iShares ESG Aware MSCI EAFE ETF
ESGD
81 hedge funds and large institutions have $107M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
200% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 12
52% more capital invested
Capital invested by funds: $70.6M → $107M (+$36.3M)
21% more funds holding
Funds holding: 67 → 81 (+14)
2.83% more ownership
Funds ownership: 34.93% → 37.76% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$8.55M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.62M |
| 3 |
Jane Street
New York
|
+$4.42M |
| 4 |
Morgan Stanley
New York
|
+$4.17M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$661K |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$298K |
| 3 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$200K |
| 4 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$200K |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$199K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fifth Third Bancorp
Cincinnati,
Ohio
| $4K | – | – | – |
|
|
APA
77
American Portfolios Advisors
Holbrook,
New York
| $3.91K | – | – | – |
|
|
YWP
78
YorkBridge Wealth Partners
New York
| $2K | – | – | – |
|
|
WAP
79
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $2K | +$2.24K | +33 | New |
|
|
CFA
80
Carroll Financial Associates
Charlotte,
North Carolina
| $1K | – | – | – |
|
|
81
Citadel Advisors
Miami,
Florida
| – | -$661K | -9,823 | Closed |
|
|
CWM
82
Cabot Wealth Management
Salem,
Massachusetts
| – | -$200K | -2,975 | Closed |
|
|
CA
83
Cornerstone Advisory
Hunt Valley,
Maryland
| – | -$200K | -2,970 | Closed |
|
|
SCA
84
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| – | -$52K | -770 | Closed |
|
|
SWP
85
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$35K | -522 | Closed |
|
|
TAIM
86
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$16K | -237 | Closed |
|
ESGD Hedge Fund Activity: Q2 2018 in Review
81 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2018, worth a combined $107M — up 52% from $70.6M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ESGD positions and 6 closed out — a net gain of 14 holders — while 36 added to existing stakes and 12 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $8.55M. The largest seller was Citadel Advisors, exiting entirely with an estimated $661K sold.
- 81 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2018, up from 67 in Q1 2018.
- Funds reported $107M of iShares ESG Aware MSCI EAFE ETF stock for Q2 2018, up 52% quarter-over-quarter.
- 20 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2018 and 6 closed out, a net change of +14 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2018 was PNC Financial Services Group, an estimated $8.55M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2018 was Citadel Advisors, an estimated $661K sold.
Based on aggregated 13F filings for Q2 2018.