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iShares ESG Aware MSCI EAFE ETF
ESGD

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 40

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

64% more capital invested

Capital invested by funds: $1.17B → $1.92B (+$749M)

14% more funds holding

Funds holding: 215 → 245 (+30)

3.77% more ownership

Funds ownership: 74.56% → 78.33% (+3.8%)

Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.02%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$133M
2
Bank of America
Bank of America
North Carolina
+$61.8M
3
ST
Spinnaker Trust
Maine
+$55.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.4M
5
Northern Trust
Northern Trust
Illinois
+$36.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.27M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.36M
3
CWM
Connecticut Wealth Management
Connecticut
-$984K
4
GTAM
Global Trust Asset Management
Florida
-$537K
5
Deutsche Bank
Deutsche Bank
Germany
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
101
Sullivan, Bruyette, Speros & Blaney
Virginia
$847K -$8.21K -143 -1%
CWM
102
Cranbrook Wealth Management
Michigan
$798K +$157K +2,730 +26%
CTA
103
Chesley Taft & Associates
Illinois
$796K +$128K +2,225 +20%
V
104
Veritable
Delaware
$784K – – –
MIAN
105
Mariner Independent Advisor Network
Kansas
$776K +$6.95K +121 +1%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$762K +$22.6K +393 +3%
WT
107
Whittier Trust
California
$746K – – –
GC
108
Grimes & Company
Massachusetts
$740K +$702K +12,221 New
SCA
109
Snowden Capital Advisors
New York
$722K +$80.1K +1,395 +13%
JFGLC
110
Johnson Financial Group LLC (Colorado)
Colorado
$722K -$65.6K -1,143 -9%
FFBTD
111
First Financial Bank - Trust Division
Ohio
$710K +$672K +11,713 New
G
112
GenTrust
Florida
$697K +$660K +11,504 New
GAM
113
Gould Asset Management
California
$694K -$21K -365 -3%
SFSG
114
Stearns Financial Services Group
North Carolina
$683K +$16.2K +283 +3%
BAAM
115
Baker Avenue Asset Management
California
$651K +$2.3K +40 +0.4%
MM
116
Main Management
California
$630K -$7.69K -134 -1%
DWT
117
Dorsey & Whitney Trust
South Dakota
$627K +$186K +3,246 +46%
KP
118
Keel Point
Alabama
$593K -$24.9K -434 -4%
PA
119
Parkside Advisors
California
$591K +$152K +2,639 +37%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$585K +$5.91K +103 +1%
PAG
121
Private Advisor Group
New Jersey
$581K -$94.1K -1,639 -15%
SDWMA
122
Schneider Downs Wealth Management Advisors
Pennsylvania
$575K +$3.1K +54 +0.6%
EH
123
Equitable Holdings
New York
$573K +$253K +4,398 +87%
LNC
124
Lincoln National Corp
Pennsylvania
$568K +$5.4K +94 +1%
PA
125
Paracle Advisors
Washington
$558K +$238K +4,140 +82%
3 4
5
6 7

ESGD Hedge Fund Activity: Q2 2020 in Review

245 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2020, worth a combined $1.92B — up 64% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 16 closed out — a net gain of 31 holders — while 134 added to existing stakes and 40 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $8.27M.

  • 245 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2020, up from 215 in Q1 2020.
  • Funds reported $1.92B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2020, up 64% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2020 and 16 closed out, a net change of +31 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2020 was Fifth Third Bancorp, an estimated $133M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2020 was Citadel Advisors, an estimated $8.27M sold.

Based on aggregated 13F filings for Q2 2020.