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iShares ESG Aware MSCI EAFE ETF
ESGD

581 hedge funds and large institutions have $6.47B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 246 increasing their positions, 196 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

26% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 196

1% more funds holding

Funds holding: 574 → 581 (+7)

0.24% less ownership

Funds ownership: 80.78% → 80.54% (-0.24%)

2% less capital invested

Capital invested by funds: $6.58B → $6.47B (-$109M)

19% less funds holding in top 10

Funds holding in top 10: 21 → 17 (-4)

Holders
581
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
8.39%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
37
Increased
246
Reduced
196
Closed
24
Calls
$47K
Puts
–
Net Calls
+$47K
Net Calls Change
+$47K

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$51.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.5M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$13.6M
4
EWA
EP Wealth Advisors
California
+$9.79M
5
AA
Acorns Advisers
California
+$6.17M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$52.2M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$33.7M
3
FA
Forefront Analytics
Pennsylvania
-$16.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$13.7M
5
Morgan Stanley
Morgan Stanley
New York
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
551
Live Oak Investment Partners
Texas
$13.1K – – –
TFF
552
The Family Firm
Maryland
$12.3K +$12.4K +156 New
WT
553
Washington Trust
Rhode Island
$12.2K – – –
TFA
554
Toth Financial Advisory
Virginia
$12.2K +$79 +1 +0.6%
BFEC
555
Benjamin F. Edwards & Company
Missouri
$12K – – –
SMA
556
Sage Mountain Advisors
Georgia
$11.5K – – –
GWM
557
Grand Wealth Management
Michigan
$10.6K -$190K -2,391 -95%
ATPW
558
Ashton Thomas Private Wealth
Arizona
$9.06K +$9.13K +115 New
CFD
559
Creative Financial Designs
Indiana
$8.67K – – –
OWA
560
Opal Wealth Advisors
New York
$8.27K +$8.34K +105 New
SRCM
561
Signature Resources Capital Management
California
$7.8K -$7.7K -97 -49%
FFA
562
Frazier Financial Advisors
Ohio
$7.3K +$159 +2 +2%
SIS
563
Sound Income Strategies
Florida
$7.25K – – –
CTWM
564
Cherry Tree Wealth Management
Minnesota
$7.01K – – –
FCMT
565
Founders Capital Management (Texas)
Texas
$5.75K +$5.8K +73 New
PA
566
PSI Advisors
Florida
$5.28K +$159 +2 +3%
CSWM
567
Cassady Schiller Wealth Management
Ohio
$5.28K – – –
SAM
568
Smartleaf Asset Management
Massachusetts
$5.19K – – –
MIM
569
Macroview Investment Management
Maryland
$4.17K -$2.38K -30 -36%
LWCFA
570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.16K – – –
CA
571
Centerpoint Advisors
Massachusetts
$4K +$715 +9 +23%
FNWA
572
Financial Network Wealth Advisors
Utah
$3.78K +$3.81K +48 New
Optiver Holding
573
Optiver Holding
Netherlands
$3.23K – – –
WIA
574
Wetzel Investment Advisors
Indiana
$2.72K – – –
BC
575
Barrett & Company
Rhode Island
$2.13K – – –
21 22
23
24 25

ESGD Hedge Fund Activity: Q2 2024 in Review

581 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2024, worth a combined $6.47B — down 1.7% from $6.58B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESGD positions and 24 closed out — a net gain of 13 holders — while 246 added to existing stakes and 196 trimmed.

The largest buyer was Northern Trust, adding an estimated $51.3M. The largest seller was Betterment LLC, cutting an estimated $52.2M.

  • 581 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2024, up from 574 in Q1 2024.
  • Funds reported $6.47B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2024 and 24 closed out, a net change of +13 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2024 was Northern Trust, an estimated $51.3M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2024 was Betterment LLC, an estimated $52.2M sold.

Based on aggregated 13F filings for Q2 2024.