We are live on ! Find out more
ESGD icon

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
PCG
301
Private Capital Group
Connecticut
$259K +$63.9K +803 +33%
BBA
302
BLB&B Advisors
Pennsylvania
$256K +$12.8K +161 +5%
BAAM
303
Baker Avenue Asset Management
California
$252K -$14.4K -181 -5%
CAM
304
Cresset Asset Management
Illinois
$249K
MGIA
305
Moneta Group Investment Advisors
Missouri
$247K +$159 +2 +0.1%
HWMA
306
Heritage Wealth Management (Arizona)
Arizona
$246K +$67.3K +846 +37%
CA
307
Cetera Advisors
Colorado
$233K +$235K +2,947 New
GVAG
308
Great Valley Advisor Group
Delaware
$230K
KWM
309
Kingsview Wealth Management
Oregon
$229K +$5.01K +63 +2%
VNA
310
Valley National Advisers
Pennsylvania
$228K +$5.57K +70 +2%
WC
311
Weil Company
California
$228K +$230K +2,885 New
1SB
312
1ST Source Bank
Indiana
$224K +$10.5K +132 +5%
IA
313
IFP Advisors
Florida
$221K -$3.42K -43 -2%
CPFP
314
Clear Perspectives Financial Planning
Ohio
$219K +$66.5K +836 +43%
FA
315
Forefront Analytics
Pennsylvania
$216K +$2.71K +34 +1%
AC
316
Arjuna Capital
North Carolina
$212K -$12.1K -152 -5%
FCI
317
Financial Counselors Inc
Kansas
$206K +$207K +2,605 New
TSS
318
Two Sigma Securities
New York
$204K +$206K +2,582 New
WTC
319
WhitTier Trust Company
Nevada
$190K
APA
320
American Portfolios Advisors
New York
$188K -$23.4K -294 -11%
BAM
321
Baldrige Asset Management
Pennsylvania
$183K +$184K +2,316 New
ACA
322
Aptus Capital Advisors
Alabama
$171K +$27.9K +350 +19%
SWM
323
Sugarloaf Wealth Management
Georgia
$166K +$109K +1,368 +186%
GIA
324
Goodwin Investment Advisory
Georgia
$157K +$54.3K +682 +53%
TF
325
TimeScale Financial
Massachusetts
$154K +$1.99K +25 +1%

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.