We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

215 hedge funds and large institutions have $1.17B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 35

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

17% more capital invested

Capital invested by funds: $999M → $1.17B (+$169M)

8% more funds holding

Funds holding: 200 → 215 (+15)

6.88% more ownership

Funds ownership: 67.69% → 74.56% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
215
Holders Change
+15
Holders Change %
+7.5%
% of All Funds
4.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
107
Reduced
35
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$116M
2
Morgan Stanley
Morgan Stanley
New York
+$89.8M
3
Northern Trust
Northern Trust
Illinois
+$44M
4
Betterment LLC
Betterment LLC
New York
+$43.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$41.2M

Top Sellers

Rank Fund Capital Flow
1
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$10.7M
2
Jane Street
Jane Street
New York
-$7.61M
3
Creative Planning
Creative Planning
Kansas
-$6.85M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.32M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
51
Baystate Wealth Management
Massachusetts
$2.21M +$355K +5,649 +16%
RJA
52
Raymond James & Associates
Florida
$2.13M +$985K +15,652 +64%
TA
53
Tiedemann Advisors
New York
$2.13M +$1.99M +31,575 +372%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$2.1M +$818K +13,008 +49%
Osaic Holdings
55
Osaic Holdings
Arizona
$2.08M +$2.95M +46,944 New
Stifel Financial
56
Stifel Financial
Missouri
$1.98M +$580K +9,215 +33%
GCA
57
Greenwood Capital Associates
South Carolina
$1.92M +$2.27M +36,015 New
PAS
58
Park Avenue Securities
New York
$1.84M +$686K +10,896 +46%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.77M +$282K +4,482 +16%
FA
60
Financial Advisors
Massachusetts
$1.69M -$24.6K -391 -1%
US Bancorp
61
US Bancorp
Minnesota
$1.68M +$1.67M +26,601 +530%
Deutsche Bank
62
Deutsche Bank
Germany
$1.53M +$302K +4,795 +20%
FA
63
Fiducient Advisors
Illinois
$1.3M – – –
PGAM
64
Princeton Global Asset Management
New Jersey
$1.24M +$1.47M +23,360 New
SPIA
65
Steward Partners Investment Advisory
New York
$1.24M +$1.27M +20,193 +655%
SWM
66
SVA Wealth Management
Wisconsin
$1.24M +$70.2K +1,116 +5%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$1.23M +$306K +4,863 +27%
LGWM
68
Litman Gregory Wealth Management
California
$1.23M -$175K -2,778 -11%
FFG
69
Frisch Financial Group
New York
$1.21M +$1.43M +22,772 New
PWLP
70
Prio Wealth Limited Partnership
Massachusetts
$1.2M -$637K -10,120 -31%
FI
71
Financial Insights
Washington
$1.13M +$15.4K +245 +1%
AIA
72
Ally Invest Advisors
North Carolina
$1.06M +$917K +14,567 +268%
OBWP
73
O'Brien Wealth Partners
Massachusetts
$1.02M +$1.24M +19,690 New
EWM
74
Empirical Wealth Management
Washington
$1.01M +$388K +6,164 +48%
P
75
Pitcairn
Pennsylvania
$997K – – –
1 2
3
4 5

ESGD Hedge Fund Activity: Q1 2020 in Review

215 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2020, worth a combined $1.17B — up 17% from $999M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ESGD positions and 27 closed out — a net gain of 19 holders — while 107 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $116M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $10.7M.

  • 215 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2020, up from 200 in Q4 2019.
  • Funds reported $1.17B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2020, up 17% quarter-over-quarter.
  • 46 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2020 and 27 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2020 was Bank of America, an estimated $116M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2020 was F.L. Putnam Investment Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2020.