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iShares ESG Aware MSCI EAFE ETF

417 hedge funds and large institutions have $5.28B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 250 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

355% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 55

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

14% more capital invested

Capital invested by funds: $4.64B → $5.28B (+$638M)

9% more funds holding

Funds holding: 382417 (+35)

0.1% more ownership

Funds ownership: 77.9%78% (+0.1%)

Holders
417
Holders Change
+35
Holders Change %
+9.16%
% of All Funds
7.3%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
47
Increased
250
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
376
Advisornet Financial
Minnesota
$59K +$18.9K +236 +45%
RFA
377
Reilly Financial Advisors
California
$58K
SFPG
378
Stonebridge Financial Planning Group
Florida
$56K
MFA
379
McClarren Financial Advisors
Pennsylvania
$53K
PCFFS
380
Pacific Center for Financial Services
California
$53K
TCM
381
TD Capital Management
Tennessee
$52K +$52.8K +658 New
NL
382
NEPC LLC
Massachusetts
$48.3K +$23.4K +291 +90%
Barclays
383
Barclays
United Kingdom
$48K +$49.6K +618 New
CT
384
Caldwell Trust
Florida
$47.3K +$4.66K +58 +11%
EIP
385
Ellis Investment Partners
Pennsylvania
$47K
CFFP
386
Center for Financial Planning
Michigan
$46K
RIM
387
Rockbridge Investment Management
New York
$43K +$2.41K +30 +6%
FWP
388
FAS Wealth Partners
Kansas
$33K
IWP
389
IAG Wealth Partners
Wisconsin
$33K
EDRH
390
Edmond de Rothschild Holding
Switzerland
$33K +$34.1K +425 New
SBL
391
Sargent Bickham Lagudis
Colorado
$32K +$482 +6 +1%
IHWM
392
Iron Horse Wealth Management
Iowa
$26K
4FG
393
4Thought Financial Group
New York
$26K +$401 +5 +2%
HWA
394
Heritage Wealth Advisors
Virginia
$22.7K +$23.3K +290 New
BWL
395
Bogart Wealth LLC
Virginia
$22K
Bessemer Group
396
Bessemer Group
New Jersey
$18K
WT
397
Washington Trust
Rhode Island
$15K +$15.5K +193 New
MCM
398
MV Capital Management
Maryland
$14K
GFPC
399
Global Financial Private Client
Florida
$13.4K +$3.93K +49 +40%
APC
400
Aspire Private Capital
North Carolina
$13K -$1.2K -15 -8%

ESGD Hedge Fund Activity: Q3 2021 in Review

417 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2021, worth a combined $5.28B — up 14% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 9 closed out — a net gain of 38 holders — while 250 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $131M. The largest seller was Jane Street, cutting an estimated $35.3M.

  • 417 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2021, up from 382 in Q2 2021.
  • Funds reported $5.28B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2021 and 9 closed out, a net change of +38 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2021 was Bank of America, an estimated $131M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2021 was Jane Street, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2021.