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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
RIA
401
RPG Investment Advisory
California
$12K
HIA
402
Harbor Investment Advisory
Maryland
$12K +$642 +8 +5%
KFI
403
Key Financial Inc
Pennsylvania
$11K
KFS
404
Kelly Financial Services
Massachusetts
$9.73K -$4.36M -54,274 -100%
GI
405
Gradient Investments
Minnesota
$8K +$8.03K +100 New
EVM
406
Eaton Vance Management
Massachusetts
$8K +$8.11K +101 New
CA
407
Clearstead Advisors
Ohio
$6K
LWM
408
Liberty Wealth Management
California
$6K +$401 +5 +7%
TIM
409
Tortoise Investment Management
New York
$5K
TRCT
410
Tower Research Capital (TRC)
New York
$5K +$5.06K +63 New
ME
411
McIlrath & Eck
Washington
$4K
NFSG
412
Newbridge Financial Services Group
Florida
$4K
TCWA
413
Ten Capital Wealth Advisors
Washington
$4K
HPC
414
HM Payson & Co
Maine
$3K
CWA
415
Clearview Wealth Advisors
Oregon
$2K
TFA
416
Toth Financial Advisory
Virginia
$2K +$1.61K +20 +200%
AssetMark Inc
417
AssetMark Inc
California
$1K +$642 +8 New
MHR
418
Matthew Hamilton Rosenberg
$1K +$803 +10 New
GEA
419
Glen Eagle Advisors
New Jersey
$392
KP
420
Keel Point
Alabama
-$790K -9,994 Closed
CA
421
CGN Advisors
Kansas
-$595K -7,529 Closed
PFA
422
Pure Financial Advisors
California
-$287K -3,629 Closed
RMCM
423
Reynders McVeigh Capital Management
Massachusetts
-$264K -3,344 Closed
TSS
424
Two Sigma Securities
New York
-$204K -2,582 Closed
WP
425
WealthShield Partners
North Carolina
-$45K -575 Closed

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.