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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
OMC
401
Old Mission Capital
Illinois
$311K +$70.9K +891 +28%
FA
402
FC Advisory
Pennsylvania
$310K +$324K +4,077 New
CA
403
CWC Advisors
Oregon
$310K +$159 +2 +0%
TPCW
404
TD Private Client Wealth
New York
$309K +$40.7K +511 +14%
WF
405
Warner Financial
Maryland
$308K +$716 +9 +0.2%
FHA
406
Flagship Harbor Advisors
Massachusetts
$308K +$35.2K +443 +12%
HFS
407
Hughes Financial Services
Virginia
$306K +$320K +4,022 New
IIC
408
Integrated Investment Consultants
Michigan
$306K
NA
409
Nautilus Advisors
California
$305K +$318K +4,000 New
HDIM
410
Hanson & Doremus Investment Management
Vermont
$304K
PP
411
PrairieView Partners
Minnesota
$303K +$23.1K +290 +8%
PWA
412
Physician Wealth Advisors
Utah
$300K -$8.12K -102 -3%
WIA
413
World Investment Advisors
California
$300K +$30K +377 +11%
VNA
414
Valley National Advisers
Pennsylvania
$296K -$14.2K -179 -4%
VC
415
Veracity Capital
Georgia
$295K +$5.73K +72 +2%
SB
416
Simmons Bank
Arkansas
$295K -$1.19K -15 -0.4%
FFN
417
Focus Financial Network
Minnesota
$294K +$6.05K +76 +2%
BSB
418
Bangor Savings Bank
Maine
$292K +$8.91K +112 +3%
GAM
419
Gemmer Asset Management
California
$292K -$178K -2,238 -37%
TDWM
420
Topel & Distasi Wealth Management
California
$286K +$2.71K +34 +0.9%
RFP
421
Root Financial Partners
California
$286K
SOAG
422
Silver Oak Advisory Group
Oregon
$285K +$3.98K +50 +1%
IAN
423
Integrated Advisors Network
Texas
$285K +$1.27K +16 +0.4%
GRP
424
Global Retirement Partners
California
$283K +$4.69K +59 +2%
DAS
425
Diversify Advisory Services
Utah
$282K +$23K +289 +8%

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.