iShares ESG Aware MSCI EAFE ETF
ESGD
99 hedge funds and large institutions have $167M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 12 reducing their positions, and 5 closing their positions.
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
233% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 12
56% more capital invested
Capital invested by funds: $107M → $167M (+$60.1M)
22% more funds holding
Funds holding: 81 → 99 (+18)
5.74% more ownership
Funds ownership: 37.76% → 43.5% (+5.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.61M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$7.2M |
| 4 |
Morgan Stanley
New York
|
+$6.76M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.07M |
| 2 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$1.21M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$418K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$292K |
| 5 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$256K |
ESGD Hedge Fund Activity: Q3 2018 in Review
99 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2018, worth a combined $167M — up 56% from $107M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ESGD positions and 5 closed out — a net gain of 19 holders — while 40 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $12.3M. The largest seller was Jane Street, cutting an estimated $3.07M.
- 99 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2018, up from 81 in Q2 2018.
- Funds reported $167M of iShares ESG Aware MSCI EAFE ETF stock for Q3 2018, up 56% quarter-over-quarter.
- 24 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2018 and 5 closed out, a net change of +19 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2018 was Bank of America, an estimated $12.3M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2018 was Jane Street, an estimated $3.07M sold.
Based on aggregated 13F filings for Q3 2018.