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iShares ESG Aware MSCI EAFE ETF

417 hedge funds and large institutions have $5.28B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 250 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

355% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 55

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

14% more capital invested

Capital invested by funds: $4.64B → $5.28B (+$638M)

9% more funds holding

Funds holding: 382417 (+35)

0.1% more ownership

Funds ownership: 77.9%78% (+0.1%)

Holders
417
Holders Change
+35
Holders Change %
+9.16%
% of All Funds
7.3%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
47
Increased
250
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$6.19M +$1.1M +13,730 +21%
Stifel Financial
77
Stifel Financial
Missouri
$5.96M +$789K +9,824 +15%
OBWP
78
O'Brien Wealth Partners
Massachusetts
$5.87M +$672K +8,374 +13%
BHB
79
Bank Hapoalim BM
Israel
$5.8M
WI
80
WrapManager Inc
California
$5.72M -$232K -2,884 -4%
CJA
81
C-J Advisory
California
$5.62M +$482 +6 +0%
PG
82
Prostatis Group
Maryland
$5.04M +$814K +10,138 +19%
LWP
83
Laurel Wealth Planning
Minnesota
$4.87M +$747K +9,302 +18%
SHGA
84
Sand Hill Global Advisors
California
$4.76M +$123K +1,535 +3%
WWP
85
Waypoint Wealth Partners
California
$4.74M -$43.4K -540 -0.9%
Franklin Resources
86
Franklin Resources
California
$4.62M -$56.4K -703 -1%
Citadel Advisors
87
Citadel Advisors
Florida
$4.61M +$4.73M +58,860 New
MWM
88
Merriman Wealth Management
Washington
$4.41M
SR
89
Swiss Re
Switzerland
$4.19M
JMPWA
90
JP Morgan Private Wealth Advisors
California
$4M +$2.84M +35,396 +225%
BWM
91
Baystate Wealth Management
Massachusetts
$3.96M -$645K -8,033 -14%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$3.73M +$3.82M +47,644 New
LGWM
93
Litman Gregory Wealth Management
California
$3.67M +$3.48M +43,390 +1,261%
MG
94
Mather Group
Illinois
$3.64M +$707K +8,805 +23%
CIAS
95
Capital Investment Advisory Services
North Carolina
$3.61M +$320K +3,980 +9%
FA
96
Financial Advisors
Massachusetts
$3.5M +$447K +5,567 +14%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$3.45M +$347K +4,323 +11%
TA
98
Tiedemann Advisors
New York
$3.4M -$202K -2,517 -5%
BWM
99
BigSur Wealth Management
Florida
$3.37M
BCM
100
Brookstone Capital Management
Illinois
$3.28M +$324K +4,039 +11%

ESGD Hedge Fund Activity: Q3 2021 in Review

417 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2021, worth a combined $5.28B — up 14% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 9 closed out — a net gain of 38 holders — while 250 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $131M. The largest seller was Jane Street, cutting an estimated $35.3M.

  • 417 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2021, up from 382 in Q2 2021.
  • Funds reported $5.28B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2021 and 9 closed out, a net change of +38 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2021 was Bank of America, an estimated $131M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2021 was Jane Street, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2021.