iShares ESG Aware MSCI EAFE ETF
ESGD
574 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 232 increasing their positions, 181 reducing their positions, and 32 closing their positions.
34% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 32
28% more repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 181
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
1% more capital invested
Capital invested by funds: $6.51B → $6.58B (+$67M)
0% less funds holding
Funds holding: 576 → 574 (-2)
4.52% less ownership
Funds ownership: 85.31% → 80.78% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
Ellevest Inc
New York
|
+$50.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$29M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$27.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$19.1M |
| 5 |
Betterment LLC
New York
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$354M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$50.2M |
| 3 |
BlackRock
New York
|
-$31.5M |
| 4 |
Jane Street
New York
|
-$23.2M |
| 5 |
Empower Advisory Group
Greenwood Village,
Colorado
|
-$14.4M |
ESGD Hedge Fund Activity: Q1 2024 in Review
574 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2024, worth a combined $6.58B — up 1% from $6.51B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new ESGD positions and 32 closed out — a net gain of 11 holders — while 232 added to existing stakes and 181 trimmed.
The largest buyer was Ellevest Inc, adding an estimated $50.7M. The largest seller was Morgan Stanley, cutting an estimated $354M.
- 574 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2024, down from 576 in Q4 2023.
- Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2024, up 1% quarter-over-quarter.
- 43 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2024 and 32 closed out, a net change of +11 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2024 was Ellevest Inc, an estimated $50.7M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2024 was Morgan Stanley, an estimated $354M sold.
Based on aggregated 13F filings for Q1 2024.