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iShares ESG Aware MSCI EAFE ETF
ESGD

576 hedge funds and large institutions have $6.51B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 230 increasing their positions, 191 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

20% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 191

14% more capital invested

Capital invested by funds: $5.7B → $6.51B (+$807M)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

4% more funds holding

Funds holding: 553 → 576 (+23)

3.83% more ownership

Funds ownership: 81.48% → 85.31% (+3.8%)

Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
8.4%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
72
Increased
230
Reduced
191
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$350M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.9M
3
Jane Street
Jane Street
New York
+$26.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$12M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$59M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$57.8M
3
EI
Ellevest Inc
New York
-$43.7M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$19.3M
5
Empower Advisory Group
Empower Advisory Group
Colorado
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$38.6M +$1.13M +15,976 +3%
Creative Planning
27
Creative Planning
Kansas
$38.4M +$2.03M +28,646 +6%
M&T Bank
28
M&T Bank
New York
$38.2M +$2M +28,298 +6%
Jane Street
29
Jane Street
New York
$34.5M +$26.4M +372,540 +446%
FT
30
Fiduciary Trust
Massachusetts
$33.4M +$1.63M +22,955 +5%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$33.1M -$7.13M -100,700 -19%
LPL Financial
32
LPL Financial
California
$33.1M -$1.51M -21,271 -5%
DADC
33
D.A. Davidson & Co
Montana
$30.7M -$379K -5,351 -1%
EWA
34
EP Wealth Advisors
California
$29M +$958K +13,534 +4%
I
35
IMPACTfolio
Colorado
$28.6M +$2.83M +40,004 +12%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$28.2M +$208K +2,943 +0.8%
FA
37
Forefront Analytics
Pennsylvania
$27.7M +$1.55M +21,873 +6%
Corient Private Wealth
38
Corient Private Wealth
Florida
$26.8M -$59.7K -843 -0.2%
MWM
39
Mission Wealth Management
California
$24.1M +$1.84M +26,050 +9%
CFG
40
Citizens Financial Group
Rhode Island
$23.8M +$676K +9,543 +3%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$23.3M -$553K -7,805 -2%
AG
42
AlTi Global
New York
$23.2M +$21.8M +307,560 New
HCM
43
Howland Capital Management
Massachusetts
$23.1M +$463K +6,531 +2%
EWM
44
Empirical Wealth Management
Washington
$23M +$722K +10,192 +3%
LSAG
45
Lake Street Advisors Group
New Hampshire
$20.2M +$521K +7,355 +3%
William Blair & Company
46
William Blair & Company
Illinois
$18.2M -$607K -8,576 -3%
HNW
47
High Note Wealth
Minnesota
$18.2M +$56.4K +796 +0.3%
MD
48
Money Design
Japan
$18M -$1.37M -19,392 -8%
KeyBank National Association
49
KeyBank National Association
Ohio
$17.6M +$544K +7,677 +3%
AIA
50
Ally Invest Advisors
North Carolina
$17.6M +$625K +8,828 +4%
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ESGD Hedge Fund Activity: Q4 2023 in Review

576 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2023, worth a combined $6.51B — up 14% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ESGD positions and 44 closed out — a net gain of 28 holders — while 230 added to existing stakes and 191 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $350M. The largest seller was Northern Trust, cutting an estimated $59M.

  • 576 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2023, up from 553 in Q3 2023.
  • Funds reported $6.51B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 72 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2023 and 44 closed out, a net change of +28 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2023 was Morgan Stanley, an estimated $350M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2023 was Northern Trust, an estimated $59M sold.

Based on aggregated 13F filings for Q4 2023.