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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
MSFS
501
Main Street Financial Solutions
Pennsylvania
-$353K -4,440 Closed
CWM
502
Chicago Wealth Management
Illinois
-$348K -4,374 Closed
CPO
503
Cerity Partners OCIO
New York
-$331K -4,165 Closed
VWM
504
Venturi Wealth Management
Texas
-$293K -3,689 Closed
Millennium Management
505
Millennium Management
New York
-$288K -3,629 Closed
PCA
506
Pallas Capital Advisors
Massachusetts
-$268K -3,470 Closed
SIM
507
Seaview Investment Managers
Florida
-$263K -3,315 Closed
FCH
508
Freestone Capital Holdings
Washington
-$260K -3,273 Closed
SWA
509
Stratos Wealth Advisors
Ohio
-$239K -3,013 Closed
CT
510
Columbia Trust
Oregon
-$236K -3,005 Closed
SPAS
511
Spectrum Planning & Advisory Services
California
-$236K -2,971 Closed
WS
512
Wedbush Securities
California
-$235K -2,961 Closed
MFW
513
Meristem Family Wealth
Minnesota
-$228K -2,864 Closed
TI
514
tru Independence
Oregon
-$216K -2,718 Closed
CT
515
Coastline Trust
Rhode Island
-$214K -2,684 Closed
TCA
516
Transcend Capital Advisors
New Jersey
-$212K -2,672 Closed
UCFA
517
United Capital Financial Advisors
Texas
-$212K -2,662 Closed
FCI
518
Financial Counselors Inc
Kansas
-$207K -2,605 Closed
WC
519
Weil Company
California
-$207K -2,605 Closed
P
520
Palladiem
Pennsylvania
-$207K -2,604 Closed
WA
521
WBH Advisory
Maryland
-$204K -2,570 Closed
AC
522
Arjuna Capital
North Carolina
-$130K -1,641 Closed
EC
523
Estate Counselors
Wisconsin
-$106K -1,340 Closed
CWS
524
Confluence Wealth Services
Pennsylvania
-$68K -868 Closed
SFPG
525
Stonebridge Financial Planning Group
Florida
-$51K -675 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.