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iShares ESG Aware MSCI EAFE ETF

483 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 243 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 129

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

3.97% more ownership

Funds ownership: 78.86%82.83% (+4%)

1% more capital invested

Capital invested by funds: $5.99B → $6.05B (+$58.6M)

3% less funds holding

Funds holding: 496483 (-13)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

Holders
483
Holders Change
-13
Holders Change %
-2.62%
% of All Funds
7.62%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
243
Reduced
129
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
51
High Note Wealth
Minnesota
$18.4M -$3.06M -40,632 -14%
Citadel Advisors
52
Citadel Advisors
Florida
$17.3M +$1.17M +15,505 +7%
MD
53
Money Design
Japan
$15.6M +$13.4M +178,411 +531%
PCIG
54
Partners Capital Investment Group
Massachusetts
$15M
TAIM
55
TD Ameritrade Investment Management
Nebraska
$14.6M -$441K -5,850 -3%
AIA
56
Ally Invest Advisors
North Carolina
$14.1M +$1.82M +24,215 +15%
EWM
57
Empirical Wealth Management
Washington
$13.1M +$1.59M +21,060 +14%
PFM
58
Parsec Financial Management
North Carolina
$12.5M +$1.33M +17,676 +12%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$12M +$1.37M +18,215 +13%
LSAG
60
Lake Street Advisors Group
New Hampshire
$11.8M +$2.23M +29,616 +23%
KAS
61
Kestra Advisory Services
Texas
$11.1M +$851K +11,294 +8%
MWM
62
Mission Wealth Management
California
$9.9M +$2.84M +37,700 +39%
OMC
63
Old Mission Capital
Illinois
$9.86M +$1.6M +21,260 +19%
AA
64
Alesco Advisors
New York
$9.8M +$566K +7,513 +6%
WCM
65
Windsor Capital Management
Arizona
$9.74M +$434K +5,761 +5%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$9.69M +$932K +12,381 +10%
FNWM
67
Financial Network Wealth Management
Utah
$9.51M +$1.28M +17,019 +15%
Truist Financial
68
Truist Financial
North Carolina
$9.34M -$1.24M -16,517 -12%
SWA
69
SOA Wealth Advisors
New York
$8.69M -$170K -2,252 -2%
PAS
70
Park Avenue Securities
New York
$8.55M -$4.72M -62,647 -35%
GC
71
Garde Capital
Washington
$8.12M +$4.29M +56,972 +107%
NA
72
Nottingham Advisors
New York
$7.74M +$778K +10,325 +11%
REMPR
73
Roof Eidam Maycock Peralta (REMP)
California
$7.49M -$339K -4,505 -4%
LWP
74
Laurel Wealth Planning
Minnesota
$7.3M +$3.27M +43,477 +78%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$7.26M +$453K +6,010 +7%

ESGD Hedge Fund Activity: Q1 2022 in Review

483 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2022, worth a combined $6.05B — up 0.98% from $5.99B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of ESGD and 48 opened new positions — a net loss of 8 holders — while 129 trimmed existing stakes and 243 added.

The largest buyer was Jane Street, adding an estimated $256M. The largest seller was Envestnet Asset Management, cutting an estimated $87.7M.

  • 483 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $6.05B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2022, up 0.98% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2022 and 56 closed out, a net change of -8 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2022 was Jane Street, an estimated $256M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2022.