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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
CT
326
Columbia Trust
Oregon
$236K -$44.2K -550 -15%
1SB
327
1ST Source Bank
Indiana
$235K +$12.6K +157 +6%
VWM
328
Venturi Wealth Management
Texas
$235K +$241K +3,002 New
AC
329
AlphaCore Capital
California
$230K -$63K -785 -21%
NAG
330
Northstar Advisory Group
New Jersey
$227K +$232K +2,896 New
SPAS
331
Spectrum Planning & Advisory Services
California
$227K +$232K +2,896 New
MFW
332
Meristem Family Wealth
Minnesota
$224K +$230K +2,864 New
CAM
333
Cresset Asset Management
Illinois
$223K -$24.4K -304 -10%
TF
334
TimeScale Financial
Massachusetts
$219K +$67.7K +843 +43%
CPFP
335
Clear Perspectives Financial Planning
Ohio
$217K
UAS
336
United Asset Strategies
New York
$216K -$70.2K -875 -24%
KPW
337
Kore Private Wealth
New York
$216K +$221K +2,758 New
FA
338
Forefront Analytics
Pennsylvania
$213K
BBA
339
BLB&B Advisors
Pennsylvania
$212K -$42.5K -530 -16%
WS
340
Wedbush Securities
California
$212K +$217K +2,705 New
TI
341
tru Independence
Oregon
$212K +$218K +2,718 New
TCA
342
Transcend Capital Advisors
New Jersey
$206K +$204K +2,547 New
WC
343
Weil Company
California
$204K -$22.5K -280 -10%
FCI
344
Financial Counselors Inc
Kansas
$204K
P
345
Palladiem
Pennsylvania
$204K +$209K +2,604 New
B
346
Bailard
California
$203K -$321K -4,000 -61%
BIA
347
Bell Investment Advisors
California
$202K +$207K +2,578 New
APA
348
American Portfolios Advisors
New York
$192K +$6.18K +77 +3%
WTC
349
WhitTier Trust Company
Nevada
$189K
NSIM
350
North Star Investment Management
Illinois
$189K +$94.6K +1,178 +96%

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.