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iShares ESG Aware MSCI EAFE ETF

382 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 46

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

21% more capital invested

Capital invested by funds: $3.84B → $4.64B (+$798M)

4% more funds holding

Funds holding: 369382 (+13)

1.82% more ownership

Funds ownership: 76.08%77.9% (+1.8%)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
40
Increased
244
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$11.3M +$2.61M +32,767 +30%
PFM
52
Parsec Financial Management
North Carolina
$10.9M +$1.1M +13,790 +11%
LSAG
53
Lake Street Advisors Group
New Hampshire
$10.5M +$3.75M +47,076 +57%
AIA
54
Ally Invest Advisors
North Carolina
$9.7M +$2.03M +25,478 +26%
NA
55
Nottingham Advisors
New York
$9.26M -$58.3K -733 -0.6%
SWA
56
SOA Wealth Advisors
New York
$9.11M -$67K -842 -0.7%
Allianz Asset Management
57
Allianz Asset Management
Germany
$8.93M -$159K -2,000 -2%
WCM
58
Windsor Capital Management
Arizona
$8.87M +$540K +6,786 +6%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$8.76M +$749K +9,416 +9%
EWM
60
Empirical Wealth Management
Washington
$8.74M +$1.68M +21,147 +24%
BDFN
61
Bond & Devick Financial Network
Minnesota
$8.52M +$422K +5,302 +5%
FNWM
62
Financial Network Wealth Management
Utah
$8.5M +$213K +2,677 +3%
PAS
63
Park Avenue Securities
New York
$8.43M -$275K -3,456 -3%
TWA
64
Tillar-Wenstrup Advisors
Ohio
$8.37M +$77.8K +977 +0.9%
REMPR
65
Roof Eidam Maycock Peralta (REMP)
California
$8.19M +$109K +1,370 +1%
Creative Planning
66
Creative Planning
Kansas
$7.6M -$4.02M -50,490 -34%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$7.22M +$1.06M +13,293 +17%
RJA
68
Raymond James & Associates
Florida
$6.86M -$335K -4,213 -5%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$6.85M +$1.16M +14,633 +20%
MWM
70
Mission Wealth Management
California
$6.51M +$267K +3,356 +4%
WI
71
WrapManager Inc
California
$5.99M +$8.52K +107 +0.1%
BHB
72
Bank Hapoalim BM
Israel
$5.85M
Natixis Advisors
73
Natixis Advisors
Massachusetts
$5.77M +$1.43M +17,910 +32%
CJA
74
C-J Advisory
California
$5.67M +$188K +2,356 +3%
PI
75
PFS Investments
Georgia
$5.45M +$626K +7,864 +13%

ESGD Hedge Fund Activity: Q2 2021 in Review

382 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2021, worth a combined $4.64B — up 21% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESGD positions and 21 closed out — a net gain of 19 holders — while 244 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Creative Planning, cutting an estimated $4.02M.

  • 382 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2021, up from 369 in Q1 2021.
  • Funds reported $4.64B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2021 and 21 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2021 was Bank of America, an estimated $132M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2021 was Creative Planning, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2021.