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iShares ESG Aware MSCI EAFE ETF
ESGD

147 hedge funds and large institutions have $456M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 17

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

57% more capital invested

Capital invested by funds: $291M → $456M (+$165M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more funds holding

Funds holding: 122 → 147 (+25)

5.57% more ownership

Funds ownership: 60.41% → 65.99% (+5.6%)

Holders
147
Holders Change
+25
Holders Change %
+20.49%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
37
Increased
66
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCA
Personal Capital Advisors
California
+$48.3M
2
Bank of America
Bank of America
North Carolina
+$15.6M
3
EI
Ellevest Inc
New York
+$14.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$14.3M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$15.1M
2
Ameriprise
Ameriprise
Minnesota
-$8.73M
3
BWP
BSW Wealth Partners
Colorado
-$6.61M
4
UBS Group
UBS Group
Switzerland
-$5.51M
5
TA
Tiedemann Advisors
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
26
F.L. Putnam Investment Management
Massachusetts
$3.08M +$1.58M +25,700 +111%
FT
27
Fiduciary Trust
Massachusetts
$2.96M +$2.87M +46,776 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.89M +$714K +11,628 +34%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.78M +$2.7M +44,025 New
CAN
30
Cetera Advisor Networks
California
$2.49M +$1.03M +16,854 +75%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$2.4M +$843K +13,739 +57%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$2.36M – – –
LPL Financial
33
LPL Financial
California
$2.17M +$439K +7,150 +26%
Jane Street
34
Jane Street
New York
$2.09M -$534K -8,704 -21%
PWLP
35
Prio Wealth Limited Partnership
Massachusetts
$2.01M +$282K +4,600 +17%
FA
36
Financial Advisors
Massachusetts
$1.95M +$345K +5,616 +22%
BWM
37
Baystate Wealth Management
Massachusetts
$1.94M +$173K +2,818 +10%
CWM
38
Connecticut Wealth Management
Connecticut
$1.92M +$64.3K +1,048 +4%
RC
39
RegentAtlantic Capital
New Jersey
$1.75M +$1.07M +17,419 +168%
FEG
40
Fund Evaluation Group
Ohio
$1.68M +$138K +2,249 +9%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$1.61M +$1.57M +25,502 New
LGWM
42
Litman Gregory Wealth Management
California
$1.6M +$12.4K +202 +0.8%
ECM
43
ETrade Capital Management
Virginia
$1.6M +$343K +5,586 +28%
CJA
44
C-J Advisory
California
$1.47M +$43.3K +706 +3%
SWM
45
SVA Wealth Management
Wisconsin
$1.26M +$1.22M +19,921 New
PAS
46
Park Avenue Securities
New York
$1.24M +$183K +2,980 +18%
FA
47
Fiducient Advisors
Illinois
$1.24M – – –
SFSG
48
Stearns Financial Services Group
North Carolina
$1.15M -$104K -1,701 -9%
Deutsche Bank
49
Deutsche Bank
Germany
$1.06M -$23K -375 -2%
WT
50
Whittier Trust
California
$963K +$476K +7,750 +103%
1
2
3 4 5

ESGD Hedge Fund Activity: Q1 2019 in Review

147 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2019, worth a combined $456M — up 57% from $291M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESGD positions and 10 closed out — a net gain of 27 holders — while 66 added to existing stakes and 17 trimmed.

The largest buyer was Personal Capital Advisors, opening a new position worth an estimated $48.3M. The largest seller was JP Morgan Chase, cutting an estimated $15.1M.

  • 147 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2019, up from 122 in Q4 2018.
  • Funds reported $456M of iShares ESG Aware MSCI EAFE ETF stock for Q1 2019, up 57% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2019 and 10 closed out, a net change of +27 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2019 was Personal Capital Advisors, an estimated $48.3M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2019 was JP Morgan Chase, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2019.