iShares ESG Aware MSCI EAFE ETF
ESGD
553 hedge funds and large institutions have $5.7B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 223 increasing their positions, 188 reducing their positions, and 33 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 188
0.47% less ownership
Funds ownership: 81.95% → 81.48% (-0.47%)
3% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 33
1% less funds holding
Funds holding: 561 → 553 (-8)
5% less funds holding in top 10
Funds holding in top 10: 19 → 18 (-1)
7% less capital invested
Capital invested by funds: $6.12B → $5.7B (-$421M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$16.5M |
| 2 |
Bank of New York Mellon
New York
|
+$14.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.1M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$9.3M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$9.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$110M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$64.5M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$20.5M |
| 4 |
BlackRock
New York
|
-$18.9M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$10.7M |
ESGD Hedge Fund Activity: Q3 2023 in Review
553 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2023, worth a combined $5.7B — down 6.9% from $6.12B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of ESGD and 32 opened new positions — a net loss of 1 holder — while 188 trimmed existing stakes and 223 added.
The largest buyer was EP Wealth Advisors, adding an estimated $16.5M. The largest seller was Bank of America, cutting an estimated $110M.
- 553 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2023, down from 561 in Q2 2023.
- Funds reported $5.7B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2023, down 6.9% quarter-over-quarter.
- 32 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2023 and 33 closed out, a net change of -1 holder.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2023 was EP Wealth Advisors, an estimated $16.5M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2023 was Bank of America, an estimated $110M sold.
Based on aggregated 13F filings for Q3 2023.