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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
HFS
626
Howard Financial Services
Texas
-$219K -2,596 Closed
MMHP
627
Murphy Middleton Hinkle & Parker
Georgia
-$217K -2,576 Closed
PFA
628
Pathway Financial Advisors
Vermont
-$215K -2,549 Closed
RDWM
629
Red Door Wealth Management
Tennessee
-$213K -2,532 Closed
AA
630
Auxano Advisors
Washington
-$212K -2,519 Closed
WA
631
Waverly Advisors
Alabama
-$208K -2,466 Closed
FC
632
Financial Council
Maryland
-$207K -2,464 Closed
HG
633
Harbor Group
New Hampshire
-$206K -2,451 Closed
UB
634
Umpqua Bank
Oregon
-$205K -2,434 Closed
LSA
635
L & S Advisors
California
-$204K -2,419 Closed
CFA
636
CWS Financial Advisors
Michigan
-$201K -2,383 Closed
BCG
637
BayBridge Capital Group
California
-$201K -2,382 Closed
LFA
638
LGT Financial Advisors
Texas
-$113K -1,347 Closed
HGA
639
Hobbs Group Advisors
South Carolina
-$60.4K -718 Closed
BGAI
640
Bruce G. Allen Investments
Colorado
-$38.3K -455 Closed
PPA
641
Painted Porch Advisors
California
-$15.2K -180 Closed
Harris Associates
642
Harris Associates
Illinois
-$9.09K -108 Closed
MIM
643
Macroview Investment Management
Maryland
-$4.46K -53 Closed
SCM
644
Sterling Capital Management
North Carolina
-$2.86K -34 Closed
TAM
645
Tucker Asset Management
Colorado
-$842 -10 Closed
HT
646
Headlands Technologies
Illinois
-$505 -6 Closed
AWM
647
Abound Wealth Management
Tennessee
-$85 -1 Closed

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.