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iShares ESG Aware MSCI EAFE ETF
ESGD

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 40

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

64% more capital invested

Capital invested by funds: $1.17B → $1.92B (+$749M)

14% more funds holding

Funds holding: 215 → 245 (+30)

3.77% more ownership

Funds ownership: 74.56% → 78.33% (+3.8%)

Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.02%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$133M
2
Bank of America
Bank of America
North Carolina
+$61.8M
3
ST
Spinnaker Trust
Maine
+$55.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.4M
5
Northern Trust
Northern Trust
Illinois
+$36.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.27M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.36M
3
CWM
Connecticut Wealth Management
Connecticut
-$984K
4
GTAM
Global Trust Asset Management
Florida
-$537K
5
Deutsche Bank
Deutsche Bank
Germany
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$13.1M +$9.21M +160,473 +287%
DADC
27
D.A. Davidson & Co
Montana
$11.6M +$832K +14,491 +8%
PO
28
Private Ocean
California
$11.1M +$1.7M +29,533 +19%
ECM
29
ETrade Capital Management
Virginia
$10.8M +$718K +12,501 +8%
FT
30
Fiduciary Trust
Massachusetts
$8.66M +$1.53M +26,635 +23%
MML Investors Services
31
MML Investors Services
Massachusetts
$8.5M +$647K +11,262 +9%
KeyBank National Association
32
KeyBank National Association
Ohio
$8.49M +$1.31M +22,853 +19%
TA
33
Tiedemann Advisors
New York
$8.01M +$5.29M +92,177 +230%
Creative Planning
34
Creative Planning
Kansas
$7.2M +$609K +10,607 +10%
RC
35
RegentAtlantic Capital
New Jersey
$6.79M +$491K +8,559 +8%
PFM
36
Parsec Financial Management
North Carolina
$6.67M +$922K +16,054 +17%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$6.11M +$756K +13,170 +15%
TWA
38
Tillar-Wenstrup Advisors
Ohio
$6.01M +$5.7M +99,261 New
REMPR
39
Roof Eidam Maycock Peralta (REMP)
California
$5.88M +$5.57M +97,015 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$5.7M +$743K +12,935 +16%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$5.52M – – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$4.99M +$198K +3,455 +4%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$4.88M +$289K +5,042 +7%
WCM
44
Windsor Capital Management
Arizona
$4.84M +$441K +7,674 +11%
SEI Investments
45
SEI Investments
Pennsylvania
$4.76M +$363K +6,331 +9%
LSAG
46
Lake Street Advisors Group
New Hampshire
$4.73M +$240K +4,181 +6%
CAN
47
Cetera Advisor Networks
California
$4.57M +$477K +8,317 +12%
WI
48
WrapManager Inc
California
$4.51M +$4.28M +74,467 New
Osaic Holdings
49
Osaic Holdings
Arizona
$4.3M +$1.38M +24,093 +51%
US Bancorp
50
US Bancorp
Minnesota
$4.2M +$2.17M +37,783 +119%
1
2
3 4 5

ESGD Hedge Fund Activity: Q2 2020 in Review

245 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2020, worth a combined $1.92B — up 64% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 16 closed out — a net gain of 31 holders — while 134 added to existing stakes and 40 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $8.27M.

  • 245 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2020, up from 215 in Q1 2020.
  • Funds reported $1.92B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2020, up 64% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2020 and 16 closed out, a net change of +31 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2020 was Fifth Third Bancorp, an estimated $133M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2020 was Citadel Advisors, an estimated $8.27M sold.

Based on aggregated 13F filings for Q2 2020.