iShares ESG Aware MSCI EAFE ETF
ESGD
122 hedge funds and large institutions have $291M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 12 reducing their positions, and 9 closing their positions.
425% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 12
267% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 9
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
74% more capital invested
Capital invested by funds: $167M → $291M (+$124M)
23% more funds holding
Funds holding: 99 → 122 (+23)
16.92% more ownership
Funds ownership: 43.5% → 60.41% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$34.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$31.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.5M |
| 5 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$7.27M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$598K |
| 3 |
GAM
Gould Asset Management
Claremont,
California
|
-$509K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$300K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$299K |
ESGD Hedge Fund Activity: Q4 2018 in Review
122 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2018, worth a combined $291M — up 74% from $167M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new ESGD positions and 9 closed out — a net gain of 24 holders — while 63 added to existing stakes and 12 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $34.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.27M sold.
- 122 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2018, up from 99 in Q3 2018.
- Funds reported $291M of iShares ESG Aware MSCI EAFE ETF stock for Q4 2018, up 74% quarter-over-quarter.
- 33 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2018 and 9 closed out, a net change of +24 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $34.4M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2018 was Citadel Advisors, an estimated $7.27M sold.
Based on aggregated 13F filings for Q4 2018.