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iShares ESG Aware MSCI EAFE ETF

607 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

79% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 156

4% more funds holding

Funds holding: 586607 (+21)

2.41% more ownership

Funds ownership: 79.44%81.85% (+2.4%)

5% less capital invested

Capital invested by funds: $6.95B → $6.58B (-$366M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
607
Holders Change
+21
Holders Change %
+3.58%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
101
Accredited Investors
Minnesota
$4.96M -$166K -2,087 -3%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$4.92M +$476K +5,984 +10%
BPA
103
Beacon Pointe Advisors
California
$4.74M -$232K -2,916 -4%
Truist Financial
104
Truist Financial
North Carolina
$4.74M +$769K +9,665 +18%
Citigroup
105
Citigroup
New York
$4.65M +$148K +1,864 +3%
HPFG
106
Hart & Patterson Financial Group
Massachusetts
$4.39M +$245K +3,082 +6%
MGIA
107
Moneta Group Investment Advisors
Missouri
$4.35M +$452K +5,676 +11%
SAG
108
SageView Advisory Group
California
$4.33M +$35K +440 +0.8%
RZH
109
Relyea Zuckerberg Hanson
Connecticut
$4.32M -$32.5K -408 -0.7%
SC
110
Savant Capital
Illinois
$4.22M -$78K -980 -2%
Cerity Partners
111
Cerity Partners
New York
$4.2M +$156K +1,960 +4%
QC
112
Quent Capital
New York
$4.16M +$648K +8,147 +18%
ASN
113
Advisory Services Network
Georgia
$4.13M +$1.94M +24,413 +82%
Osaic Holdings
114
Osaic Holdings
Arizona
$4M +$39.5K +496 +1%
DAS
115
Dynamic Advisor Solutions
Arizona
$3.92M +$125K +1,577 +3%
RSWM
116
Robertson Stephens Wealth Management
California
$3.87M -$228K -2,870 -5%
GC
117
Garde Capital
Washington
$3.81M -$549K -6,894 -12%
CAM
118
Cresset Asset Management
Illinois
$3.68M +$426K +5,360 +12%
TC
119
Trilogy Capital
California
$3.61M -$72.3K -909 -2%
OAM
120
Oppenheimer Asset Management
New York
$3.61M +$102K +1,278 +3%
P
121
Pitcairn
Pennsylvania
$3.55M
VW
122
Veridan Wealth
Oregon
$3.49M +$3.53M +44,413 New
CTC
123
Central Trust Company
Missouri
$3.48M +$67.3K +846 +2%
BEC
124
Blue Edge Capital
Virginia
$3.35M -$118K -1,483 -3%
IWM
125
Integris Wealth Management
California
$3.34M +$72.1K +906 +2%

ESGD Hedge Fund Activity: Q4 2024 in Review

607 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2024, worth a combined $6.58B — down 5.3% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ESGD positions and 38 closed out — a net gain of 35 holders — while 280 added to existing stakes and 156 trimmed.

The largest buyer was Northern Trust, adding an estimated $77.4M. The largest seller was Fifth Third Bancorp, cutting an estimated $33.5M.

  • 607 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 73 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2024 was Northern Trust, an estimated $77.4M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2024 was Fifth Third Bancorp, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2024.