We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 40

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

64% more capital invested

Capital invested by funds: $1.17B → $1.92B (+$749M)

14% more funds holding

Funds holding: 215 → 245 (+30)

3.77% more ownership

Funds ownership: 74.56% → 78.33% (+3.8%)

Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.02%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$133M
2
Bank of America
Bank of America
North Carolina
+$61.8M
3
ST
Spinnaker Trust
Maine
+$55.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.4M
5
Northern Trust
Northern Trust
Illinois
+$36.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.27M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.36M
3
CWM
Connecticut Wealth Management
Connecticut
-$984K
4
GTAM
Global Trust Asset Management
Florida
-$537K
5
Deutsche Bank
Deutsche Bank
Germany
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
76
Frisch Financial Group
New York
$1.39M +$12.2K +212 +0.9%
NNP
77
Nachman Norwood & Parrott
South Carolina
$1.38M +$1.3M +22,722 New
P
78
Pitcairn
Pennsylvania
$1.35M +$204K +3,546 +19%
RF
79
RHS Financial
California
$1.33M +$538K +9,376 +74%
PWLP
80
Prio Wealth Limited Partnership
Massachusetts
$1.32M -$50.5K -880 -4%
SC
81
Savant Capital
Illinois
$1.31M +$719K +12,520 +138%
QCG
82
Quadrant Capital Group
Ohio
$1.2M +$1.14M +19,840 New
Deutsche Bank
83
Deutsche Bank
Germany
$1.19M -$520K -9,065 -32%
AI
84
Accredited Investors
Minnesota
$1.18M +$97.2K +1,693 +10%
ASN
85
Advisory Services Network
Georgia
$1.14M +$100K +1,748 +10%
AWA
86
Alaska Wealth Advisors
Alaska
$1.09M +$210K +3,650 +25%
SHWM
87
Silicon Hills Wealth Management
Texas
$1.07M -$34.8K -607 -3%
BEC
88
Blue Edge Capital
Virginia
$1.06M +$49.5K +862 +5%
5L
89
55I LLC
Massachusetts
$1.02M +$970K +16,897 New
WLIM
90
White Lighthouse Investment Management
Massachusetts
$958K -$40.7K -709 -4%
PI
91
PFS Investments
Georgia
$957K +$356K +6,197 +65%
AA
92
Alesco Advisors
New York
$944K +$186K +3,235 +26%
NAM
93
North American Management
Massachusetts
$923K +$875K +15,239 New
FANJ
94
Financial Architects (New Jersey)
New Jersey
$922K +$64.2K +1,118 +8%
SAS
95
Sage Advisory Services
Texas
$906K +$433K +7,540 +102%
SFS
96
Sowell Financial Services
Arkansas
$883K +$33.6K +586 +4%
ACA
97
Affinity Capital Advisors
California
$880K +$24.1K +419 +3%
WP
98
WealthSource Partners
California
$878K +$222K +3,875 +37%
HA
99
Harborview Advisors
Maine
$866K +$821K +14,297 New
VCM
100
Vision Capital Management
Oregon
$859K -$18.8K -327 -2%
2 3
4
5 6

ESGD Hedge Fund Activity: Q2 2020 in Review

245 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2020, worth a combined $1.92B — up 64% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 16 closed out — a net gain of 31 holders — while 134 added to existing stakes and 40 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $8.27M.

  • 245 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2020, up from 215 in Q1 2020.
  • Funds reported $1.92B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2020, up 64% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2020 and 16 closed out, a net change of +31 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2020 was Fifth Third Bancorp, an estimated $133M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2020 was Citadel Advisors, an estimated $8.27M sold.

Based on aggregated 13F filings for Q2 2020.