We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF

483 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 243 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 129

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

3.97% more ownership

Funds ownership: 78.86%82.83% (+4%)

1% more capital invested

Capital invested by funds: $5.99B → $6.05B (+$58.6M)

3% less funds holding

Funds holding: 496483 (-13)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

Holders
483
Holders Change
-13
Holders Change %
-2.62%
% of All Funds
7.62%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
243
Reduced
129
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
326
Adero Partners
California
$385K +$393K +5,215 New
WANY
327
Wealthspire Advisors (New York)
New York
$377K -$143K -1,896 -27%
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$373K -$33.1K -440 -8%
GAM
329
Gemmer Asset Management
California
$361K +$377 +5 +0.1%
FG
330
Foster Group
Iowa
$361K +$43.2K +573 +13%
PWA
331
Physician Wealth Advisors
Utah
$345K -$30.2K -401 -8%
PP
332
PDS Planning
Ohio
$345K -$15.5K -206 -4%
PFM
333
Peak Financial Management
Massachusetts
$345K +$52.9K +702 +18%
WWM
334
Western Wealth Management
Colorado
$344K +$352K +4,669 New
AIA
335
Arbor Investment Advisors
North Carolina
$338K +$16.7K +222 +5%
FFN
336
Focus Financial Network
Minnesota
$335K +$342K +4,543 New
GIA
337
Goodwin Investment Advisory
Georgia
$334K -$346K -4,593 -50%
AWS
338
AJ Wealth Strategies
New York
$334K
MFA
339
Morling Financial Advisors
California
$334K +$65.3K +867 +24%
VWA
340
VERITY Wealth Advisors
United States
$330K
BSB
341
Bangor Savings Bank
Maine
$327K +$9.94K +132 +3%
VHAM
342
Van Hulzen Asset Management
California
$324K -$279K -3,709 -46%
MBFW
343
Morton Brown Family Wealth
Pennsylvania
$324K
1SB
344
1ST Source Bank
Indiana
$324K +$106K +1,403 +47%
CG
345
Colony Group
Massachusetts
$322K
SEIA
346
Signature Estate & Investment Advisors
California
$321K +$20.6K +274 +7%
APA
347
American Portfolios Advisors
New York
$321K +$178K +2,364 +119%
RA
348
RFG Advisory
Alabama
$313K +$4.14K +55 +1%
KFSC
349
Keystone Financial Services (Colorado)
Colorado
$308K -$299K -3,966 -46%
OWP
350
Obermeyer Wealth Partners
Colorado
$304K

ESGD Hedge Fund Activity: Q1 2022 in Review

483 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2022, worth a combined $6.05B — up 0.98% from $5.99B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of ESGD and 48 opened new positions — a net loss of 8 holders — while 129 trimmed existing stakes and 243 added.

The largest buyer was Jane Street, adding an estimated $256M. The largest seller was Envestnet Asset Management, cutting an estimated $87.7M.

  • 483 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $6.05B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2022, up 0.98% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2022 and 56 closed out, a net change of -8 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2022 was Jane Street, an estimated $256M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2022.