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iShares ESG Aware MSCI EAFE ETF
ESGD

586 hedge funds and large institutions have $6.95B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 183 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 183

7% more capital invested

Capital invested by funds: $6.47B → $6.95B (+$479M)

1% more funds holding

Funds holding: 581 → 586 (+5)

1.1% less ownership

Funds ownership: 80.54% → 79.44% (-1.1%)

6% less funds holding in top 10

Funds holding in top 10: 17 → 16 (-1)

Holders
586
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
8.41%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
45
Increased
217
Reduced
183
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.3M
2
Northern Trust
Northern Trust
Illinois
+$20.6M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$11.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10M
5
WANY
Wealthspire Advisors (New York)
New York
+$9.24M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$22.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.25M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$8.73M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.26M
5
CAM
Clarity Asset Management
Iowa
-$5.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
526
Spire Wealth Management
Virginia
$49.2K -$53.9K -667 -53%
CIBC Private Wealth Group
527
CIBC Private Wealth Group
Georgia
$47.7K – – –
CFFP
528
Center for Financial Planning
Michigan
$45.9K – – –
CAS
529
Coppell Advisory Solutions
Texas
$45.1K -$26.6K -329 -38%
ST
530
Smithfield Trust
Pennsylvania
$42K – – –
Bank of Montreal
531
Bank of Montreal
Ontario, Canada
$40.6K – – –
BGAI
532
Bruce G. Allen Investments
Colorado
$38.3K – – –
RWM
533
Ruedi Wealth Management
Illinois
$38.3K – – –
M
534
MOTCO
Texas
$37.5K – – –
SSB
535
Sandy Spring Bank
Maryland
$36.8K -$14K -173 -28%
RA
536
Rise Advisors
New York
$36.4K – – –
LOIP
537
Live Oak Investment Partners
Texas
$35.2K – – –
NSIM
538
North Star Investment Management
Illinois
$33.9K -$70.1K -868 -68%
NB
539
NBT Bank
New York
$31.7K +$30.5K +377 New
IHWM
540
Iron Horse Wealth Management
Iowa
$30.4K – – –
LWA
541
Lowe Wealth Advisors
Maryland
$29.5K – – –
AWM
542
Atticus Wealth Management
Florida
$29K – – –
CIAS
543
Capital Investment Advisory Services
North Carolina
$27.8K – – –
CCMI
544
Creative Capital Management Investments
California
$27K – – –
WCM
545
Winthrop Capital Management
Indiana
$27K – – –
HIA
546
Harbor Investment Advisory
Maryland
$26.2K – – –
TIM
547
Tortoise Investment Management
New York
$22.4K – – –
HPC
548
HM Payson & Co
Maine
$21.6K +$1.94K +24 +10%
AWM
549
Aspire Wealth Management
Massachusetts
$19.3K – – –
Bessemer Group
550
Bessemer Group
New Jersey
$19K – – –
20 21
22
23 24

ESGD Hedge Fund Activity: Q3 2024 in Review

586 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2024, worth a combined $6.95B — up 7.4% from $6.47B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ESGD positions and 29 closed out — a net gain of 16 holders — while 217 added to existing stakes and 183 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.3M. The largest seller was TIAA Trust, National Association, cutting an estimated $22.5M.

  • 586 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2024, up from 581 in Q2 2024.
  • Funds reported $6.95B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 45 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2024 and 29 closed out, a net change of +16 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2024 was Fidelity Investments, an estimated $29.3M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2024.