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iShares ESG Aware MSCI EAFE ETF

382 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 46

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

21% more capital invested

Capital invested by funds: $3.84B → $4.64B (+$798M)

4% more funds holding

Funds holding: 369382 (+13)

1.82% more ownership

Funds ownership: 76.08%77.9% (+1.8%)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
40
Increased
244
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parkside Advisors
California
$2.42M +$544K +6,839 +29%
CCWA
102
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.31M +$1.01M +12,692 +77%
TC
103
Trilogy Capital
California
$2.24M +$491K +6,172 +28%
Wealthfront Advisers
104
Wealthfront Advisers
California
$2.19M +$2.2M +27,670 New
HHGA
105
Halbert Hargrove Global Advisors
California
$2.16M +$408K +5,128 +23%
P
106
Pitcairn
Pennsylvania
$2.08M +$50.2K +631 +2%
Renaissance Technologies
107
Renaissance Technologies
New York
$2.07M -$806K -10,124 -28%
FFG
108
Frisch Financial Group
New York
$2.04M +$20K +251 +1%
PWM
109
Perigon Wealth Management
California
$2.02M +$1.58M +19,826 +346%
PPA
110
Parametric Portfolio Associates
Washington
$1.99M -$637 -8 -0%
AI
111
Accredited Investors
Minnesota
$1.96M +$160K +2,011 +9%
PL
112
Plancorp LLC
Missouri
$1.96M +$58.8K +739 +3%
BEC
113
Blue Edge Capital
Virginia
$1.94M +$79.7K +1,001 +4%
HA
114
Harborview Advisors
Maine
$1.87M +$313K +3,930 +20%
BFG
115
Baron Financial Group
New Jersey
$1.87M +$256K +3,215 +16%
JFA
116
JNBA Financial Advisors
Minnesota
$1.86M +$323K +4,061 +21%
WP
117
WealthSource Partners
California
$1.8M +$375K +4,714 +26%
RF
118
RHS Financial
California
$1.78M +$174K +2,192 +11%
CWM
119
Cranbrook Wealth Management
Michigan
$1.74M +$178K +2,237 +11%
PWLP
120
Prio Wealth Limited Partnership
Massachusetts
$1.74M
NEPWA
121
New England Private Wealth Advisors
Massachusetts
$1.74M +$1.75M +21,960 New
WLIM
122
White Lighthouse Investment Management
Massachusetts
$1.68M +$105K +1,325 +7%
QCG
123
Quadrant Capital Group
Ohio
$1.68M +$54K +678 +3%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$1.66M +$689K +8,660 +70%
LNC
125
Lincoln National Corp
Pennsylvania
$1.64M +$4.3K +54 +0.3%

ESGD Hedge Fund Activity: Q2 2021 in Review

382 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2021, worth a combined $4.64B — up 21% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESGD positions and 21 closed out — a net gain of 19 holders — while 244 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Creative Planning, cutting an estimated $4.02M.

  • 382 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2021, up from 369 in Q1 2021.
  • Funds reported $4.64B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2021 and 21 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2021 was Bank of America, an estimated $132M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2021 was Creative Planning, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2021.