We are live on ! Find out more
ESGD icon

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
GVAG
376
Great Valley Advisor Group
Delaware
$241K +$301 +4 +0.1%
TIM
377
Tortoise Investment Management
New York
$240K +$241K +3,200 +5,246%
JF
378
JSF Financial
California
$240K +$245K +3,256 New
CA
379
Cetera Advisors
Colorado
$236K +$1.73K +23 +0.7%
FWM
380
Fingerlakes Wealth Management
New York
$235K +$240K +3,190 New
BAM
381
Baldrige Asset Management
Pennsylvania
$234K -$114K -1,508 -32%
EWS
382
Evergreen Wealth Solutions
Pennsylvania
$232K -$40.6K -539 -15%
KCA
383
Karn Couzens & Associates
Connecticut
$231K +$236K +3,130 New
HFA
384
High Falls Advisors
New York
$230K -$80.4K -1,068 -25%
MAA
385
Matrix Asset Advisors
New York
$228K +$233K +3,090 New
RMC
386
Regis Management Company
California
$227K +$232K +3,075 New
UAS
387
United Asset Strategies
New York
$226K +$2.48K +33 +1%
MYIA
388
Mount Yale Investment Advisors
Colorado
$218K -$51.3K -681 -19%
PCG
389
Private Capital Group
Connecticut
$215K -$53.1K -705 -19%
LWA
390
LWS Wealth Advisors
New Jersey
$214K +$218K +2,899 New
AWM
391
Aries Wealth Management
Maine
$213K +$218K +2,892 New
OFG
392
Omega Financial Group
California
$213K +$218K +2,892 New
OIA
393
OneDigital Investment Advisors
Kansas
$212K +$226 +3 +0.1%
CAM
394
Cresset Asset Management
Illinois
$210K -$318K -4,225 -60%
BOH
395
Bank of Hawaii
Hawaii
$208K
FA
396
Forefront Analytics
Pennsylvania
$208K +$301 +4 +0.1%
BBA
397
BLB&B Advisors
Pennsylvania
$206K -$1.43K -19 -0.7%
WF
398
Warner Financial
Maryland
$203K
PC
399
Pecaut & Co
Iowa
$203K +$12.3K +163 +6%
RRA
400
Round Rock Advisors
Connecticut
$202K +$206K +2,741 New

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.