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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
BCPWM
351
Bradley & Co Private Wealth Management
Florida
$46K
CFFP
352
Center for Financial Planning
Michigan
$46K
WP
353
WealthShield Partners
North Carolina
$45K +$3.98K +50 +10%
CT
354
Caldwell Trust
Florida
$43.1K +$43.4K +545 New
RIM
355
Rockbridge Investment Management
New York
$41K +$6.84K +86 +20%
AF
356
Advisornet Financial
Minnesota
$41K +$26.6K +334 +180%
IWP
357
IAG Wealth Partners
Wisconsin
$33K
FWP
358
FAS Wealth Partners
Kansas
$33K +$16K +201 +90%
SBL
359
Sargent Bickham Lagudis
Colorado
$32K +$955 +12 +3%
IHWM
360
Iron Horse Wealth Management
Iowa
$27K
FPW
361
Flagship Private Wealth
Massachusetts
$26.6K +$398 +5 +2%
4FG
362
4Thought Financial Group
New York
$26K -$318 -4 -1%
NL
363
NEPC LLC
Massachusetts
$25.7K +$15.4K +194 +148%
BWL
364
Bogart Wealth LLC
Virginia
$23K +$20.8K +261 +1,088%
Bessemer Group
365
Bessemer Group
New Jersey
$18K +$1.19K +15 +7%
RBA
366
Richard Bernstein Advisors
New York
$17K +$16.9K +212 New
APC
367
Aspire Private Capital
North Carolina
$15K +$1.43K +18 +11%
MCM
368
MV Capital Management
Maryland
$14K
RIA
369
RPG Investment Advisory
California
$12K
KFI
370
Key Financial Inc
Pennsylvania
$11K
HIA
371
Harbor Investment Advisory
Maryland
$11K +$9.95K +125 +595%
GFPC
372
Global Financial Private Client
Florida
$9.6K +$4.78K +60 +98%
CA
373
Clearstead Advisors
Ohio
$6K +$1.99K +25 +50%
LWM
374
Liberty Wealth Management
California
$6K +$5.81K +73 New
TIM
375
Tortoise Investment Management
New York
$5K

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.