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iShares ESG Aware MSCI EAFE ETF

607 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

79% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 156

4% more funds holding

Funds holding: 586607 (+21)

2.41% more ownership

Funds ownership: 79.44%81.85% (+2.4%)

5% less capital invested

Capital invested by funds: $6.95B → $6.58B (-$366M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
607
Holders Change
+21
Holders Change %
+3.58%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
76
RVW Wealth
California
$9.2M -$93.3K -1,172 -1%
Franklin Resources
77
Franklin Resources
California
$9.16M -$5.41K -68 -0.1%
WANY
78
Wealthspire Advisors (New York)
New York
$9.11M -$68.6K -862 -0.7%
REMPR
79
Roof Eidam Maycock Peralta (REMP)
California
$9.07M +$328K +4,120 +4%
SHGA
80
Sand Hill Global Advisors
California
$8.92M +$549K +6,899 +6%
SRWM
81
Shira Ridge Wealth Management
California
$8.91M +$602K +7,561 +7%
Stifel Financial
82
Stifel Financial
Missouri
$8.81M +$36.2K +455 +0.4%
OWM
83
Orgel Wealth Management
Wisconsin
$8.66M +$546K +6,860 +6%
WA
84
Wealth Architects
California
$7.95M +$462K +5,808 +6%
WI
85
WrapManager Inc
California
$7.38M -$68.7K -864 -0.9%
HIF
86
Hill Island Financial
Michigan
$7.32M +$174K +2,191 +2%
LWP
87
Laurel Wealth Planning
Minnesota
$7.27M +$338K +4,251 +5%
GM
88
GeoWealth Management
Illinois
$7.25M -$1.81M -22,740 -19%
EP
89
Essential Planning
New Hampshire
$7.02M +$7.01M +88,110 New
LGWM
90
Litman Gregory Wealth Management
California
$6.94M +$32K +402 +0.4%
PAG
91
Private Advisor Group
New Jersey
$6.71M +$104K +1,305 +2%
AC
92
Apella Capital
Connecticut
$6.48M -$8.75K -110 -0.1%
II
93
Impact Investors
California
$6.01M +$6.28M +78,982 New
BWP
94
BSW Wealth Partners
Colorado
$5.77M +$66.9K +841 +1%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$5.65M +$184K +2,311 +3%
MWM
96
Mascoma Wealth Management
New Hampshire
$5.6M +$336K +4,223 +6%
NA
97
Nottingham Advisors
New York
$5.55M -$511K -6,427 -8%
SWA
98
SOA Wealth Advisors
New York
$5.48M -$104K -1,306 -2%
NA
99
NewEdge Advisors
Louisiana
$5.45M +$689K +8,655 +14%
JFA
100
JNBA Financial Advisors
Minnesota
$5.21M +$163K +2,043 +3%

ESGD Hedge Fund Activity: Q4 2024 in Review

607 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2024, worth a combined $6.58B — down 5.3% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ESGD positions and 38 closed out — a net gain of 35 holders — while 280 added to existing stakes and 156 trimmed.

The largest buyer was Northern Trust, adding an estimated $77.4M. The largest seller was Fifth Third Bancorp, cutting an estimated $33.5M.

  • 607 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 73 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2024 was Northern Trust, an estimated $77.4M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2024 was Fifth Third Bancorp, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2024.