iShares ESG Aware MSCI EAFE ETF
ESGD
545 hedge funds and large institutions have $5.69B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 227 increasing their positions, 180 reducing their positions, and 33 closing their positions.
42% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 33
26% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 180
11% more funds holding in top 10
Funds holding in top 10: 18 → 20 (+2)
3% more capital invested
Capital invested by funds: $5.52B → $5.69B (+$168M)
0.67% more ownership
Funds ownership: 82.38% → 83.05% (+0.67%)
0% more funds holding
Funds holding: 545 → 545 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$177M |
| 2 |
JP Morgan Chase
New York
|
+$27M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.1M |
| 4 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$19.2M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$163M |
| 2 |
Jane Street
New York
|
-$94.8M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$21.7M |
| 4 |
Goldman Sachs
New York
|
-$21M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$17.2M |
ESGD Hedge Fund Activity: Q1 2023 in Review
545 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2023, worth a combined $5.69B — up 3% from $5.52B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new ESGD positions and 33 closed out — a net gain of 14 holders — while 227 added to existing stakes and 180 trimmed.
The largest buyer was Summit Wealth Group, adding an estimated $177M. The largest seller was Bank of America, cutting an estimated $163M.
- 545 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $5.69B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2023, up 3% quarter-over-quarter.
- 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2023 and 33 closed out, a net change of +14 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $177M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2023 was Bank of America, an estimated $163M sold.
Based on aggregated 13F filings for Q1 2023.