iShares ESG Aware MSCI EAFE ETF
ESGD
545 hedge funds and large institutions have $5.52B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 205 increasing their positions, 189 reducing their positions, and 27 closing their positions.
211% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 27
16% more capital invested
Capital invested by funds: $4.76B → $5.52B (+$760M)
10% more funds holding
Funds holding: 496 → 545 (+49)
8% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 189
0.6% more ownership
Funds ownership: 81.78% → 82.38% (+0.6%)
10% less funds holding in top 10
Funds holding in top 10: 20 → 18 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $26K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SR
Swiss Re
Zurich,
Switzerland
|
+$42.3M |
| 2 |
Jane Street
New York
|
+$32M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$22.8M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$15.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$93.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$29.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$18.5M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$15.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.6M |
ESGD Hedge Fund Activity: Q4 2022 in Review
545 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2022, worth a combined $5.52B — up 16% from $4.76B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new ESGD positions and 27 closed out — a net gain of 57 holders — while 205 added to existing stakes and 189 trimmed.
The largest buyer was Swiss Re, opening a new position worth an estimated $42.3M. The largest seller was Fifth Third Bancorp, cutting an estimated $93.2M.
- 545 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2022, up from 496 in Q3 2022.
- Funds reported $5.52B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2022, up 16% quarter-over-quarter.
- 84 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2022 and 27 closed out, a net change of +57 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2022 was Swiss Re, an estimated $42.3M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2022 was Fifth Third Bancorp, an estimated $93.2M sold.
Based on aggregated 13F filings for Q4 2022.