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iShares ESG Aware MSCI EAFE ETF
ESGD

545 hedge funds and large institutions have $5.69B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 227 increasing their positions, 180 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

26% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 180

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

3% more capital invested

Capital invested by funds: $5.52B → $5.69B (+$168M)

0.67% more ownership

Funds ownership: 82.38% → 83.05% (+0.67%)

0% more funds holding

Funds holding: 545 → 545 (0)

Holders
545
Holders Change
–
Holders Change %
0%
% of All Funds
8.69%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
47
Increased
227
Reduced
180
Closed
33
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$33K

Top Buyers

Rank Fund Capital Flow
1
SWG
Summit Wealth Group
Vermont
+$177M
2
JP Morgan Chase
JP Morgan Chase
New York
+$27M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.1M
4
FA
Forefront Analytics
Pennsylvania
+$19.2M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$19.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$163M
2
Jane Street
Jane Street
New York
-$94.8M
3
EWA
EP Wealth Advisors
California
-$21.7M
4
Goldman Sachs
Goldman Sachs
New York
-$21M
5
KAS
Kestra Advisory Services
Texas
-$17.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RP
526
Rice Partnership
Hawaii
$10.3K +$1.26K +18 +14%
CWA
527
Clearview Wealth Advisors
Oregon
$10.3K +$772 +11 +8%
TRCT
528
Tower Research Capital (TRC)
New York
$10K -$887K -12,641 -99%
APC
529
Aspire Private Capital
North Carolina
$9.12K +$1.4K +20 +19%
KFS
530
Kelly Financial Services
Massachusetts
$8.68K +$3.16K +45 +59%
RWM
531
Ruedi Wealth Management
Illinois
$7.88K +$7.72K +110 New
GFPC
532
Global Financial Private Client
Florida
$7.61K – – –
TWP
533
TFO Wealth Partners
Ohio
$6.47K -$12K -171 -66%
MIM
534
Macroview Investment Management
Maryland
$5.89K – – –
FCA
535
Fortis Capital Advisors
Kansas
$3.88K – – –
TCWA
536
Ten Capital Wealth Advisors
Washington
$3.88K – – –
TFA
537
Toth Financial Advisory
Virginia
$3.75K – – –
ME
538
McIlrath & Eck
Washington
$3.59K – – –
BC
539
Barrett & Company
Rhode Island
$1.94K – – –
TAM
540
Tucker Asset Management
Colorado
$1.87K – – –
AFS
541
Annapolis Financial Services
Maryland
$1.65K +$1.61K +23 New
KM
542
Kalos Management
Georgia
$1.58K +$1.54K +22 New
GEA
543
Glen Eagle Advisors
New Jersey
$359 – – –
FGAM
544
Financial Gravity Asset Management
Texas
$88 +$85.1K +1,213 New
GI
545
Gradient Investments
Minnesota
$72 – – –
FTUS
546
Flow Traders U.S.
New York
– -$11M -167,352 Closed
LGWM
547
Litman Gregory Wealth Management
California
– -$5.14M -78,205 Closed
OMC
548
Old Mission Capital
Illinois
– -$3.96M -60,175 Closed
PG
549
Prostatis Group
Maryland
– -$2.36M -35,907 Closed
PSCM
550
Per Stirling Capital Management
Texas
– -$1.2M -18,298 Closed
20 21
22
23 24

ESGD Hedge Fund Activity: Q1 2023 in Review

545 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2023, worth a combined $5.69B — up 3% from $5.52B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 33 closed out — a net gain of 14 holders — while 227 added to existing stakes and 180 trimmed.

The largest buyer was Summit Wealth Group, adding an estimated $177M. The largest seller was Bank of America, cutting an estimated $163M.

  • 545 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $5.69B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2023, up 3% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2023 and 33 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $177M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2023 was Bank of America, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2023.