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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
AF
351
Allworth Financial
California
$186K +$190K +2,368 New
ACA
352
Aptus Capital Advisors
Alabama
$166K -$4.09K -51 -2%
SWM
353
Sugarloaf Wealth Management
Georgia
$165K
PC
354
Pecaut & Co
Iowa
$164K +$13.9K +173 +9%
AC
355
Arjuna Capital
North Carolina
$148K -$63.3K -788 -29%
FCA
356
FinTrust Capital Advisors
South Carolina
$135K
FA
357
Flagstar Advisors
New York
$129K +$132K +1,645 New
CTC
358
Central Trust Company
Missouri
$119K +$60.7K +756 +99%
SIAP
359
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$118K
HGWM
360
Harvest Group Wealth Management
Massachusetts
$102K
CCM
361
Cribstone Capital Management
Maine
$95K +$161 +2 +0.2%
LWA
362
Lowe Wealth Advisors
Maryland
$94K
GWM
363
Geneos Wealth Management
Colorado
$93K +$3.13K +39 +3%
MA
364
MUFG Americas
New York
$87K +$26.9K +335 +43%
AWM
365
AllSquare Wealth Management
New York
$86K -$6.98K -87 -7%
NFG
366
Next Financial Group
Texas
$79K -$1.04K -13 -1%
BA
367
Bellwether Advisors
Nebraska
$76K
DWMG
368
DB Wealth Management Group
California
$74K
BCM
369
Bourgeon Capital Management
Connecticut
$71K +$1.04K +13 +1%
MA
370
MCF Advisors
Kentucky
$69K
Fidelity Investments
371
Fidelity Investments
Massachusetts
$65K +$3.85K +48 +6%
AA
372
Ancora Advisors
Ohio
$61K +$8.51K +106 +16%
S
373
SignatureFD
Georgia
$60K
AIP
374
Ameritas Investment Partners
Nebraska
$59K
BCPWM
375
Bradley & Co Private Wealth Management
Florida
$59K +$13.4K +167 +29%

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.