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iShares ESG Aware MSCI EAFE ETF

321 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 12

164% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 58

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

28% more capital invested

Capital invested by funds: $2.38B → $3.06B (+$677M)

21% more funds holding

Funds holding: 266321 (+55)

0.64% more ownership

Funds ownership: 76.06%76.71% (+0.64%)

Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.68%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
77
Increased
153
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parkside Advisors
California
$1.43M +$270K +3,952 +25%
WLIM
102
White Lighthouse Investment Management
Massachusetts
$1.41M -$41K -601 -3%
LNC
103
Lincoln National Corp
Pennsylvania
$1.4M -$21.2K -311 -2%
SC
104
Savant Capital
Illinois
$1.39M +$18.4K +269 +1%
HA
105
Harborview Advisors
Maine
$1.39M +$158K +2,319 +14%
ASN
106
Advisory Services Network
Georgia
$1.37M -$224K -3,279 -15%
AA
107
Alesco Advisors
New York
$1.37M +$49.9K +730 +4%
RF
108
RHS Financial
California
$1.36M -$148K -2,171 -10%
5L
109
55I LLC
Massachusetts
$1.3M -$109K -1,601 -8%
GAM
110
Gould Asset Management
California
$1.28M +$214K +3,140 +22%
CWM
111
Cranbrook Wealth Management
Michigan
$1.24M +$101K +1,484 +10%
Bank Julius Baer & Co
112
Bank Julius Baer & Co
Switzerland
$1.2M +$203K +2,977 +22%
SHWM
113
Silicon Hills Wealth Management
Texas
$1.19M -$7.58K -111 -0.7%
BFG
114
Baron Financial Group
New Jersey
$1.19M +$38.6K +565 +4%
SFS
115
Sowell Financial Services
Arkansas
$1.14M +$69K +1,011 +7%
WT
116
Whittier Trust
California
$1.13M +$110K +1,609 +12%
CL
117
CPWM LLC
Washington
$1.12M +$1.04M +15,300 New
FANJ
118
Financial Architects (New Jersey)
New Jersey
$1.12M +$2.05K +30 +0.2%
FFBTD
119
First Financial Bank - Trust Division
Ohio
$1.09M +$19.1K +280 +2%
VCM
120
Vision Capital Management
Oregon
$1.07M +$29.1K +426 +3%
GC
121
Garde Capital
Washington
$1.06M +$163K +2,390 +20%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$1.01M +$430K +6,290 +84%
BDFN
123
Bond & Devick Financial Network
Minnesota
$1M +$939K +13,747 New
TC
124
Trilogy Capital
California
$997K +$349K +5,106 +60%
GC
125
Grimes & Company
Massachusetts
$969K +$24.4K +358 +3%

ESGD Hedge Fund Activity: Q4 2020 in Review

321 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2020, worth a combined $3.06B — up 28% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ESGD positions and 12 closed out — a net gain of 65 holders — while 153 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $51M. The largest seller was Envestnet Asset Management, cutting an estimated $28.8M.

  • 321 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2020, up from 266 in Q3 2020.
  • Funds reported $3.06B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2020, up 28% quarter-over-quarter.
  • 77 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2020 and 12 closed out, a net change of +65 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2020 was Bank of America, an estimated $51M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2020.