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iShares ESG Aware MSCI EAFE ETF
ESGD

369 hedge funds and large institutions have $3.84B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 211 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

402% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 42

379% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 14

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

26% more capital invested

Capital invested by funds: $3.06B → $3.84B (+$782M)

15% more funds holding

Funds holding: 321 → 369 (+48)

0.63% less ownership

Funds ownership: 76.71% → 76.08% (-0.63%)

Holders
369
Holders Change
+48
Holders Change %
+14.95%
% of All Funds
6.48%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
67
Increased
211
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$155M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$65.4M
3
PCA
Personal Capital Advisors
California
+$42.1M
4
PPW
Parcion Private Wealth
Washington
+$34.3M
5
Betterment LLC
Betterment LLC
New York
+$33.1M

Top Sellers

Rank Fund Capital Flow
1
KeyBank National Association
KeyBank National Association
Ohio
-$17.8M
2
BHB
Bank Hapoalim BM
Israel
-$6.02M
3
Wells Fargo
Wells Fargo
California
-$4.12M
4
Stifel Financial
Stifel Financial
Missouri
-$1.96M
5
GCA
Greenwood Capital Associates
South Carolina
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
76
Franklin Resources
California
$4.5M +$572K +7,602 +15%
SHGA
77
Sand Hill Global Advisors
California
$4.35M +$555K +7,370 +15%
MWM
78
Merriman Wealth Management
Washington
$4.28M +$9.79K +130 +0.2%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$4.18M +$245K +3,254 +6%
SPIA
80
Steward Partners Investment Advisory
New York
$4.09M +$303K +4,019 +8%
BWM
81
Baystate Wealth Management
Massachusetts
$4.07M +$461K +6,126 +13%
SR
82
Swiss Re
Switzerland
$4.06M +$4.03M +53,490 New
GCA
83
Greenwood Capital Associates
South Carolina
$3.78M -$1.23M -16,343 -25%
SFS
84
Sowell Financial Services
Arkansas
$3.68M +$2.3M +30,533 +196%
LWP
85
Laurel Wealth Planning
Minnesota
$3.54M -$280K -3,712 -7%
TA
86
Tiedemann Advisors
New York
$3.34M +$315K +4,188 +11%
LGWM
87
Litman Gregory Wealth Management
California
$3.3M +$1.38M +18,358 +73%
BWM
88
BigSur Wealth Management
Florida
$3.26M – – –
BWP
89
BSW Wealth Partners
Colorado
$3.06M – – –
PG
90
Prostatis Group
Maryland
$3.05M +$3.03M +40,225 New
CIAS
91
Capital Investment Advisory Services
North Carolina
$3.03M +$1.24M +16,458 +70%
Renaissance Technologies
92
Renaissance Technologies
New York
$2.76M +$1.76M +23,424 +182%
ACA
93
Affinity Capital Advisors
California
$2.66M +$410K +5,439 +18%
FA
94
Financial Advisors
Massachusetts
$2.62M +$230K +3,051 +10%
5L
95
55I LLC
Massachusetts
$2.62M +$1.25M +16,602 +93%
MG
96
Mather Group
Illinois
$2.51M +$279K +3,703 +13%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$2.48M +$1.42M +18,833 +136%
TWM
98
TriaGen Wealth Management
California
$2.46M +$92.4K +1,227 +4%
AC
99
Apella Capital
Connecticut
$2.05M +$1.04M +13,773 +104%
FI
100
Financial Insights
Washington
$1.99M +$123K +1,636 +7%
2 3
4
5 6

ESGD Hedge Fund Activity: Q1 2021 in Review

369 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2021, worth a combined $3.84B — up 26% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ESGD positions and 14 closed out — a net gain of 53 holders — while 211 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $155M. The largest seller was KeyBank National Association, cutting an estimated $17.8M.

  • 369 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2021, up from 321 in Q4 2020.
  • Funds reported $3.84B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2021, up 26% quarter-over-quarter.
  • 67 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2021 and 14 closed out, a net change of +53 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2021 was Bank of America, an estimated $155M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2021 was KeyBank National Association, an estimated $17.8M sold.

Based on aggregated 13F filings for Q1 2021.