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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
SC
451
Stephens Consulting
Michigan
$248K +$25.9K +326 +11%
Brown Advisory
452
Brown Advisory
Maryland
$246K +$11.3K +142 +5%
IAA
453
Independent Advisor Alliance
North Carolina
$243K +$254K +3,192 New
SIAM
454
Sterling Investment Advisors (Missouri)
Missouri
$242K +$4.06K +51 +2%
APP
455
Avantax Planning Partners
Iowa
$242K
CIBC World Market
456
CIBC World Market
Ontario, Canada
$239K
MSWA
457
Marshall & Sterling Wealth Advisors
New York
$238K +$248K +3,121 New
BBA
458
BLB&B Advisors
Pennsylvania
$236K
ACM
459
Ascent Capital Management
Oregon
$234K +$244K +3,069 New
ABC
460
Associated Banc-Corp
Wisconsin
$233K +$244K +3,063 New
FMTC
461
Farmers & Merchants Trust Company
California
$233K +$244K +3,063 New
SAM
462
Synergy Asset Management
Washington
$231K
CA
463
Continuum Advisory
Idaho
$230K -$14.2K -179 -6%
SFGP
464
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$228K +$238K +2,988 New
VCP
465
Verus Capital Partners
Arizona
$226K +$20.2K +254 +9%
PMFA
466
Plante Moran Financial Advisors
Michigan
$225K
AWA
467
ARQ Wealth Advisors
Arizona
$221K -$48.8K -613 -17%
GWSG
468
GPS Wealth Strategies Group
Colorado
$221K -$875 -11 -0.4%
Vanguard Group
469
Vanguard Group
Pennsylvania
$220K -$17.1K -215 -7%
GVAG
470
Great Valley Advisor Group
Delaware
$218K +$19.6K +246 +9%
XF
471
XML Financial
Maryland
$218K +$239 +3 +0.1%
BWA
472
Bordeaux Wealth Advisors
California
$213K
CWS
473
Confluence Wealth Services
Pennsylvania
$212K -$2.79K -35 -1%
NW
474
NewEdge Wealth
Pennsylvania
$210K +$24.4K +307 +13%
MFC
475
Morris Financial Concepts
South Carolina
$209K +$6.76K +85 +3%

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.