iShares ESG Aware MSCI EAFE ETF
ESGD
576 hedge funds and large institutions have $6.51B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 230 increasing their positions, 191 reducing their positions, and 44 closing their positions.
64% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 44
20% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 191
14% more capital invested
Capital invested by funds: $5.7B → $6.51B (+$807M)
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
4% more funds holding
Funds holding: 553 → 576 (+23)
3.83% more ownership
Funds ownership: 81.48% → 85.31% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$350M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.9M |
| 3 |
Jane Street
New York
|
+$26.4M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$12M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$59M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$57.8M |
| 3 |
EI
Ellevest Inc
New York
|
-$43.7M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$19.3M |
| 5 |
Empower Advisory Group
Greenwood Village,
Colorado
|
-$16.8M |
ESGD Hedge Fund Activity: Q4 2023 in Review
576 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2023, worth a combined $6.51B — up 14% from $5.7B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new ESGD positions and 44 closed out — a net gain of 28 holders — while 230 added to existing stakes and 191 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $350M. The largest seller was Northern Trust, cutting an estimated $59M.
- 576 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2023, up from 553 in Q3 2023.
- Funds reported $6.51B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 72 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2023 and 44 closed out, a net change of +28 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2023 was Morgan Stanley, an estimated $350M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2023 was Northern Trust, an estimated $59M sold.
Based on aggregated 13F filings for Q4 2023.