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iShares ESG Aware MSCI EAFE ETF

417 hedge funds and large institutions have $5.28B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 250 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

355% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 55

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

14% more capital invested

Capital invested by funds: $4.64B → $5.28B (+$638M)

9% more funds holding

Funds holding: 382417 (+35)

0.1% more ownership

Funds ownership: 77.9%78% (+0.1%)

Holders
417
Holders Change
+35
Holders Change %
+9.16%
% of All Funds
7.3%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
47
Increased
250
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
301
Bartlett & Co Wealth Management
Ohio
$319K +$326K +4,064 New
CPO
302
Cerity Partners OCIO
New York
$314K +$51.3K +639 +19%
PFM
303
Peak Financial Management
Massachusetts
$310K
AWA
304
Aaron Wealth Advisors
Illinois
$307K
BBNA
305
Bremer Bank National Association
Minnesota
$304K +$7.14K +89 +2%
FG
306
Foster Group
Iowa
$299K +$10.9K +136 +4%
VWA
307
VERITY Wealth Advisors
United States
$298K +$306K +3,807 New
BAM
308
Baldrige Asset Management
Pennsylvania
$293K +$114K +1,418 +61%
BSB
309
Bangor Savings Bank
Maine
$292K +$6.9K +86 +2%
AAS
310
Avantax Advisory Services
Texas
$291K +$298K +3,710 New
SEIA
311
Signature Estate & Investment Advisors
California
$290K +$2.97K +37 +1%
BAAM
312
Baker Avenue Asset Management
California
$290K +$40.2K +501 +16%
BFA
313
Bragg Financial Advisors
North Carolina
$287K
HWMA
314
Heritage Wealth Management (Arizona)
Arizona
$286K +$43.2K +538 +17%
PCG
315
Private Capital Group
Connecticut
$283K +$27.6K +344 +11%
PIA
316
Perennial Investment Advisors
California
$281K +$9.39K +117 +3%
WFA
317
Wade Financial Advisory
California
$278K +$285K +3,545 New
PGA
318
Portland Global Advisors
Maine
$263K +$6.42K +80 +2%
IA
319
IFP Advisors
Florida
$252K +$34.7K +432 +16%
SPL
320
Smart Portfolios LLC
Washington
$250K +$256K +3,188 New
CA
321
Cetera Advisors
Colorado
$248K +$17K +212 +7%
MGIA
322
Moneta Group Investment Advisors
Missouri
$246K +$1.12K +14 +0.4%
T
323
TrueFG
Texas
$246K +$244K +3,042 New
KWM
324
Kingsview Wealth Management
Oregon
$239K +$12.8K +160 +6%
GVAG
325
Great Valley Advisor Group
Delaware
$237K +$241 +3 +0.1%

ESGD Hedge Fund Activity: Q3 2021 in Review

417 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2021, worth a combined $5.28B — up 14% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 9 closed out — a net gain of 38 holders — while 250 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $131M. The largest seller was Jane Street, cutting an estimated $35.3M.

  • 417 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2021, up from 382 in Q2 2021.
  • Funds reported $5.28B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2021 and 9 closed out, a net change of +38 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2021 was Bank of America, an estimated $131M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2021 was Jane Street, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2021.