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iShares ESG Aware MSCI EAFE ETF

607 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

79% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 156

4% more funds holding

Funds holding: 586607 (+21)

2.41% more ownership

Funds ownership: 79.44%81.85% (+2.4%)

5% less capital invested

Capital invested by funds: $6.95B → $6.58B (-$366M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
607
Holders Change
+21
Holders Change %
+3.58%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
351
Kelman-Lazarov Inc
Tennessee
$416K +$8.99K +113 +2%
CTA
352
Chesley Taft & Associates
Illinois
$415K
SDJVC
353
St. Denis J. Villere & Co
Louisiana
$411K
AFG
354
ABLE Financial Group
Arizona
$410K +$27.8K +350 +7%
FRA
355
Frank Rimerman Advisors
California
$408K
CA
356
Capital Advantage
California
$405K +$424K +5,325 New
SFA
357
Sequoia Financial Advisors
Ohio
$404K +$955 +12 +0.2%
LAMNM
358
Longview Asset Management (New Mexico)
New Mexico
$403K +$422K +5,298 New
GWA
359
GGM Wealth Advisors
Maryland
$397K +$1.51K +19 +0.4%
CAG
360
Crestwood Advisors Group
Massachusetts
$397K
CB
361
Community Bank
New York
$396K
AP
362
Appleton Partners
Massachusetts
$394K
First Trust Advisors
363
First Trust Advisors
Illinois
$394K +$411K +5,168 New
BIA
364
Bigelow Investment Advisors
Maine
$392K -$71.4K -898 -15%
AWM
365
Apollon Wealth Management
South Carolina
$387K +$29.4K +370 +8%
UCFA
366
United Capital Financial Advisors
Texas
$386K +$3.34K +42 +0.8%
AP
367
Adero Partners
California
$376K
NEPWA
368
New England Private Wealth Advisors
Massachusetts
$372K +$5.09K +64 +1%
JF
369
JSF Financial
California
$372K -$21.6K -271 -5%
MIA
370
Milestone Investment Advisors
Wisconsin
$372K +$80 +1 +0%
ML
371
McAdam LLC
Pennsylvania
$369K +$64K +804 +20%
T
372
TrueFG
Texas
$367K +$23.2K +292 +6%
MNA
373
Manning & Napier Advisors
New York
$367K +$44.8K +563 +13%
SEIA
374
Signature Estate & Investment Advisors
California
$357K +$11.3K +142 +3%
DI
375
DDFG Inc
California
$354K -$20.2K -254 -5%

ESGD Hedge Fund Activity: Q4 2024 in Review

607 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2024, worth a combined $6.58B — down 5.3% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ESGD positions and 38 closed out — a net gain of 35 holders — while 280 added to existing stakes and 156 trimmed.

The largest buyer was Northern Trust, adding an estimated $77.4M. The largest seller was Fifth Third Bancorp, cutting an estimated $33.5M.

  • 607 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 73 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2024 was Northern Trust, an estimated $77.4M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2024 was Fifth Third Bancorp, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2024.