We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF

382 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 46

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

21% more capital invested

Capital invested by funds: $3.84B → $4.64B (+$798M)

4% more funds holding

Funds holding: 369382 (+13)

1.82% more ownership

Funds ownership: 76.08%77.9% (+1.8%)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
40
Increased
244
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
26
RVW Wealth
California
$26M +$1.66M +20,895 +7%
DADC
27
D.A. Davidson & Co
Montana
$24.8M +$2.85M +35,751 +13%
PO
28
Private Ocean
California
$24.2M +$1.08M +13,562 +5%
Osaic Holdings
29
Osaic Holdings
Arizona
$23.4M +$2.63M +33,068 +13%
NNP
30
Nachman Norwood & Parrott
South Carolina
$23.1M +$2.87M +36,009 +14%
William Blair & Company
31
William Blair & Company
Illinois
$22.8M +$50K +628 +0.2%
HNW
32
High Note Wealth
Minnesota
$22.5M -$206K -2,591 -0.9%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$21.3M
FI
34
Financial Insights
Washington
$20.8M +$3.42K +43 +0.2%
US Bancorp
35
US Bancorp
Minnesota
$20.2M +$4.9M +61,506 +32%
SEI Investments
36
SEI Investments
Pennsylvania
$19.5M +$8.02M +100,772 +69%
HCM
37
Howland Capital Management
Massachusetts
$19M +$112K +1,407 +0.6%
HPWM
38
Highland Private Wealth Management
Washington
$18.9M +$259K +3,258 +1%
M&T Bank
39
M&T Bank
New York
$18.4M +$6.82M +85,672 +58%
KeyBank National Association
40
KeyBank National Association
Ohio
$17M +$5.26M +66,085 +45%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$17M
MML Investors Services
42
MML Investors Services
Massachusetts
$16.8M +$2.75M +34,520 +19%
RC
43
RegentAtlantic Capital
New Jersey
$16.1M +$3.51M +44,153 +28%
HighTower Advisors
44
HighTower Advisors
Illinois
$15.4M +$3.66M +45,951 +31%
FT
45
Fiduciary Trust
Massachusetts
$15.3M +$3.64M +45,737 +31%
TAIM
46
TD Ameritrade Investment Management
Nebraska
$14.9M +$3.55M +44,552 +31%
PCIG
47
Partners Capital Investment Group
Massachusetts
$14.7M
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$14.1M +$2.23M +28,061 +19%
AA
49
Acorns Advisers
California
$13.3M +$13.4M +168,679 New
PAM
50
PFM Asset Management
Pennsylvania
$12M +$2.97M +37,296 +32%

ESGD Hedge Fund Activity: Q2 2021 in Review

382 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2021, worth a combined $4.64B — up 21% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESGD positions and 21 closed out — a net gain of 19 holders — while 244 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Creative Planning, cutting an estimated $4.02M.

  • 382 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2021, up from 369 in Q1 2021.
  • Funds reported $4.64B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2021 and 21 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2021 was Bank of America, an estimated $132M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2021 was Creative Planning, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2021.