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iShares ESG Aware MSCI EAFE ETF

321 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 12

164% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 58

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

28% more capital invested

Capital invested by funds: $2.38B → $3.06B (+$677M)

21% more funds holding

Funds holding: 266321 (+55)

0.64% more ownership

Funds ownership: 76.06%76.71% (+0.64%)

Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.68%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
77
Increased
153
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$7.08M +$1.06M +15,504 +19%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$6.87M +$627K +9,186 +11%
Jane Street
53
Jane Street
New York
$6.79M +$1.52M +22,276 +32%
WCM
54
Windsor Capital Management
Arizona
$6.57M +$294K +4,301 +5%
Stifel Financial
55
Stifel Financial
Missouri
$6.42M +$537K +7,870 +10%
LSAG
56
Lake Street Advisors Group
New Hampshire
$6.05M -$106K -1,558 -2%
HighTower Advisors
57
HighTower Advisors
Illinois
$6.02M +$2.39M +34,979 +74%
WI
58
WrapManager Inc
California
$5.94M +$331K +4,841 +6%
EWM
59
Empirical Wealth Management
Washington
$5.59M +$1.26M +18,461 +32%
MWM
60
Mission Wealth Management
California
$5.39M +$97.9K +1,434 +2%
PAS
61
Park Avenue Securities
New York
$5.34M +$1.27M +18,626 +34%
AIA
62
Ally Invest Advisors
North Carolina
$5.07M +$1.58M +23,133 +50%
CJA
63
C-J Advisory
California
$4.87M +$193K +2,830 +4%
GCA
64
Greenwood Capital Associates
South Carolina
$4.83M +$1.11M +16,311 +33%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$4.72M +$936K +13,701 +27%
WWP
66
Waypoint Wealth Partners
California
$4.49M +$4.2M +61,465 New
MWM
67
Merriman Wealth Management
Washington
$4.11M +$3.16M +46,200 +462%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$4M +$1.12M +16,451 +43%
OBWP
69
O'Brien Wealth Partners
Massachusetts
$3.94M +$1.27M +18,602 +56%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$3.79M -$2.07M -30,310 -37%
Franklin Resources
71
Franklin Resources
California
$3.78M +$1.98K +29 +0.1%
LWP
72
Laurel Wealth Planning
Minnesota
$3.68M +$3.44M +50,374 New
SHGA
73
Sand Hill Global Advisors
California
$3.65M +$196K +2,874 +6%
SPIA
74
Steward Partners Investment Advisory
New York
$3.64M +$358K +5,235 +12%
BWM
75
Baystate Wealth Management
Massachusetts
$3.47M +$207K +3,029 +7%

ESGD Hedge Fund Activity: Q4 2020 in Review

321 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2020, worth a combined $3.06B — up 28% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ESGD positions and 12 closed out — a net gain of 65 holders — while 153 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $51M. The largest seller was Envestnet Asset Management, cutting an estimated $28.8M.

  • 321 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2020, up from 266 in Q3 2020.
  • Funds reported $3.06B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2020, up 28% quarter-over-quarter.
  • 77 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2020 and 12 closed out, a net change of +65 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2020 was Bank of America, an estimated $51M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2020.