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iShares ESG Aware MSCI EAFE ETF
ESGD

321 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 12

164% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 58

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

28% more capital invested

Capital invested by funds: $2.38B → $3.06B (+$677M)

21% more funds holding

Funds holding: 266 → 321 (+55)

0.64% more ownership

Funds ownership: 76.06% → 76.71% (+0.64%)

Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.68%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
77
Increased
153
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$51M
2
PCA
Personal Capital Advisors
California
+$32.6M
3
Morgan Stanley
Morgan Stanley
New York
+$27.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$18.9M
5
Betterment LLC
Betterment LLC
New York
+$18M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$28.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$13.5M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$9.69M
4
BlackRock
BlackRock
New York
-$7.21M
5
NA
Nottingham Advisors
New York
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
76
Raymond James & Associates
Florida
$3.18M +$344K +5,040 +13%
BWM
77
BigSur Wealth Management
Florida
$3.14M +$546K +8,000 +23%
BWP
78
BSW Wealth Partners
Colorado
$2.94M – – –
TA
79
Tiedemann Advisors
New York
$2.9M -$345K -5,047 -11%
PI
80
PFS Investments
Georgia
$2.74M +$707K +10,358 +39%
FA
81
Financial Advisors
Massachusetts
$2.3M +$38.9K +570 +2%
TWM
82
TriaGen Wealth Management
California
$2.27M +$2.13M +31,151 New
ACA
83
Affinity Capital Advisors
California
$2.17M +$671K +9,822 +50%
MG
84
Mather Group
Illinois
$2.14M +$1.5M +21,913 +296%
M&T Bank
85
M&T Bank
New York
$1.98M +$1.39M +20,402 +304%
SWM
86
SVA Wealth Management
Wisconsin
$1.92M +$244K +3,572 +16%
LGWM
87
Litman Gregory Wealth Management
California
$1.83M -$26.6K -390 -2%
FFG
88
Frisch Financial Group
New York
$1.83M +$141K +2,068 +9%
FI
89
Financial Insights
Washington
$1.8M +$162K +2,368 +11%
CIAS
90
Capital Investment Advisory Services
North Carolina
$1.72M +$1.24M +18,083 +335%
AI
91
Accredited Investors
Minnesota
$1.67M +$256K +3,749 +20%
P
92
Pitcairn
Pennsylvania
$1.67M +$36.3K +532 +2%
NAM
93
North American Management
Massachusetts
$1.63M -$7.79K -114 -0.5%
PWLP
94
Prio Wealth Limited Partnership
Massachusetts
$1.59M +$5.46K +80 +0.4%
QCG
95
Quadrant Capital Group
Ohio
$1.49M +$6.76K +99 +0.5%
HHGA
96
Halbert Hargrove Global Advisors
California
$1.49M -$1.71K -25 -0.1%
Deutsche Bank
97
Deutsche Bank
Germany
$1.46M +$25.3K +370 +2%
BEC
98
Blue Edge Capital
Virginia
$1.46M +$38.3K +561 +3%
SBSB
99
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.45M +$387K +5,669 +40%
SAS
100
Sage Advisory Services
Texas
$1.43M -$28.5K -417 -2%
2 3
4
5 6

ESGD Hedge Fund Activity: Q4 2020 in Review

321 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2020, worth a combined $3.06B — up 28% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ESGD positions and 12 closed out — a net gain of 65 holders — while 153 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $51M. The largest seller was Envestnet Asset Management, cutting an estimated $28.8M.

  • 321 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2020, up from 266 in Q3 2020.
  • Funds reported $3.06B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2020, up 28% quarter-over-quarter.
  • 77 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2020 and 12 closed out, a net change of +65 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2020 was Bank of America, an estimated $51M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2020.