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iShares ESG Aware MSCI EAFE ETF
ESGD

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 40

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

64% more capital invested

Capital invested by funds: $1.17B → $1.92B (+$749M)

14% more funds holding

Funds holding: 215 → 245 (+30)

3.77% more ownership

Funds ownership: 74.56% → 78.33% (+3.8%)

Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.02%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$133M
2
Bank of America
Bank of America
North Carolina
+$61.8M
3
ST
Spinnaker Trust
Maine
+$55.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.4M
5
Northern Trust
Northern Trust
Illinois
+$36.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.27M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.36M
3
CWM
Connecticut Wealth Management
Connecticut
-$984K
4
GTAM
Global Trust Asset Management
Florida
-$537K
5
Deutsche Bank
Deutsche Bank
Germany
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Mission Wealth Management
California
$4.04M +$1.1M +19,086 +40%
CJA
52
C-J Advisory
California
$3.9M +$1.24M +21,647 +51%
Franklin Resources
53
Franklin Resources
California
$3.28M +$2.95M +51,336 New
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$3.11M -$147K -2,552 -5%
PGAM
55
Princeton Global Asset Management
New Jersey
$3.11M +$1.61M +28,008 +120%
PAS
56
Park Avenue Securities
New York
$2.78M +$644K +11,223 +32%
EWM
57
Empirical Wealth Management
Washington
$2.76M +$1.52M +26,523 +139%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$2.62M +$211K +3,681 +9%
SHGA
59
Sand Hill Global Advisors
California
$2.62M +$2.08M +36,197 +520%
Stifel Financial
60
Stifel Financial
Missouri
$2.61M +$338K +5,883 +16%
BWM
61
Baystate Wealth Management
Massachusetts
$2.6M +$85.9K +1,497 +4%
GCA
62
Greenwood Capital Associates
South Carolina
$2.52M +$318K +5,534 +15%
BWP
63
BSW Wealth Partners
Colorado
$2.49M -$54.5K -949 -2%
HighTower Advisors
64
HighTower Advisors
Illinois
$2.44M +$394K +6,868 +21%
RJA
65
Raymond James & Associates
Florida
$2.27M -$151K -2,630 -7%
BWM
66
BigSur Wealth Management
Florida
$2.12M +$1.15M +20,000 +133%
OBWP
67
O'Brien Wealth Partners
Massachusetts
$1.84M +$586K +10,210 +52%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$1.8M +$372K +6,481 +28%
Citadel Advisors
69
Citadel Advisors
Florida
$1.76M -$8.27M -143,978 -83%
FA
70
Financial Advisors
Massachusetts
$1.75M -$164K -2,849 -9%
SPIA
71
Steward Partners Investment Advisory
New York
$1.73M +$298K +5,199 +22%
AIA
72
Ally Invest Advisors
North Carolina
$1.66M +$427K +7,443 +37%
LGWM
73
Litman Gregory Wealth Management
California
$1.51M +$107K +1,868 +8%
FA
74
Fiducient Advisors
Illinois
$1.5M +$13.4K +233 +1%
SWM
75
SVA Wealth Management
Wisconsin
$1.43M +$20.6K +359 +2%
1 2
3
4 5

ESGD Hedge Fund Activity: Q2 2020 in Review

245 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2020, worth a combined $1.92B — up 64% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 16 closed out — a net gain of 31 holders — while 134 added to existing stakes and 40 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $8.27M.

  • 245 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2020, up from 215 in Q1 2020.
  • Funds reported $1.92B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2020, up 64% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2020 and 16 closed out, a net change of +31 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2020 was Fifth Third Bancorp, an estimated $133M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2020 was Citadel Advisors, an estimated $8.27M sold.

Based on aggregated 13F filings for Q2 2020.