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iShares ESG Aware MSCI EAFE ETF

607 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

79% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 156

4% more funds holding

Funds holding: 586607 (+21)

2.41% more ownership

Funds ownership: 79.44%81.85% (+2.4%)

5% less capital invested

Capital invested by funds: $6.95B → $6.58B (-$366M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
607
Holders Change
+21
Holders Change %
+3.58%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAI
326
Pittenger & Anderson Inc
Nebraska
$509K +$4.77K +60 +0.9%
AA
327
Aufman Associates
Pennsylvania
$508K +$7K +88 +1%
AA
328
Addison Advisors
Vermont
$505K
FFG
329
Frisch Financial Group
New York
$504K -$93.3K -1,172 -15%
MBFW
330
Morton Brown Family Wealth
Pennsylvania
$502K -$32.9K -414 -6%
MAA
331
Matrix Asset Advisors
New York
$500K +$183K +2,304 +54%
BWL
332
Bogart Wealth LLC
Virginia
$498K -$171K -2,151 -25%
FWP
333
Falcon Wealth Planning
California
$496K -$18.3K -230 -3%
FC
334
Fulcrum Capital
Washington
$494K
BB
335
Bell Bank
North Dakota
$491K -$1.35K -17 -0.3%
SFG
336
Sage Financial Group
Pennsylvania
$488K +$9.47K +119 +2%
FF
337
Farrell Financial
New York
$487K +$6.68K +84 +1%
GDP
338
Great Diamond Partners
Maine
$486K +$18.2K +229 +4%
CIBC Asset Management
339
CIBC Asset Management
Ontario, Canada
$475K
NBWM
340
North Berkeley Wealth Management
California
$475K +$496K +6,233 New
CAG
341
Curtis Advisory Group
California
$464K -$54.1K -680 -10%
IA
342
IFP Advisors
Florida
$454K -$159 -2 -0%
Citadel Advisors
343
Citadel Advisors
Florida
$451K +$219K +2,751 +87%
PWM
344
Paulson Wealth Management
Illinois
$450K +$12.8K +161 +3%
ITB
345
Idaho Trust Bank
Idaho
$449K
WC
346
Weil Company
California
$447K +$58.8K +739 +14%
AA
347
Advisory Alpha
Michigan
$436K +$2.15K +27 +0.5%
BP
348
Ballentine Partners
Massachusetts
$428K
OBWG
349
Onyx Bridge Wealth Group
New York
$426K -$2.71K -34 -0.6%
BFP
350
Beacon Financial Planning
Massachusetts
$419K +$5.81K +73 +1%

ESGD Hedge Fund Activity: Q4 2024 in Review

607 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2024, worth a combined $6.58B — down 5.3% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ESGD positions and 38 closed out — a net gain of 35 holders — while 280 added to existing stakes and 156 trimmed.

The largest buyer was Northern Trust, adding an estimated $77.4M. The largest seller was Fifth Third Bancorp, cutting an estimated $33.5M.

  • 607 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 73 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2024 was Northern Trust, an estimated $77.4M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2024 was Fifth Third Bancorp, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2024.