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iShares ESG Aware MSCI EAFE ETF
ESGD

496 hedge funds and large institutions have $5.99B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 270 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

494% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 17

409% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 53

19% more funds holding

Funds holding: 417 → 496 (+79)

14% more capital invested

Capital invested by funds: $5.28B → $5.99B (+$715M)

0.86% more ownership

Funds ownership: 78% → 78.86% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
496
Holders Change
+79
Holders Change %
+18.94%
% of All Funds
7.63%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
101
Increased
270
Reduced
53
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$88.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$45.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$39.1M
4
PCA
Personal Capital Advisors
California
+$36.5M
5
Morgan Stanley
Morgan Stanley
New York
+$35.8M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$16.8M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$12.3M
3
FTUS
Flow Traders U.S.
New York
-$10.4M
4
Jane Street
Jane Street
New York
-$7.59M
5
CFG
Citizens Financial Group
Rhode Island
-$7.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
26
EP Wealth Advisors
California
$33.3M +$2.94M +36,952 +10%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$31.9M +$31.9M +400,883 New
RW
28
RVW Wealth
California
$30.4M +$3.27M +41,108 +12%
DADC
29
D.A. Davidson & Co
Montana
$30.3M +$3.18M +39,953 +12%
PO
30
Private Ocean
California
$27.7M +$1.12M +14,117 +4%
HPWM
31
Highland Private Wealth Management
Washington
$27.4M +$6.41M +80,513 +30%
Macquarie Group
32
Macquarie Group
Australia
$25.5M -$16.8M -211,160 -40%
SEI Investments
33
SEI Investments
Pennsylvania
$24.7M +$1.48M +18,547 +6%
MML Investors Services
34
MML Investors Services
Massachusetts
$23.9M +$3.21M +40,362 +15%
Wealthfront Advisers
35
Wealthfront Advisers
California
$23.7M +$12.5M +156,734 +111%
HNW
36
High Note Wealth
Minnesota
$23M +$111K +1,389 +0.5%
KeyBank National Association
37
KeyBank National Association
Ohio
$22.2M +$1.96M +24,623 +10%
William Blair & Company
38
William Blair & Company
Illinois
$21.6M +$158K +1,983 +0.7%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$21.6M +$5.61M +70,505 +35%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$21.3M – – –
Creative Planning
41
Creative Planning
Kansas
$21.2M +$3.68M +46,188 +21%
M&T Bank
42
M&T Bank
New York
$20.3M +$1.47M +18,416 +8%
HCM
43
Howland Capital Management
Massachusetts
$19.4M +$52.4K +658 +0.3%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$18.6M +$18.6M +233,600 New
HighTower Advisors
45
HighTower Advisors
Illinois
$18.1M -$1.67M -20,981 -8%
RC
46
RegentAtlantic Capital
New Jersey
$18M +$347K +4,355 +2%
FT
47
Fiduciary Trust
Massachusetts
$17.7M +$2.96M +37,226 +20%
Citadel Advisors
48
Citadel Advisors
Florida
$17.4M +$12.7M +159,790 +271%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$16.9M +$4.7M +59,059 +38%
PCIG
50
Partners Capital Investment Group
Massachusetts
$16.2M -$7.25M -90,999 -31%
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ESGD Hedge Fund Activity: Q4 2021 in Review

496 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2021, worth a combined $5.99B — up 14% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ESGD positions and 17 closed out — a net gain of 84 holders — while 270 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $88.3M. The largest seller was Macquarie Group, cutting an estimated $16.8M.

  • 496 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2021, up from 417 in Q3 2021.
  • Funds reported $5.99B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 101 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2021 and 17 closed out, a net change of +84 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2021 was Bank of America, an estimated $88.3M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2021 was Macquarie Group, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2021.