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iShares ESG Aware MSCI EAFE ETF
ESGD

574 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 232 increasing their positions, 181 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

28% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 181

11% more funds holding in top 10

Funds holding in top 10: 19 → 21 (+2)

1% more capital invested

Capital invested by funds: $6.51B → $6.58B (+$67M)

0% less funds holding

Funds holding: 576 → 574 (-2)

4.52% less ownership

Funds ownership: 85.31% → 80.78% (-4.5%)

Holders
574
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.27%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
43
Increased
232
Reduced
181
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EI
Ellevest Inc
New York
+$50.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$29M
3
Northern Trust
Northern Trust
Illinois
+$27.8M
4
Bank of America
Bank of America
North Carolina
+$19.1M
5
Betterment LLC
Betterment LLC
New York
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$354M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$50.2M
3
BlackRock
BlackRock
New York
-$31.5M
4
Jane Street
Jane Street
New York
-$23.2M
5
Empower Advisory Group
Empower Advisory Group
Colorado
-$14.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
551
Toth Financial Advisory
Virginia
$12.3K -$8.04K -105 -41%
BFEC
552
Benjamin F. Edwards & Company
Missouri
$12K – – –
SMA
553
Sage Mountain Advisors
Georgia
$11.7K +$1.46K +19 +15%
RWM
554
Ruedi Wealth Management
Illinois
$8.89K +$153 +2 +2%
CFD
555
Creative Financial Designs
Indiana
$8.79K – – –
SIS
556
Sound Income Strategies
Florida
$7.35K – – –
FFA
557
Frazier Financial Advisors
Ohio
$7.27K +$6.97K +91 New
CTWM
558
Cherry Tree Wealth Management
Minnesota
$7.11K – – –
MIM
559
Macroview Investment Management
Maryland
$6.63K – – –
GWP
560
Gen-Wealth Partners
Michigan
$5.99K +$5.75K +75 New
CSWM
561
Cassady Schiller Wealth Management
Ohio
$5.35K – – –
SAM
562
Smartleaf Asset Management
Massachusetts
$5.29K – – –
PA
563
PSI Advisors
Florida
$5.26K – – –
SC
564
SouthState Corp
Florida
$4.79K +$4.6K +60 New
LWCFA
565
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.94K +$3.91K +51 New
Optiver Holding
566
Optiver Holding
Netherlands
$3.28K – – –
CA
567
Centerpoint Advisors
Massachusetts
$3K +$536 +7 +22%
WIA
568
Wetzel Investment Advisors
Indiana
$2.59K – – –
KFS
569
Kelly Financial Services
Massachusetts
$2.47K – – –
BC
570
Barrett & Company
Rhode Island
$2.16K – – –
TAM
571
Tucker Asset Management
Colorado
$2.08K – – –
GI
572
Gradient Investments
Minnesota
$1.44K +$1.3K +17 +1,700%
AssetMark Inc
573
AssetMark Inc
California
$1.04K +$306 +4 +44%
GFPC
574
Global Financial Private Client
Florida
$477 – – –
BTI
575
Blue Trust Inc
Georgia
$400 – – –
21 22
23
24 25

ESGD Hedge Fund Activity: Q1 2024 in Review

574 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2024, worth a combined $6.58B — up 1% from $6.51B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ESGD positions and 32 closed out — a net gain of 11 holders — while 232 added to existing stakes and 181 trimmed.

The largest buyer was Ellevest Inc, adding an estimated $50.7M. The largest seller was Morgan Stanley, cutting an estimated $354M.

  • 574 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2024, down from 576 in Q4 2023.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2024, up 1% quarter-over-quarter.
  • 43 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2024 and 32 closed out, a net change of +11 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2024 was Ellevest Inc, an estimated $50.7M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2024 was Morgan Stanley, an estimated $354M sold.

Based on aggregated 13F filings for Q1 2024.