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iShares ESG Aware MSCI EAFE ETF
ESGD

369 hedge funds and large institutions have $3.84B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 211 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

402% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 42

379% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 14

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

26% more capital invested

Capital invested by funds: $3.06B → $3.84B (+$782M)

15% more funds holding

Funds holding: 321 → 369 (+48)

0.63% less ownership

Funds ownership: 76.71% → 76.08% (-0.63%)

Holders
369
Holders Change
+48
Holders Change %
+14.95%
% of All Funds
6.48%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
67
Increased
211
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$155M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$65.4M
3
PCA
Personal Capital Advisors
California
+$42.1M
4
PPW
Parcion Private Wealth
Washington
+$34.3M
5
Betterment LLC
Betterment LLC
New York
+$33.1M

Top Sellers

Rank Fund Capital Flow
1
KeyBank National Association
KeyBank National Association
Ohio
-$17.8M
2
BHB
Bank Hapoalim BM
Israel
-$6.02M
3
Wells Fargo
Wells Fargo
California
-$4.12M
4
Stifel Financial
Stifel Financial
Missouri
-$1.96M
5
GCA
Greenwood Capital Associates
South Carolina
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$21.8M +$226K +2,996 +1%
Jane Street
27
Jane Street
New York
$21.3M +$14.1M +187,197 +201%
DADC
28
D.A. Davidson & Co
Montana
$21.1M +$2.63M +34,907 +14%
Osaic Holdings
29
Osaic Holdings
Arizona
$20M +$8.36M +110,971 +73%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$19.6M – – –
NNP
31
Nachman Norwood & Parrott
South Carolina
$19.4M +$2.79M +36,996 +17%
HCM
32
Howland Capital Management
Massachusetts
$18.2M +$46.5K +617 +0.3%
Macquarie Group
33
Macquarie Group
Australia
$17.9M – – –
HPWM
34
Highland Private Wealth Management
Washington
$17.9M +$615K +8,165 +4%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$17M – – –
US Bancorp
36
US Bancorp
Minnesota
$14.8M +$4.54M +60,269 +45%
PCIG
37
Partners Capital Investment Group
Massachusetts
$14.1M +$14M +185,869 New
MML Investors Services
38
MML Investors Services
Massachusetts
$13.5M +$2.82M +37,410 +27%
RC
39
RegentAtlantic Capital
New Jersey
$12.1M +$553K +7,348 +5%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$11.4M +$2.89M +38,330 +34%
KeyBank National Association
41
KeyBank National Association
Ohio
$11.3M -$17.8M -236,484 -61%
HighTower Advisors
42
HighTower Advisors
Illinois
$11.3M +$4.96M +65,832 +80%
FT
43
Fiduciary Trust
Massachusetts
$11.2M +$244K +3,238 +2%
M&T Bank
44
M&T Bank
New York
$11.2M +$9.04M +120,076 +443%
Creative Planning
45
Creative Planning
Kansas
$11.1M +$950K +12,613 +9%
SEI Investments
46
SEI Investments
Pennsylvania
$10.7M +$303K +4,030 +3%
TAIM
47
TD Ameritrade Investment Management
Nebraska
$10.6M – – –
PFM
48
Parsec Financial Management
North Carolina
$9.41M +$791K +10,504 +9%
NA
49
Nottingham Advisors
New York
$8.95M +$1.27M +16,870 +17%
SWA
50
SOA Wealth Advisors
New York
$8.81M -$55.6K -739 -0.6%
1
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ESGD Hedge Fund Activity: Q1 2021 in Review

369 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2021, worth a combined $3.84B — up 26% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ESGD positions and 14 closed out — a net gain of 53 holders — while 211 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $155M. The largest seller was KeyBank National Association, cutting an estimated $17.8M.

  • 369 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2021, up from 321 in Q4 2020.
  • Funds reported $3.84B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2021, up 26% quarter-over-quarter.
  • 67 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2021 and 14 closed out, a net change of +53 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2021 was Bank of America, an estimated $155M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2021 was KeyBank National Association, an estimated $17.8M sold.

Based on aggregated 13F filings for Q1 2021.