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iShares ESG Aware MSCI EAFE ETF

382 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 46

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

21% more capital invested

Capital invested by funds: $3.84B → $4.64B (+$798M)

4% more funds holding

Funds holding: 369382 (+13)

1.82% more ownership

Funds ownership: 76.08%77.9% (+1.8%)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
40
Increased
244
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
376
McIlrath & Eck
Washington
$4K
TCWA
377
Ten Capital Wealth Advisors
Washington
$4K
NFSG
378
Newbridge Financial Services Group
Florida
$4K +$80 +1 +2%
LGWM
379
Litman Gregory Wealth Management
California
$3.44K -$3.19M -40,042 -92%
HPC
380
HM Payson & Co
Maine
$3K +$3.5K +44 New
CWA
381
Clearview Wealth Advisors
Oregon
$2K -$3.34K -42 -63%
WBC
382
West Branch Capital
Massachusetts
$2K +$1.75K +22 New
TFA
383
Toth Financial Advisory
Virginia
$1K
GEA
384
Glen Eagle Advisors
New Jersey
$395
RCS
385
Retirement Capital Strategies
California
-$1.3M -17,093 Closed
MKA
386
M. Kulyk & Associates
Georgia
-$626K -8,248 Closed
OMC
387
Old Mission Capital
Illinois
-$582K -7,664 Closed
WANY
388
Wealthspire Advisors (New York)
New York
-$340K -4,482 Closed
UCFA
389
United Capital Financial Advisors
Texas
-$263K -3,462 Closed
NL
390
NWAM LLC
Washington
-$252K -3,324 Closed
SAG
391
Spotlight Asset Group
Illinois
-$243K -3,206 Closed
TI
392
tru Independence
Oregon
-$211K -2,718 Closed
TFA
393
TPG Financial Advisors
Oregon
-$201K -2,642 Closed
WCM
394
Wealthcare Capital Management
Virginia
-$123K -1,627 Closed
AWC
395
Abundance Wealth Counselors
Pennsylvania
-$102K -1,350 Closed
VFA
396
Valeo Financial Advisors
Indiana
-$68K -902 Closed
DWP
397
Destiny Wealth Partners
Florida
-$50K -662 Closed
GRP
398
Global Retirement Partners
California
-$48K -627 Closed
FP
399
Fiduciary Planning
Florida
-$45K -587 Closed
AssetMark Inc
400
AssetMark Inc
California
-$41K -542 Closed

ESGD Hedge Fund Activity: Q2 2021 in Review

382 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2021, worth a combined $4.64B — up 21% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESGD positions and 21 closed out — a net gain of 19 holders — while 244 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Creative Planning, cutting an estimated $4.02M.

  • 382 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2021, up from 369 in Q1 2021.
  • Funds reported $4.64B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2021 and 21 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2021 was Bank of America, an estimated $132M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2021 was Creative Planning, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2021.