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iShares ESG Aware MSCI EAFE ETF

607 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

79% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 156

4% more funds holding

Funds holding: 586607 (+21)

2.41% more ownership

Funds ownership: 79.44%81.85% (+2.4%)

5% less capital invested

Capital invested by funds: $6.95B → $6.58B (-$366M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
607
Holders Change
+21
Holders Change %
+3.58%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
51
Partners Capital Investment Group
Massachusetts
$18.4M +$154K +1,938 +0.8%
AG
52
AlTi Global
New York
$17.9M -$190K -2,394 -1%
MML Investors Services
53
MML Investors Services
Massachusetts
$17.4M +$566K +7,112 +3%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$16.8M +$669K +8,407 +4%
LSAG
55
Lake Street Advisors Group
New Hampshire
$16.6M -$237K -2,981 -1%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$16.3M -$485K -6,095 -3%
MG
57
Mather Group
Illinois
$15.6M +$1.79M +22,435 +12%
BDFN
58
Bond & Devick Financial Network
Minnesota
$14.5M
William Blair & Company
59
William Blair & Company
Illinois
$14.3M -$1.14M -14,312 -7%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$13.4M +$346K +4,348 +3%
Raymond James Financial
61
Raymond James Financial
Florida
$13.2M +$13.8M +173,266 New
EB
62
Eastern Bank
Massachusetts
$13.1M -$319K -4,011 -2%
Natixis Advisors
63
Natixis Advisors
Massachusetts
$13M +$183K +2,297 +1%
WCM
64
Windsor Capital Management
Arizona
$12.7M +$195K +2,447 +1%
DL
65
DOHJ LLC
Washington
$12.7M -$757K -9,514 -5%
Financial Engines Advisors
66
Financial Engines Advisors
California
$12.5M +$380K +4,773 +3%
MWM
67
Modera Wealth Management
New Jersey
$12.2M -$61.3K -770 -0.5%
CFG
68
Citizens Financial Group
Rhode Island
$11.3M -$1.82M -22,863 -13%
AA
69
Alesco Advisors
New York
$10.9M +$44.2K +556 +0.4%
AllianceBernstein
70
AllianceBernstein
Tennessee
$10.5M +$4.95M +62,208 +83%
SPIA
71
Steward Partners Investment Advisory
New York
$10.3M -$236K -2,969 -2%
SG
72
Stanich Group
New York
$10.2M +$10.7M +134,124 New
FEG
73
Fund Evaluation Group
Ohio
$9.95M +$3.54M +44,499 +52%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$9.88M +$1.18M +14,861 +13%
CGL
75
Clarius Group LLC
Washington
$9.26M +$2.79M +35,059 +41%

ESGD Hedge Fund Activity: Q4 2024 in Review

607 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2024, worth a combined $6.58B — down 5.3% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ESGD positions and 38 closed out — a net gain of 35 holders — while 280 added to existing stakes and 156 trimmed.

The largest buyer was Northern Trust, adding an estimated $77.4M. The largest seller was Fifth Third Bancorp, cutting an estimated $33.5M.

  • 607 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 73 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2024 was Northern Trust, an estimated $77.4M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2024 was Fifth Third Bancorp, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2024.