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iShares ESG Aware MSCI EAFE ETF
ESGD

147 hedge funds and large institutions have $456M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 17

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

57% more capital invested

Capital invested by funds: $291M → $456M (+$165M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more funds holding

Funds holding: 122 → 147 (+25)

5.57% more ownership

Funds ownership: 60.41% → 65.99% (+5.6%)

Holders
147
Holders Change
+25
Holders Change %
+20.49%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
37
Increased
66
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCA
Personal Capital Advisors
California
+$48.3M
2
Bank of America
Bank of America
North Carolina
+$15.6M
3
EI
Ellevest Inc
New York
+$14.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$14.3M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$15.1M
2
Ameriprise
Ameriprise
Minnesota
-$8.73M
3
BWP
BSW Wealth Partners
Colorado
-$6.61M
4
UBS Group
UBS Group
Switzerland
-$5.51M
5
TA
Tiedemann Advisors
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
126
Tarbox Family Office
California
$24K – – –
AG
127
Advisor Group
Arizona
$24K +$4.48K +73 +24%
MA
128
MCF Advisors
Kentucky
$21K – – –
AIM
129
Advantage Investment Management
Iowa
$15K – – –
VNA
130
Valley National Advisers
Pennsylvania
$15K +$14.1K +230 New
AOWM
131
Alpha Omega Wealth Management
Virginia
$13K +$1.53K +25 +14%
APC
132
Aspire Private Capital
North Carolina
$11K +$614 +10 +6%
CA
133
Cetera Advisors
Colorado
$11K +$10.8K +176 New
PGA
134
Premia Global Advisors
Florida
$11K +$10.8K +176 New
AC
135
Avestar Capital
New York
$9K -$3.07K -50 -25%
IA
136
IFP Advisors
Florida
$9K – – –
SWP
137
Strategic Wealth Partners
Ohio
$6K – – –
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$4K – – –
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
CGI
140
Cougar Global Investments
Ontario, Canada
$3K +$368 +6 +14%
RCAG
141
Rehmann Capital Advisory Group
Michigan
$2.21K +$2.15K +35 New
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
YWP
143
YorkBridge Wealth Partners
New York
$2K – – –
BWA
144
Burt Wealth Advisors
Maryland
$2K +$1.47K +24 New
Fidelity Investments
145
Fidelity Investments
Massachusetts
$2K +$1.72K +28 +2,800%
SF
146
Synovus Financial
Georgia
$2K +$1.84K +30 New
CFA
147
Carroll Financial Associates
North Carolina
$1K – – –
TA
148
Tiedemann Advisors
New York
– -$1.03M -17,953 Closed
RJA
149
Raymond James & Associates
Florida
– -$670K -11,675 Closed
CNBT
150
Canandaigua National Bank & Trust
New York
– -$353K -6,154 Closed
3 4 5
6
7

ESGD Hedge Fund Activity: Q1 2019 in Review

147 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2019, worth a combined $456M — up 57% from $291M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESGD positions and 10 closed out — a net gain of 27 holders — while 66 added to existing stakes and 17 trimmed.

The largest buyer was Personal Capital Advisors, opening a new position worth an estimated $48.3M. The largest seller was JP Morgan Chase, cutting an estimated $15.1M.

  • 147 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2019, up from 122 in Q4 2018.
  • Funds reported $456M of iShares ESG Aware MSCI EAFE ETF stock for Q1 2019, up 57% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2019 and 10 closed out, a net change of +27 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2019 was Personal Capital Advisors, an estimated $48.3M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2019 was JP Morgan Chase, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2019.