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iShares ESG Aware MSCI EAFE ETF
ESGD

321 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 12

164% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 58

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

28% more capital invested

Capital invested by funds: $2.38B → $3.06B (+$677M)

21% more funds holding

Funds holding: 266 → 321 (+55)

0.64% more ownership

Funds ownership: 76.06% → 76.71% (+0.64%)

Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.68%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
77
Increased
153
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$51M
2
PCA
Personal Capital Advisors
California
+$32.6M
3
Morgan Stanley
Morgan Stanley
New York
+$27.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$18.9M
5
Betterment LLC
Betterment LLC
New York
+$18M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$28.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$13.5M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$9.69M
4
BlackRock
BlackRock
New York
-$7.21M
5
NA
Nottingham Advisors
New York
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
PO
26
Private Ocean
California
$17.7M +$3.24M +47,480 +24%
HCM
27
Howland Capital Management
Massachusetts
$17.4M +$665K +9,733 +4%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$17M – – –
HPWM
29
Highland Private Wealth Management
Washington
$16.6M +$363K +5,317 +2%
NNP
30
Nachman Norwood & Parrott
South Carolina
$16M +$5.87M +85,944 +65%
RW
31
RVW Wealth
California
$14M +$13.1M +191,181 +3,717%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$12.4M – – –
BHB
33
Bank Hapoalim BM
Israel
$11.2M +$9.85M +144,224 +1,475%
Osaic Holdings
34
Osaic Holdings
Arizona
$11.1M +$3.26M +47,733 +46%
RC
35
RegentAtlantic Capital
New Jersey
$11.1M -$397K -5,813 -4%
TAIM
36
TD Ameritrade Investment Management
Nebraska
$10.6M +$1.89M +27,692 +24%
FT
37
Fiduciary Trust
Massachusetts
$10.6M +$265K +3,874 +3%
SEI Investments
38
SEI Investments
Pennsylvania
$10.4M +$2.96M +43,380 +44%
MML Investors Services
39
MML Investors Services
Massachusetts
$10.3M -$1.11M -16,310 -10%
US Bancorp
40
US Bancorp
Minnesota
$9.81M +$3.44M +50,369 +60%
Creative Planning
41
Creative Planning
Kansas
$9.79M +$1.12M +16,333 +14%
SWA
42
SOA Wealth Advisors
New York
$8.79M +$7.98M +116,830 New
PAM
43
PFM Asset Management
Pennsylvania
$8.53M +$5.86M +85,801 +277%
PFM
44
Parsec Financial Management
North Carolina
$8.29M +$585K +8,567 +8%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$8.16M +$719K +10,522 +10%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$7.7M -$13.5M -198,047 -65%
TWA
47
Tillar-Wenstrup Advisors
Ohio
$7.42M +$32.2K +472 +0.5%
NA
48
Nottingham Advisors
New York
$7.38M -$2.52M -36,939 -27%
REMPR
49
Roof Eidam Maycock Peralta (REMP)
California
$7.26M +$166K +2,435 +3%
FNWM
50
Financial Network Wealth Management
Utah
$7.16M +$6.69M +97,969 New
1
2
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ESGD Hedge Fund Activity: Q4 2020 in Review

321 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2020, worth a combined $3.06B — up 28% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ESGD positions and 12 closed out — a net gain of 65 holders — while 153 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $51M. The largest seller was Envestnet Asset Management, cutting an estimated $28.8M.

  • 321 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2020, up from 266 in Q3 2020.
  • Funds reported $3.06B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2020, up 28% quarter-over-quarter.
  • 77 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2020 and 12 closed out, a net change of +65 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2020 was Bank of America, an estimated $51M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2020.