We are live on ! Find out more
ESGD icon

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
Pathstone Holdings
276
Pathstone Holdings
New Jersey
$717K -$10.9K -137 -1%
OIA
277
OneDigital Investment Advisors
Kansas
$713K +$8.75K +110 +1%
DE
278
Diversified Enterprises
Delaware
$711K -$454K -5,700 -38%
HB
279
HTLF Bank
Colorado
$708K
CAM
280
Clarity Asset Management
Iowa
$699K -$7.4K -93 -1%
LFA
281
Level Financial Advisors
New York
$690K
BFA
282
Bragg Financial Advisors
North Carolina
$688K -$66K -829 -8%
BHIA
283
Birch Hill Investment Advisors
Massachusetts
$683K +$40.2K +505 +6%
MCCA
284
Mill Creek Capital Advisors
Pennsylvania
$680K -$6.52K -82 -0.9%
KWA
285
Kingswood Wealth Advisors
California
$679K +$31.9K +401 +5%
BIA
286
Bell Investment Advisors
California
$678K +$40.2K +505 +6%
AAM
287
Ameraudi Asset Management
New York
$677K
OGF
288
Orin Green Financial
California
$669K -$700K -8,793 Closed
PP
289
PDS Planning
Ohio
$665K +$16.9K +212 +2%
EH
290
Equitable Holdings
New York
$652K +$177K +2,225 +35%
SG
291
Sharper & Granite
California
$652K -$19.5K -245 -3%
WSWA
292
Warren Street Wealth Advisors
California
$652K +$75.2K +945 +12%
SW
293
SVB Wealth
Massachusetts
$646K +$675K +8,486 New
WWM
294
Western Wealth Management
Colorado
$637K -$20.4K -257 -3%
HSWS
295
Higgins & Schmidt Wealth Strategies
Colorado
$637K +$666K +8,366 New
PFM
296
Peak Financial Management
Massachusetts
$636K -$62.5K -786 -9%
Massachusetts Financial Services
297
Massachusetts Financial Services
Massachusetts
$633K -$250K -3,144 -27%
CPP
298
Capasso Planning Partners
South Carolina
$621K -$8.91K -112 -1%
JWM
299
JFG Wealth Management
Colorado
$615K
EFN
300
Equita Financial Network
Pennsylvania
$614K -$875 -11 -0.1%

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.