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iShares ESG Aware MSCI EAFE ETF
ESGD

496 hedge funds and large institutions have $5.99B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 270 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

494% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 17

409% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 53

19% more funds holding

Funds holding: 417 → 496 (+79)

14% more capital invested

Capital invested by funds: $5.28B → $5.99B (+$715M)

0.86% more ownership

Funds ownership: 78% → 78.86% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
496
Holders Change
+79
Holders Change %
+18.94%
% of All Funds
7.63%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
101
Increased
270
Reduced
53
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$88.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$45.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$39.1M
4
PCA
Personal Capital Advisors
California
+$36.5M
5
Morgan Stanley
Morgan Stanley
New York
+$35.8M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$16.8M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$12.3M
3
FTUS
Flow Traders U.S.
New York
-$10.4M
4
Jane Street
Jane Street
New York
-$7.59M
5
CFG
Citizens Financial Group
Rhode Island
-$7.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
351
Warren Street Wealth Advisors
California
$316K +$316K +3,975 New
SP
352
Symmetry Partners
Connecticut
$314K +$314K +3,947 New
SEA
353
Stegent Equity Advisors
Texas
$307K +$308K +3,870 New
BAAM
354
Baker Avenue Asset Management
California
$304K +$10.3K +129 +3%
PFA
355
Pathway Financial Advisors
Vermont
$303K +$316K +3,967 New
CFD
356
Creative Financial Designs
Indiana
$301K -$69.6K -874 -19%
VWM
357
Venturi Wealth Management
Texas
$293K +$54.7K +687 +23%
EWS
358
Evergreen Wealth Solutions
Pennsylvania
$293K +$294K +3,689 New
NL
359
NEPC LLC
Massachusetts
$291K +$243K +3,047 +495%
MFA
360
Morling Financial Advisors
California
$291K +$292K +3,664 New
MYIA
361
Mount Yale Investment Advisors
Colorado
$289K +$290K +3,637 New
PCG
362
Private Capital Group
Connecticut
$288K – – –
Millennium Management
363
Millennium Management
New York
$288K +$289K +3,629 New
BFA
364
Bragg Financial Advisors
North Carolina
$287K – – –
IA
365
IFP Advisors
Florida
$287K +$30K +377 +12%
EWA
366
EverSource Wealth Advisors
Alabama
$286K +$287K +3,599 New
BO
367
BRR OpCo
Ohio
$283K +$283K +3,559 New
WFA
368
Wade Financial Advisory
California
$282K – – –
SOAG
369
Silver Oak Advisory Group
Oregon
$277K +$278K +3,486 New
PCA
370
Pallas Capital Advisors
Massachusetts
$268K +$276K +3,470 New
PGA
371
Portland Global Advisors
Maine
$267K – – –
SIM
372
Seaview Investment Managers
Florida
$263K -$1.31M -16,492 -83%
PIA
373
Perennial Investment Advisors
California
$262K -$21.8K -274 -8%
SPL
374
Smart Portfolios LLC
Washington
$261K +$7.33K +92 +3%
FCH
375
Freestone Capital Holdings
Washington
$260K +$261K +3,273 New
13 14
15
16 17

ESGD Hedge Fund Activity: Q4 2021 in Review

496 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2021, worth a combined $5.99B — up 14% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ESGD positions and 17 closed out — a net gain of 84 holders — while 270 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $88.3M. The largest seller was Macquarie Group, cutting an estimated $16.8M.

  • 496 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2021, up from 417 in Q3 2021.
  • Funds reported $5.99B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 101 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2021 and 17 closed out, a net change of +84 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2021 was Bank of America, an estimated $88.3M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2021 was Macquarie Group, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2021.