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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
BA
301
Bellwether Advisors
Nebraska
$17K +$16.7K +245 New
FWP
302
FAS Wealth Partners
Kansas
$15K +$341 +5 +2%
Fidelity Investments
303
Fidelity Investments
Massachusetts
$15K +$12.5K +183 +610%
MCM
304
MV Capital Management
Maryland
$13K
RWG
305
Regal Wealth Group
California
$13K
APC
306
Aspire Private Capital
North Carolina
$12K
MFA
307
McClarren Financial Advisors
Pennsylvania
$12K +$11.2K +164 New
AssetMark Inc
308
AssetMark Inc
California
$9K -$8.81K -129 -50%
BCM
309
Bourgeon Capital Management
Connecticut
$9K +$8.2K +120 New
AF
310
Advisornet Financial
Minnesota
$8K -$80.4K -1,177 -91%
D
311
Diversified
Delaware
$8K +$7.92K +116 New
ICP
312
Interchange Capital Partners
Pennsylvania
$6K +$6.28K +92 New
CWA
313
Clearview Wealth Advisors
Oregon
$5K +$4.58K +67 New
OC
314
Oakworth Capital
Alabama
$5K +$4.92K +72 New
RCA
315
Rowland Carmichael Advisors
Arizona
$4K -$5.8K -85 -64%
ME
316
McIlrath & Eck
Washington
$4K
TIM
317
Tortoise Investment Management
New York
$4K
CA
318
Clearstead Advisors
Ohio
$4K +$3.42K +50 New
FMB
319
Field & Main Bank
Kentucky
$3K +$3.07K +45 New
BWA
320
Burt Wealth Advisors
Maryland
$2K
HIA
321
Harbor Investment Advisory
Maryland
$2K +$1.3K +19 +950%
TFA
322
Toth Financial Advisory
Virginia
$1K
CWM
323
Connecticut Wealth Management
Connecticut
-$1.19M -18,686 Closed
APW
324
Austin Private Wealth
Texas
-$433K -6,823 Closed
LFASL
325
Lugano Financial Advisors SA (LFA)
Switzerland
-$382K -5,877 Closed

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.