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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
SAM
376
Sherman Asset Management
California
$353K +$369K +4,638 New
HT
377
Heritage Trust
Oklahoma
$352K +$368K +4,627 New
CIA
378
Compass Ion Advisors
Pennsylvania
$352K
TF
379
TME Financial
California
$350K +$331K +4,162 New
SFG
380
SNS Financial Group
Minnesota
$350K +$15.5K +195 +4%
ISFAN
381
Investor's Fiduciary Advisor Network
Washington
$342K +$358K +4,499 New
MWP
382
Moller Wealth Partners
$341K
WFA
383
Wade Financial Advisory
California
$340K +$57.2K +719 +19%
NC
384
Napatree Capital
Rhode Island
$340K -$2.79K -35 -0.8%
CFO
385
Callan Family Office
Pennsylvania
$337K +$78.8K +990 +29%
MGP
386
Metis Global Partners
California
$334K +$12.4K +156 +4%
MFA
387
Morling Financial Advisors
California
$334K +$25.1K +315 +8%
SIA
388
SkyView Investment Advisors
New Jersey
$331K -$1.91K -24 -0.5%
WAM
389
WNY Asset Management
New York
$328K +$1.83K +23 +0.5%
MWM
390
Merriman Wealth Management
Washington
$327K +$342K +4,296 New
UL
391
Unionview LLC
Washington
$325K +$3.42K +43 +1%
VWM
392
Verus Wealth Management
Wisconsin
$324K +$339K +4,260 New
FWM
393
Fingerlakes Wealth Management
New York
$324K +$16.1K +202 +5%
DWG
394
Darden Wealth Group
Michigan
$322K
MADFP
395
Michael A Dubis Financial Planning
Wisconsin
$318K +$332K +4,170 New
BCI
396
Brinker Capital Investments
Pennsylvania
$318K -$1.6M -20,081 -83%
OPS
397
Orion Portfolio Solutions
Nebraska
$318K -$1.6M -20,081 -83%
MOS
398
MGO One Seven
Ohio
$317K -$24.2K -304 -7%
AGA
399
Arkos Global Advisors
Texas
$313K -$796 -10 -0.2%
FFA
400
Farther Finance Advisors
California
$313K -$35.1K -441 -10%

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.