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iShares ESG Aware MSCI EAFE ETF
ESGD

483 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 243 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 129

10% more funds holding in top 10

Funds holding in top 10: 21 → 23 (+2)

3.97% more ownership

Funds ownership: 78.86% → 82.83% (+4%)

1% more capital invested

Capital invested by funds: $5.99B → $6.05B (+$58.6M)

3% less funds holding

Funds holding: 496 → 483 (-13)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

Holders
483
Holders Change
-13
Holders Change %
-2.62%
% of All Funds
7.62%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
243
Reduced
129
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$256M
2
JP Morgan Chase
JP Morgan Chase
New York
+$70.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$54.9M
4
FTUS
Flow Traders U.S.
New York
+$49.1M
5
Morgan Stanley
Morgan Stanley
New York
+$49M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$87.7M
2
Bank of America
Bank of America
North Carolina
-$74M
3
PPW
Parcion Private Wealth
Washington
-$36.1M
4
EI
Ellevest Inc
New York
-$30M
5
BlackRock
BlackRock
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
101
Baystate Wealth Management
Massachusetts
$4.04M +$276K +3,661 +7%
Allianz Asset Management
102
Allianz Asset Management
Germany
$3.98M -$2.49M -33,000 -38%
SR
103
Swiss Re
Switzerland
$3.94M – – –
OCM
104
Objective Capital Management
Ohio
$3.9M +$452 +6 +0%
MG
105
Mather Group
Illinois
$3.72M +$34.6K +460 +0.9%
BCM
106
Brookstone Capital Management
Illinois
$3.69M +$104K +1,376 +3%
CIAS
107
Capital Investment Advisory Services
North Carolina
$3.53M -$150K -1,990 -4%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$3.23M +$116K +1,543 +4%
ACA
109
Affinity Capital Advisors
California
$3.22M -$146K -1,943 -4%
SHJ
110
Sharkey, Howes & Javer
Colorado
$3.18M -$1.71M -22,694 -35%
BWM
111
BigSur Wealth Management
Florida
$3.17M – – –
NEPWA
112
New England Private Wealth Advisors
Massachusetts
$2.98M +$4.37K +58 +0.1%
LNWWM
113
Laird Norton Wetherby Wealth Management
California
$2.97M +$1.35M +17,949 +80%
JFA
114
JNBA Financial Advisors
Minnesota
$2.91M +$274K +3,640 +10%
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.91M +$313K +4,156 +12%
TC
116
Trilogy Capital
California
$2.88M +$686K +9,105 +30%
FAAM
117
First Ascent Asset Management
Colorado
$2.86M +$883K +11,728 +43%
IA
118
IFP Advisors
Florida
$2.85M +$2.91M +38,652 +1,075%
TWM
119
TriaGen Wealth Management
California
$2.78M -$149K -1,979 -5%
PL
120
Plancorp LLC
Missouri
$2.72M +$193K +2,559 +7%
DAS
121
Dynamic Advisor Solutions
Arizona
$2.71M +$483K +6,411 +21%
FA
122
Financial Advisors
Massachusetts
$2.7M -$941K -12,500 -25%
P
123
Pitcairn
Pennsylvania
$2.69M +$691K +9,169 +34%
BEC
124
Blue Edge Capital
Virginia
$2.69M +$220K +2,920 +9%
MWM
125
Mascoma Wealth Management
New Hampshire
$2.6M +$963K +12,786 +57%
3 4
5
6 7

ESGD Hedge Fund Activity: Q1 2022 in Review

483 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2022, worth a combined $6.05B — up 0.98% from $5.99B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of ESGD and 48 opened new positions — a net loss of 8 holders — while 129 trimmed existing stakes and 243 added.

The largest buyer was Jane Street, adding an estimated $256M. The largest seller was Envestnet Asset Management, cutting an estimated $87.7M.

  • 483 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $6.05B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2022, up 0.98% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2022 and 56 closed out, a net change of -8 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2022 was Jane Street, an estimated $256M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2022.