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iShares ESG Aware MSCI EAFE ETF
ESGD

122 hedge funds and large institutions have $291M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 12

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

74% more capital invested

Capital invested by funds: $167M → $291M (+$124M)

23% more funds holding

Funds holding: 99 → 122 (+23)

16.92% more ownership

Funds ownership: 43.5% → 60.41% (+17%)

Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
33
Increased
63
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$34.4M
2
Bank of America
Bank of America
North Carolina
+$31.8M
3
Ameriprise
Ameriprise
Minnesota
+$15.4M
4
UBS Group
UBS Group
Switzerland
+$14.5M
5
BWP
BSW Wealth Partners
Colorado
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$7.27M
2
RCS
Retirement Capital Strategies
California
-$598K
3
GAM
Gould Asset Management
California
-$509K
4
CG
Colony Group
Massachusetts
-$300K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
26
Financial Advisors
Massachusetts
$1.45M +$1.53M +25,236 New
LGWM
27
Litman Gregory Wealth Management
California
$1.44M +$170K +2,802 +13%
FEG
28
Fund Evaluation Group
Ohio
$1.39M +$9.96K +164 +0.7%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$1.39M +$782K +12,871 +113%
FLPIM
30
F.L. Putnam Investment Management
Massachusetts
$1.32M +$75.5K +1,243 +6%
CAN
31
Cetera Advisor Networks
California
$1.29M +$417K +6,863 +44%
CJA
32
C-J Advisory
California
$1.28M +$289K +4,757 +27%
SFSG
33
Stearns Financial Services Group
North Carolina
$1.14M +$342K +5,628 +40%
ECM
34
ETrade Capital Management
Virginia
$1.13M +$668K +10,987 +126%
FA
35
Fiducient Advisors
Illinois
$1.13M +$1.19M +19,598 New
Stifel Financial
36
Stifel Financial
Missouri
$1.12M +$1.18M +19,447 New
V
37
Veritable
Delaware
$1.1M +$929K +15,285 +401%
TA
38
Tiedemann Advisors
New York
$1.03M +$1.09M +17,953 New
Deutsche Bank
39
Deutsche Bank
Germany
$986K +$741K +12,200 +244%
PAS
40
Park Avenue Securities
New York
$974K +$198K +3,265 +25%
GTAM
41
Global Trust Asset Management
Florida
$875K +$928K +15,265 New
MWM
42
Mission Wealth Management
California
$829K +$392K +6,445 +81%
MM
43
Main Management
California
$803K -$38.5K -634 -4%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$703K +$202K +3,317 +37%
RJA
45
Raymond James & Associates
Florida
$670K +$709K +11,675 New
BAAM
46
Baker Avenue Asset Management
California
$666K -$35K -576 -5%
JFGLC
47
Johnson Financial Group LLC (Colorado)
Colorado
$660K +$699K +11,505 New
EWA
48
EP Wealth Advisors
California
$620K +$656K +10,800 New
RC
49
RegentAtlantic Capital
New Jersey
$594K +$206K +3,398 +49%
NAM
50
North American Management
Massachusetts
$579K +$6.08K +100 +1%
1
2
3 4 5

ESGD Hedge Fund Activity: Q4 2018 in Review

122 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2018, worth a combined $291M — up 74% from $167M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ESGD positions and 9 closed out — a net gain of 24 holders — while 63 added to existing stakes and 12 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $34.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.27M sold.

  • 122 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2018, up from 99 in Q3 2018.
  • Funds reported $291M of iShares ESG Aware MSCI EAFE ETF stock for Q4 2018, up 74% quarter-over-quarter.
  • 33 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2018 and 9 closed out, a net change of +24 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $34.4M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2018 was Citadel Advisors, an estimated $7.27M sold.

Based on aggregated 13F filings for Q4 2018.