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iShares ESG Aware MSCI EAFE ETF
ESGD

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: 586 → 607 (+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: 16 → 15 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$77.4M
2
Jane Street
Jane Street
New York
+$39M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$31.8M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$21.6M

Top Sellers

Rank Fund Capital Flow
1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$33.5M
2
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$16.2M
3
BlackRock
BlackRock
New York
-$10.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.98M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
426
Kingsview Wealth Management
Oregon
$280K -$11.8K -148 -4%
OBWP
427
O'Brien Wealth Partners
Massachusetts
$280K – – –
PCMC
428
Private Capital Management (Colorado)
Colorado
$280K -$30.3K -381 -9%
LW
429
Libra Wealth
California
$279K – – –
BOH
430
Bank of Hawaii
Hawaii
$277K -$116K -1,463 -29%
PC
431
Pecaut & Co
Iowa
$276K +$83.4K +1,048 +41%
UAS
432
United Asset Strategies
New York
$276K -$18.6K -234 -6%
HP
433
Hilltop Partners
Indiana
$273K +$13.4K +168 +5%
CWP
434
Concord Wealth Partners
Virginia
$273K -$37.6K -472 -12%
CIA
435
Compass Investment Advisers
Oregon
$272K +$285K +3,577 New
MW
436
Marcum Wealth
Ohio
$272K +$4.46K +56 +2%
TLFA
437
True Link Financial Advisors
California
$270K +$282K +3,547 New
OFG
438
Opulen Financial Group
Virginia
$269K +$282K +3,538 New
TFO
439
Tarbox Family Office
California
$269K +$1.75K +22 +0.6%
CC
440
Courier Capital
New York
$268K +$281K +3,526 New
MWS
441
Maxwell Wealth Strategies
California
$268K – – –
VFP
442
Vested Financial Planning
California
$267K +$279K +3,504 New
FC
443
Forte Capital
New York
$264K +$10.3K +129 +4%
S
444
SignatureFD
Georgia
$260K +$45.7K +574 +20%
LPAM
445
Lodestar Private Asset Management
California
$259K – – –
DSN
446
D. Scott Neal
Kentucky
$258K +$1.99K +25 +0.7%
FNB
447
Farmers National Bank
Kentucky
$258K +$269K +3,382 New
LFG
448
Leverty Financial Group
Wisconsin
$256K +$268K +3,365 New
MFA
449
Mayflower Financial Advisors
Massachusetts
$253K -$51.2K -644 -16%
RW
450
Rede Wealth
Virginia
$250K +$35.5K +446 +16%
16 17
18
19 20

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.