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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
GC
426
Gould Capital
Washington
$79K +$3.39K +45 +4%
AssetMark Inc
427
AssetMark Inc
California
$78K -$92.3K -1,225 -54%
RIM
428
Rockbridge Investment Management
New York
$77.1K
MFA
429
Mayflower Financial Advisors
Massachusetts
$77K +$34K +451 +4%
S
430
SignatureFD
Georgia
$76K +$19.7K +262 +34%
BA
431
Bellwether Advisors
Nebraska
$72K
BCM
432
Bourgeon Capital Management
Connecticut
$72K
TC
433
Trust Company
Kansas
$72K +$73.5K +976 New
DWMG
434
DB Wealth Management Group
California
$70K
SC
435
Stephens Consulting
Michigan
$66.1K -$377 -5 -0.6%
MA
436
MCF Advisors
Kentucky
$66K +$67.6K +897 New
PP
437
PrairieView Partners
Minnesota
$61K +$2.18K +29 +4%
CPFP
438
Clear Perspectives Financial Planning
Ohio
$58K -$150K -1,994 -72%
AA
439
Ancora Advisors
Ohio
$56K
RDFA
440
Ritter Daniher Financial Advisory
Ohio
$55K +$56K +744 New
KFI
441
Key Financial Inc
Pennsylvania
$51K +$42.2K +560 +415%
YAL
442
Your Advocates Ltd
Texas
$51K +$51.6K +685 New
MFA
443
McClarren Financial Advisors
Pennsylvania
$50K
PCFFS
444
Pacific Center for Financial Services
California
$50K
PFS
445
Prospera Financial Services
Texas
$48K +$48.6K +646 New
CT
446
Caldwell Trust
Florida
$45.6K +$1.13K +15 +2%
EIP
447
Ellis Investment Partners
Pennsylvania
$44K
CFFP
448
Center for Financial Planning
Michigan
$40K +$377 +5 +0.9%
AWM
449
Atticus Wealth Management
Florida
$35K +$36.1K +480 New
GWM
450
Geneos Wealth Management
Colorado
$34K -$26.6K -353 -43%

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.