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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
HFA
351
HC Financial Advisors
California
$304K +$310K +4,119 New
Citigroup
352
Citigroup
New York
$303K +$68.5K +910 +28%
SB
353
Strategic Blueprint
Georgia
$302K -$296K -3,930 -49%
SP
354
Symmetry Partners
Connecticut
$302K +$11K +146 +4%
CAL
355
Capital Analysts LLC
Pennsylvania
$299K -$18.4K -244 -6%
T
356
TrueFG
Texas
$298K +$74.2K +985 +32%
FPCP
357
Fort Point Capital Partners
California
$295K +$79.2K +1,052 +36%
PFA
358
Pathway Financial Advisors
Vermont
$292K
CA
359
CoreCap Advisors
Michigan
$287K -$26K -345 -8%
MAM
360
Meeder Asset Management
Ohio
$286K -$218K -2,890 -43%
WIA
361
World Investment Advisors
California
$286K -$59.7K -793 -17%
SEA
362
Stegent Equity Advisors
Texas
$286K +$151 +2 +0.1%
SWPG
363
Strategic Wealth Partners Group
Illinois
$284K +$49.2K +653 +20%
NL
364
NEPC LLC
Massachusetts
$280K +$9.64K +128 +3%
HWA
365
Heritage Wealth Advisors
Virginia
$279K +$257K +3,418 +936%
EPP
366
ETF Portfolio Partners
Kansas
$278K +$284K +3,773 New
TFCP
367
Twin Focus Capital Partners
Massachusetts
$265K +$26.4K +350 +11%
AC
368
AlphaCore Capital
California
$263K +$47.9K +636 +22%
B
369
Bailard
California
$259K +$69.9K +928 +36%
SOAG
370
Silver Oak Advisory Group
Oregon
$257K
KWM
371
Kingsview Wealth Management
Oregon
$257K +$16.6K +220 +7%
SPL
372
Smart Portfolios LLC
Washington
$252K +$10.6K +141 +4%
Bank of New York Mellon
373
Bank of New York Mellon
New York
$249K -$71.9K -955 -22%
NL
374
NWAM LLC
Washington
$244K +$250K +3,313 New
PIA
375
Perennial Investment Advisors
California
$242K

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.