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iShares ESG Aware MSCI EAFE ETF

417 hedge funds and large institutions have $5.28B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 250 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

355% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 55

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

14% more capital invested

Capital invested by funds: $4.64B → $5.28B (+$638M)

9% more funds holding

Funds holding: 382417 (+35)

0.1% more ownership

Funds ownership: 77.9%78% (+0.1%)

Holders
417
Holders Change
+35
Holders Change %
+9.16%
% of All Funds
7.3%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
47
Increased
250
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$12M +$859K +10,706 +7%
AIA
52
Ally Invest Advisors
North Carolina
$11.6M +$2.03M +25,304 +21%
Wealthfront Advisers
53
Wealthfront Advisers
California
$11.1M +$9.16M +114,144 +413%
LSAG
54
Lake Street Advisors Group
New Hampshire
$10.1M -$53.9K -671 -0.5%
EWM
55
Empirical Wealth Management
Washington
$10.1M +$1.43M +17,831 +16%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$9.95M +$1.29M +16,085 +15%
WCM
57
Windsor Capital Management
Arizona
$9.27M +$482K +6,004 +5%
SWA
58
SOA Wealth Advisors
New York
$9.19M +$160K +1,992 +2%
FNWM
59
Financial Network Wealth Management
Utah
$8.63M +$206K +2,569 +2%
BDFN
60
Bond & Devick Financial Network
Minnesota
$8.49M +$40.1K +500 +0.5%
TWA
61
Tillar-Wenstrup Advisors
Ohio
$8.19M -$115K -1,434 -1%
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$8.02M -$109K -1,352 -1%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$7.95M +$810K +10,088 +11%
Jane Street
64
Jane Street
New York
$7.68M -$35.3M -439,596 -82%
OMC
65
Old Mission Capital
Illinois
$7.66M +$7.85M +97,740 New
TAIM
66
TD Ameritrade Investment Management
Nebraska
$7.42M -$5.8M -72,244 -38%
AA
67
Alesco Advisors
New York
$7.38M +$6.06M +75,435 +404%
NA
68
Nottingham Advisors
New York
$6.94M -$2.3M -28,651 -24%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$6.92M +$131K +1,633 +2%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$6.91M +$1.21M +15,096 +21%
Allianz Asset Management
71
Allianz Asset Management
Germany
$6.82M -$2.09M -26,000 -23%
RJA
72
Raymond James & Associates
Florida
$6.81M +$11.8K +147 +0.2%
5L
73
55I LLC
Massachusetts
$6.79M +$2.12M +26,398 +44%
MWM
74
Mission Wealth Management
California
$6.59M +$132K +1,649 +2%
PI
75
PFS Investments
Georgia
$6.48M +$842K +10,482 +15%

ESGD Hedge Fund Activity: Q3 2021 in Review

417 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2021, worth a combined $5.28B — up 14% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 9 closed out — a net gain of 38 holders — while 250 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $131M. The largest seller was Jane Street, cutting an estimated $35.3M.

  • 417 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2021, up from 382 in Q2 2021.
  • Funds reported $5.28B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2021 and 9 closed out, a net change of +38 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2021 was Bank of America, an estimated $131M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2021 was Jane Street, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2021.