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
TDWM
401
Topel & Distasi Wealth Management
California
$200K
GRP
402
Global Retirement Partners
California
$196K +$214K +2,841 New
AF
403
Advisornet Financial
Minnesota
$184K +$86.8K +1,152 +86%
NSIM
404
North Star Investment Management
Illinois
$178K +$75 +1 +0%
C
405
Covestor
United Kingdom
$176K -$25.9K -344 -13%
AF
406
Allworth Financial
California
$175K
GWM
407
Grand Wealth Management
Michigan
$166K
WTC
408
WhitTier Trust Company
Nevada
$165K -$3.39K -45 -2%
SWM
409
Sugarloaf Wealth Management
Georgia
$155K
CFD
410
Creative Financial Designs
Indiana
$152K -$130K -1,732 -46%
National Bank of Canada
411
National Bank of Canada
Quebec, Canada
$139K +$11.8K +157 +9%
EWA
412
EverSource Wealth Advisors
Alabama
$133K -$135K -1,795 -50%
ACA
413
Aptus Capital Advisors
Alabama
$131K -$25.2K -334 -16%
Bessemer Group
414
Bessemer Group
New Jersey
$130K +$115K +1,533 +669%
TWM
415
Tradition Wealth Management
Minnesota
$129K -$86K -1,142 -39%
FCA
416
FinTrust Capital Advisors
South Carolina
$127K
BAM
417
Belpointe Asset Management
Nevada
$117K +$119K +1,582 New
SIAP
418
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$111K
BONH
419
Bank of New Hampshire
New Hampshire
$102K +$104K +1,385 New
MA
420
MUFG Americas
New York
$100K +$15.1K +200 +17%
TRCT
421
Tower Research Capital (TRC)
New York
$100K +$97.1K +1,290 +2,081%
CCM
422
Cribstone Capital Management
Maine
$97K +$7.23K +96 +8%
LWA
423
Lowe Wealth Advisors
Maryland
$88K
OLVIG
424
Oliver Lagore Vanvalin Investment Group
Michigan
$84K +$90.4K +1,201 New
AWM
425
AllSquare Wealth Management
New York
$81K

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.