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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
PC
326
Pecaut & Co
Iowa
$152K +$153K +1,921 New
FCA
327
FinTrust Capital Advisors
South Carolina
$136K
SIAP
328
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$119K
HGWM
329
Harvest Group Wealth Management
Massachusetts
$103K
NSIM
330
North Star Investment Management
Illinois
$97K +$64.6K +811 +194%
CCM
331
Cribstone Capital Management
Maine
$96K
LWA
332
Lowe Wealth Advisors
Maryland
$95K
AWM
333
AllSquare Wealth Management
New York
$93K
GWM
334
Geneos Wealth Management
Colorado
$91K -$202K -2,538 -69%
NFG
335
Next Financial Group
Texas
$81K +$14.7K +185 +22%
BA
336
Bellwether Advisors
Nebraska
$77K +$58.4K +734 +300%
DWMG
337
DB Wealth Management Group
California
$75K
MA
338
MCF Advisors
Kentucky
$70K +$955 +12 +1%
BCM
339
Bourgeon Capital Management
Connecticut
$70K +$17.3K +217 +32%
Fidelity Investments
340
Fidelity Investments
Massachusetts
$62K +$43.9K +552 +237%
CTC
341
Central Trust Company
Missouri
$61K +$61K +767 New
MA
342
MUFG Americas
New York
$61K +$61.7K +775 New
AIP
343
Ameritas Investment Partners
Nebraska
$60K
S
344
SignatureFD
Georgia
$60K +$21.3K +268 +54%
RFA
345
Reilly Financial Advisors
California
$58K
SFPG
346
Stonebridge Financial Planning Group
Florida
$54K
PCFFS
347
Pacific Center for Financial Services
California
$53K
AA
348
Ancora Advisors
Ohio
$53K +$25.7K +323 +93%
MFA
349
McClarren Financial Advisors
Pennsylvania
$53K +$41.2K +518 +314%
EIP
350
Ellis Investment Partners
Pennsylvania
$47K -$637 -8 -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.