iShares ESG Aware MSCI EAFE ETF
ESGD
215 hedge funds and large institutions have $1.17B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 35 reducing their positions, and 27 closing their positions.
206% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 35
70% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 27
17% more capital invested
Capital invested by funds: $999M → $1.17B (+$169M)
8% more funds holding
Funds holding: 200 → 215 (+15)
6.88% more ownership
Funds ownership: 67.69% → 74.56% (+6.9%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$116M |
| 2 |
Morgan Stanley
New York
|
+$89.8M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$44M |
| 4 |
Betterment LLC
New York
|
+$43.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$41.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$10.7M |
| 2 |
Jane Street
New York
|
-$7.61M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$6.85M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.32M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.39M |
ESGD Hedge Fund Activity: Q1 2020 in Review
215 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2020, worth a combined $1.17B — up 17% from $999M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new ESGD positions and 27 closed out — a net gain of 19 holders — while 107 added to existing stakes and 35 trimmed.
The largest buyer was Bank of America, adding an estimated $116M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $10.7M.
- 215 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2020, up from 200 in Q4 2019.
- Funds reported $1.17B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2020, up 17% quarter-over-quarter.
- 46 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2020 and 27 closed out, a net change of +19 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2020 was Bank of America, an estimated $116M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2020 was F.L. Putnam Investment Management, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2020.