iShares ESG Aware MSCI EAFE ETF
ESGD
28 hedge funds and large institutions have $61.1M invested in iShares ESG Aware MSCI EAFE ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 0 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
100% more funds holding
Funds holding: 14 → 28 (+14)
0% less capital invested
Capital invested by funds: $61.1M → $61.1M (-$3.97K)
2.2% less ownership
Funds ownership: 53.48% → 51.28% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$653K |
| 2 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$633K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$432K |
| 4 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$377K |
| 5 |
GAM
Gould Asset Management
Claremont,
California
|
+$334K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$6.23M |
| 2 |
Jane Street
New York
|
-$592K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $4K | – | – | – |
|
|
YWP
27
YorkBridge Wealth Partners
New York
| $3K | – | – | – |
|
|
CFA
28
Carroll Financial Associates
Charlotte,
North Carolina
| $1K | +$997 | +16 | New |
|
ESGD Hedge Fund Activity: Q2 2017 in Review
28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2017, worth a combined $61.1M — down 0.01% from $61.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ESGD positions and 0 closed out — a net gain of 14 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $653K. The largest seller was BlackRock, cutting an estimated $6.23M.
- 28 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2017, up from 14 in Q1 2017.
- Funds reported $61.1M of iShares ESG Aware MSCI EAFE ETF stock for Q2 2017, down 0.01% quarter-over-quarter.
- 14 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2017 and 0 closed out, a net change of +14 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2017 was MML Investors Services, an estimated $653K added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2017 was BlackRock, an estimated $6.23M sold.
Based on aggregated 13F filings for Q2 2017.