iShares ESG Aware MSCI EAFE ETF
ESGD
496 hedge funds and large institutions have $4.76B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 244 increasing their positions, 137 reducing their positions, and 36 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 137
3% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 36
0.6% more ownership
Funds ownership: 81.18% → 81.78% (+0.6%)
1% less funds holding
Funds holding: 499 → 496 (-3)
5% less funds holding in top 10
Funds holding in top 10: 21 → 20 (-1)
9% less capital invested
Capital invested by funds: $5.23B → $4.76B (-$471M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$35.2M |
| 2 |
Jane Street
New York
|
+$31.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$21.7M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$20.3M |
| 5 |
FC
Fulcrum Capital
Seattle,
Washington
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$29.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$27M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$19.3M |
| 4 |
BlackRock
New York
|
-$15.6M |
| 5 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$12.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSWG
526
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| – | -$15K | -236 | Closed |
|
527
Barclays
London,
United Kingdom
| – | -$14K | -223 | Closed |
|
|
TAM
528
Tucker Asset Management
Littleton,
Colorado
| – | -$10.7K | -170 | Closed |
|
|
NL
529
NVWM LLC
Yardley,
Pennsylvania
| – | -$4K | -67 | Closed |
|
|
HPC
530
HM Payson & Co
Portland,
Maine
| – | -$4K | -58 | Closed |
|
|
GI
531
Gradient Investments
Arden Hills,
Minnesota
| – | -$627 | -10 | -91% |
|
ESGD Hedge Fund Activity: Q3 2022 in Review
496 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2022, worth a combined $4.76B — down 9% from $5.23B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ESGD positions and 36 closed out — a net gain of 1 holder — while 244 added to existing stakes and 137 trimmed.
The largest buyer was TIAA FSB, adding an estimated $35.2M. The largest seller was Parcion Private Wealth, cutting an estimated $29.8M.
- 496 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2022, down from 499 in Q2 2022.
- Funds reported $4.76B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2022, down 9% quarter-over-quarter.
- 37 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2022 and 36 closed out, a net change of +1 holder.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2022 was TIAA FSB, an estimated $35.2M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2022 was Parcion Private Wealth, an estimated $29.8M sold.
Based on aggregated 13F filings for Q3 2022.