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iShares ESG Aware MSCI EAFE ETF

417 hedge funds and large institutions have $5.28B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 250 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

355% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 55

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

14% more capital invested

Capital invested by funds: $4.64B → $5.28B (+$638M)

9% more funds holding

Funds holding: 382417 (+35)

0.1% more ownership

Funds ownership: 77.9%78% (+0.1%)

Holders
417
Holders Change
+35
Holders Change %
+9.16%
% of All Funds
7.3%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
47
Increased
250
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
101
Garde Capital
Washington
$3.21M +$321K +4,004 +11%
ACA
102
Affinity Capital Advisors
California
$3.2M +$195K +2,433 +6%
KAS
103
Kestra Advisory Services
Texas
$3.13M +$2.41M +30,052 +303%
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$3.12M +$1.43M +17,822 +81%
AC
105
Apella Capital
Connecticut
$3.09M +$378K +4,713 +14%
SFS
106
Sowell Financial Services
Arkansas
$2.84M -$892K -11,105 -23%
BWP
107
BSW Wealth Partners
Colorado
$2.73M
CCWA
108
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.71M +$433K +5,398 +19%
PA
109
Parkside Advisors
California
$2.64M +$254K +3,160 +10%
TWM
110
TriaGen Wealth Management
California
$2.57M -$321 -4 -0%
WP
111
WealthSource Partners
California
$2.54M +$771K +9,604 +42%
OWA
112
One Wealth Advisors
California
$2.49M +$903K +11,250 +55%
BEC
113
Blue Edge Capital
Virginia
$2.48M +$564K +7,027 +29%
JFA
114
JNBA Financial Advisors
Minnesota
$2.46M +$628K +7,820 +33%
FI
115
Financial Insights
Washington
$2.34M +$284K +3,540 +13%
Truist Financial
116
Truist Financial
North Carolina
$2.28M +$1.16M +14,395 +98%
TC
117
Trilogy Capital
California
$2.27M +$82.4K +1,027 +4%
Prudential Financial
118
Prudential Financial
New Jersey
$2.19M +$1.08M +13,507 +100%
AI
119
Accredited Investors
Minnesota
$2.15M +$215K +2,682 +11%
MAM
120
Magellan Asset Management
Australia
$2.13M +$2.19M +27,220 New
HHGA
121
Halbert Hargrove Global Advisors
California
$2.07M -$80.5K -1,003 -4%
FFG
122
Frisch Financial Group
New York
$2.06M +$35.3K +440 +2%
PWM
123
Perigon Wealth Management
California
$2.05M +$50.7K +632 +2%
PL
124
Plancorp LLC
Missouri
$2.04M +$106K +1,322 +5%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$2.03M +$398K +4,957 +24%

ESGD Hedge Fund Activity: Q3 2021 in Review

417 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2021, worth a combined $5.28B — up 14% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 9 closed out — a net gain of 38 holders — while 250 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $131M. The largest seller was Jane Street, cutting an estimated $35.3M.

  • 417 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2021, up from 382 in Q2 2021.
  • Funds reported $5.28B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2021 and 9 closed out, a net change of +38 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2021 was Bank of America, an estimated $131M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2021 was Jane Street, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2021.