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iShares ESG Aware MSCI EAFE ETF

607 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

79% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 156

4% more funds holding

Funds holding: 586607 (+21)

2.41% more ownership

Funds ownership: 79.44%81.85% (+2.4%)

5% less capital invested

Capital invested by funds: $6.95B → $6.58B (-$366M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
607
Holders Change
+21
Holders Change %
+3.58%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
501
Bellwether Advisors
Nebraska
$131K +$137K +1,717 New
C
502
Covestor
United Kingdom
$127K -$3.66K -46 -3%
GC
503
Gould Capital
Washington
$123K
KHC
504
Koesten Hirschmann & Crabtree
Kansas
$120K +$7.56K +95 +6%
EWA
505
EverSource Wealth Advisors
Alabama
$117K +$318 +4 +0.3%
Russell Investments Group
506
Russell Investments Group
United Kingdom
$116K -$3.1K -39 -2%
SC
507
Stance Capital
Massachusetts
$115K +$120K +1,504 New
AssetMark Inc
508
AssetMark Inc
California
$111K +$61.7K +776 +113%
CA
509
Clearstead Advisors
Ohio
$107K
FVIM
510
Fort Vancouver Investment Management
Washington
$102K
WSFS
511
Wilmington Savings Fund Society
Delaware
$93.7K +$3.58K +45 +4%
CAS
512
Coppell Advisory Solutions
Texas
$88.1K +$49.6K +624 +117%
IRC
513
Investors Research Corp
Georgia
$86.6K
BL
514
BFSG LLC
California
$84.8K
AWM
515
AllSquare Wealth Management
New York
$83.4K
AF
516
Allworth Financial
California
$83.4K +$18.7K +235 +28%
TC
517
Trust Company
Kansas
$80K +$5.33K +67 +7%
FFA
518
Founders Financial Alliance
North Carolina
$72.3K
HC
519
Hurley Capital
New York
$70.7K +$73.9K +929 New
RP
520
Rice Partnership
Hawaii
$69.7K +$11.8K +148 +19%
4FG
521
4Thought Financial Group
New York
$66.2K
PGAM
522
Princeton Global Asset Management
New Jersey
$65.7K +$68.7K +863 New
PP
523
Pacifica Partners
Canada
$64.5K
PFM
524
Phillips Financial Management
Indiana
$64.2K +$5.73K +72 +9%
FGC
525
Financial Gravity Companies
Texas
$61K -$1.59K -20 -2%

ESGD Hedge Fund Activity: Q4 2024 in Review

607 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2024, worth a combined $6.58B — down 5.3% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ESGD positions and 38 closed out — a net gain of 35 holders — while 280 added to existing stakes and 156 trimmed.

The largest buyer was Northern Trust, adding an estimated $77.4M. The largest seller was Fifth Third Bancorp, cutting an estimated $33.5M.

  • 607 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 73 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2024 was Northern Trust, an estimated $77.4M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2024 was Fifth Third Bancorp, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2024.