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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
TCM
576
Tradewinds Capital Management
Washington
$13.1K +$13.7K +172 New
AWM
577
AE Wealth Management
Kansas
$12.6K +$13.2K +166 New
CWM
578
Copia Wealth Management
Oregon
$12.5K +$13K +164 New
BF
579
BOK Financial
Oklahoma
$12.1K
FHA
580
First Horizon Advisors
Tennessee
$11.9K -$282K -3,538 -96%
WT
581
Washington Trust
Rhode Island
$11.8K
GWM
582
Grand Wealth Management
Michigan
$11.2K +$1.03K +13 +10%
SMA
583
Sage Mountain Advisors
Georgia
$11.1K
CFS
584
Compass Financial Services
Iowa
$10.4K +$10.9K +137 New
TFA
585
Toth Financial Advisory
Virginia
$9.18K -$1.11K -14 -10%
T
586
Transce3nd
Texas
$9.14K +$9.55K +120 New
CFD
587
Creative Financial Designs
Indiana
$8.38K
SRCM
588
Signature Resources Capital Management
California
$7.54K
DRP
589
Decker Retirement Planning
Utah
$7.08K +$7.4K +93 New
SIS
590
Sound Income Strategies
Florida
$7K
FFA
591
Frazier Financial Advisors
Ohio
$6.84K -$239 -3 -3%
CTWM
592
Cherry Tree Wealth Management
Minnesota
$6.78K
CA
593
Centerpoint Advisors
Massachusetts
$6K +$2.39K +30 +63%
BNP Paribas Financial Markets
594
BNP Paribas Financial Markets
France
$5.86K -$48.2K -606 -89%
FCMT
595
Founders Capital Management (Texas)
Texas
$5.56K
PA
596
PSI Advisors
Florida
$5.17K
CSWM
597
Cassady Schiller Wealth Management
Ohio
$5.1K
SAM
598
Smartleaf Asset Management
Massachusetts
$4.87K -$159 -2 -3%
TRCT
599
Tower Research Capital (TRC)
New York
$4.57K +$4.77K +60 New
NC
600
NewSquare Capital
Pennsylvania
$4.34K

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.