIA
280
World Investment Advisors
California
$295K +$25.3K +318 +9%
CFG
281
Cooper Financial Group
California
$294K +$557 +7 +0.2%
AC
282
AlphaCore Capital
California
$294K +$6.53K +82 +2%
MA
283
Mutual Advisors
Nebraska
$293K +$295K +3,710 New
BRWA
284
B. Riley Wealth Advisors
Florida
$291K +$27.5K +345 +10%
FG
285
Foster Group
Iowa
$291K +$48.9K +614 +20%
TFS
286
TrustCore Financial Services
Tennessee
$291K +$72.2K +907 +33%
SEIA
287
Signature Estate & Investment Advisors
California
$289K -$97.7K -1,228 -25%
BFA
288
Bragg Financial Advisors
North Carolina
$289K +$9.95K +125 +4%
BSB
289
Bangor Savings Bank
Maine
$288K +$20.1K +253 +7%
SB
290
Strategic Blueprint
Georgia
$288K +$291K +3,650 New
UAS
291
United Asset Strategies
New York
$287K -$21.8K -274 -7%
PFA
292
Pure Financial Advisors
California
$287K +$66.5K +836 +30%
PCMC
293
Private Capital Management (Colorado)
Colorado
$284K +$318 +4 +0.1%
CT
294
Columbia Trust
Oregon
$281K -$62.5K -785 -18%
PIA
295
Perennial Investment Advisors
California
$273K +$4.78K +60 +2%
CFD
296
Creative Financial Designs
Indiana
$272K +$90.5K +1,137 +49%
CPO
297
Cerity Partners OCIO
New York
$266K +$17.2K +216 +7%
RMCM
298
Reynders McVeigh Capital Management
Massachusetts
$264K
CW
299
CreativeOne Wealth
Kansas
$262K +$263K +3,310 New
PGA
300
Portland Global Advisors
Maine
$259K

ESGD Hedge Fund Activity: Q2 2021 in Review

382 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2021, worth a combined $4.64B — up 21% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESGD positions and 21 closed out — a net gain of 19 holders — while 244 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Creative Planning, cutting an estimated $4.02M.

  • 382 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2021, up from 369 in Q1 2021.
  • Funds reported $4.64B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2021 and 21 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2021 was Bank of America, an estimated $132M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2021 was Creative Planning, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2021.