iShares ESG Aware MSCI EAFE ETF
ESGD
50 hedge funds and large institutions have $41.3M invested in iShares ESG Aware MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 2 closing their positions.
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
35% more funds holding
Funds holding: 37 → 50 (+13)
11.94% less ownership
Funds ownership: 44.02% → 32.08% (-12%)
25% less capital invested
Capital invested by funds: $55.4M → $41.3M (-$14.1M)
Top Buyers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$1.41M |
| 2 |
PO
Private Ocean
San Rafael,
California
|
+$1.33M |
| 3 |
Goldman Sachs
New York
|
+$1.3M |
| 4 |
JP Morgan Chase
New York
|
+$1.01M |
| 5 |
Morgan Stanley
New York
|
+$667K |
Top Sellers
| 1 |
BlackRock
New York
|
-$21.8M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.03M |
| 3 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$950K |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$531K |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$423K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Brown Advisory
Baltimore,
Maryland
| – | -$531K | -8,018 | Closed |
|
|
LYV
52
Live Your Vision
West Conshohocken,
Pennsylvania
| – | +$403 | +6 | New |
|
ESGD Hedge Fund Activity: Q4 2017 in Review
50 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2017, worth a combined $41.3M — down 25% from $55.4M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ESGD positions and 2 closed out — a net gain of 13 holders — while 20 added to existing stakes and 6 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $1.41M. The largest seller was BlackRock, cutting an estimated $21.8M.
- 50 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2017, up from 37 in Q3 2017.
- Funds reported $41.3M of iShares ESG Aware MSCI EAFE ETF stock for Q4 2017, down 25% quarter-over-quarter.
- 15 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2017 and 2 closed out, a net change of +13 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2017 was Stifel Financial, an estimated $1.41M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2017 was BlackRock, an estimated $21.8M sold.
Based on aggregated 13F filings for Q4 2017.