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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
GWM
526
Geneos Wealth Management
Colorado
$60.9K +$4.93K +62 +8%
IWP
527
IAG Wealth Partners
Wisconsin
$58.2K
TCM
528
TD Capital Management
Tennessee
$55.6K +$796 +10 +1%
CFGS
529
Concourse Financial Group Securities
Alabama
$54.9K
KB
530
Kimelman & Baird
New York
$52.7K
VAG
531
VisionPoint Advisory Group
Texas
$51.7K +$54.3K +682 New
PCFFS
532
Pacific Center for Financial Services
California
$51.2K
YAL
533
Your Advocates Ltd
Texas
$51.2K +$239 +3 +0.4%
AA
534
Ancora Advisors
Ohio
$50K
EA
535
Evolution Advisers
Virginia
$49K
FWP
536
FAS Wealth Partners
Kansas
$48.5K +$2.71K +34 +6%
AIC
537
Archer Investment Corporation
Indiana
$48.3K
CIA
538
Cape Investment Advisory
Georgia
$48.3K
VHAM
539
Van Hulzen Asset Management
California
$47.7K +$49.9K +627 New
LFG
540
Larson Financial Group
Missouri
$47.7K +$2.23K +28 +5%
TWC
541
TD Waterhouse Canada
Ontario, Canada
$45.6K
SWM
542
Spire Wealth Management
Virginia
$44.5K
CIBC Private Wealth Group
543
CIBC Private Wealth Group
Georgia
$43.4K
UB
544
UMB Bank
Missouri
$43.2K +$45.2K +568 New
RWM
545
Rialto Wealth Management
New York
$42.9K +$44.9K +564 New
CFFP
546
Center for Financial Planning
Michigan
$41.5K
AWM
547
Avior Wealth Management
Nebraska
$38.1K +$39.8K +500 New
ST
548
Smithfield Trust
Pennsylvania
$38K
RWM
549
Ruedi Wealth Management
Illinois
$36.5K +$1.99K +25 +5%
RPA
550
Redwood Park Advisors
California
$35.7K +$37.3K +469 New

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.