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iShares ESG Aware MSCI EAFE ETF

382 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 46

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

21% more capital invested

Capital invested by funds: $3.84B → $4.64B (+$798M)

4% more funds holding

Funds holding: 369382 (+13)

1.82% more ownership

Funds ownership: 76.08%77.9% (+1.8%)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
40
Increased
244
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
76
O'Brien Wealth Partners
Massachusetts
$5.32M +$290K +3,643 +6%
Stifel Financial
77
Stifel Financial
Missouri
$5.23M +$354K +4,452 +7%
SPIA
78
Steward Partners Investment Advisory
New York
$5.15M +$902K +11,332 +21%
WWP
79
Waypoint Wealth Partners
California
$4.82M -$36.6K -460 -0.7%
5L
80
55I LLC
Massachusetts
$4.75M +$2.05M +25,717 +75%
Franklin Resources
81
Franklin Resources
California
$4.71M +$25.4K +319 +0.5%
SHGA
82
Sand Hill Global Advisors
California
$4.67M +$149K +1,876 +3%
BWM
83
Baystate Wealth Management
Massachusetts
$4.63M +$394K +4,949 +9%
MWM
84
Merriman Wealth Management
Washington
$4.44M -$10.3K -130 -0.2%
PG
85
Prostatis Group
Maryland
$4.28M +$1.11M +13,949 +35%
SR
86
Swiss Re
Switzerland
$4.23M
LWP
87
Laurel Wealth Planning
Minnesota
$4.18M +$492K +6,178 +13%
SFS
88
Sowell Financial Services
Arkansas
$3.74M +$97.5K +1,225 +3%
TA
89
Tiedemann Advisors
New York
$3.62M +$152K +1,910 +4%
BWM
90
BigSur Wealth Management
Florida
$3.4M
CIAS
91
Capital Investment Advisory Services
North Carolina
$3.32M +$167K +2,100 +5%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$3.13M +$557K +7,001 +21%
FA
93
Financial Advisors
Massachusetts
$3.09M +$361K +4,532 +13%
ACA
94
Affinity Capital Advisors
California
$3.04M +$264K +3,314 +9%
BCM
95
Brookstone Capital Management
Illinois
$2.99M +$1.22M +15,387 +69%
MG
96
Mather Group
Illinois
$2.97M +$367K +4,605 +14%
GC
97
Garde Capital
Washington
$2.92M +$1M +12,577 +52%
BWP
98
BSW Wealth Partners
Colorado
$2.75M -$438K -5,500 -14%
AC
99
Apella Capital
Connecticut
$2.75M +$619K +7,773 +29%
TWM
100
TriaGen Wealth Management
California
$2.6M +$29.4K +369 +1%

ESGD Hedge Fund Activity: Q2 2021 in Review

382 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2021, worth a combined $4.64B — up 21% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESGD positions and 21 closed out — a net gain of 19 holders — while 244 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Creative Planning, cutting an estimated $4.02M.

  • 382 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2021, up from 369 in Q1 2021.
  • Funds reported $4.64B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2021 and 21 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2021 was Bank of America, an estimated $132M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2021 was Creative Planning, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2021.