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iShares ESG Aware MSCI EAFE ETF

483 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 243 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 129

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

3.97% more ownership

Funds ownership: 78.86%82.83% (+4%)

1% more capital invested

Capital invested by funds: $5.99B → $6.05B (+$58.6M)

3% less funds holding

Funds holding: 496483 (-13)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

Holders
483
Holders Change
-13
Holders Change %
-2.62%
% of All Funds
7.62%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
243
Reduced
129
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
476
Clearstead Advisors
Ohio
$6K
SIC
477
SJS Investment Consulting
Ohio
$6K
KFS
478
Kelly Financial Services
Massachusetts
$4.64K -$4.59K -61 -49%
ME
479
McIlrath & Eck
Washington
$4K
TCWA
480
Ten Capital Wealth Advisors
Washington
$4K
TFA
481
Toth Financial Advisory
Virginia
$4K +$1.51K +20 +65%
WL
482
WIT LLC
District of Columbia
$1.14K -$1.09M -14,432 -100%
MHR
483
Matthew Hamilton Rosenberg
$1K
GEA
484
Glen Eagle Advisors
New Jersey
$369
DACS
485
Dymon Asia Capital (Singapore)
Singapore
-$3.8M -47,862 Closed
SFS
486
Sowell Financial Services
Arkansas
-$3.58M -45,046 Closed
EH
487
Equitable Holdings
New York
-$1.72M -21,648 Closed
FWI
488
Facet Wealth Inc
Maryland
-$1.28M -16,116 Closed
FHA
489
First Horizon Advisors
Tennessee
-$1.22M -15,294 Closed
FCBT
490
First Citizens Bank & Trust
North Carolina
-$1.1M -13,852 Closed
CCG
491
Capital CS Group
California
-$1.03M -12,980 Closed
FC
492
Fulcrum Capital
Washington
-$1.01M -12,655 Closed
PPA
493
Parametric Portfolio Associates
Washington
-$890K -11,202 Closed
CS
494
Credit Suisse
Switzerland
-$861K -10,831 Closed
Renaissance Technologies
495
Renaissance Technologies
New York
-$810K -10,200 Closed
FA
496
Fiducient Advisors
Illinois
-$769K -9,663 Closed
AIM
497
Acropolis Investment Management
Missouri
-$612K -7,700 Closed
TCOV
498
Trust Company of Vermont
Vermont
-$505K -6,351 Closed
RMCM
499
Reynders McVeigh Capital Management
Massachusetts
-$382K -4,810 Closed
WWG
500
West Wealth Group
California
-$380K -4,790 Closed

ESGD Hedge Fund Activity: Q1 2022 in Review

483 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2022, worth a combined $6.05B — up 0.98% from $5.99B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of ESGD and 48 opened new positions — a net loss of 8 holders — while 129 trimmed existing stakes and 243 added.

The largest buyer was Jane Street, adding an estimated $256M. The largest seller was Envestnet Asset Management, cutting an estimated $87.7M.

  • 483 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $6.05B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2022, up 0.98% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2022 and 56 closed out, a net change of -8 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2022 was Jane Street, an estimated $256M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2022.