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iShares ESG Aware MSCI EAFE ETF
ESGD

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 40

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

64% more capital invested

Capital invested by funds: $1.17B → $1.92B (+$749M)

14% more funds holding

Funds holding: 215 → 245 (+30)

3.77% more ownership

Funds ownership: 74.56% → 78.33% (+3.8%)

Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.02%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$133M
2
Bank of America
Bank of America
North Carolina
+$61.8M
3
ST
Spinnaker Trust
Maine
+$55.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.4M
5
Northern Trust
Northern Trust
Illinois
+$36.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.27M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.36M
3
CWM
Connecticut Wealth Management
Connecticut
-$984K
4
GTAM
Global Trust Asset Management
Florida
-$537K
5
Deutsche Bank
Deutsche Bank
Germany
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
126
REDW Wealth
New Mexico
$544K +$13.2K +230 +3%
IWC
127
Integrated Wealth Concepts
Massachusetts
$506K +$479K +8,348 New
SIC
128
Sigma Investment Counselors
Michigan
$506K +$480K +8,360 New
MWA
129
MFA Wealth Advisors
Pennsylvania
$505K +$39.9K +695 +9%
WIP
130
Wellesley Investment Partners
Massachusetts
$500K +$52.3K +911 +12%
HWA
131
Hilltop Wealth Advisors
North Carolina
$489K -$25.8K -450 -5%
JMPWA
132
JP Morgan Private Wealth Advisors
California
$453K +$430K +7,481 New
IFAM
133
Institutional & Family Asset Management
Colorado
$443K +$44.2K +770 +12%
VHAM
134
Van Hulzen Asset Management
California
$439K +$110K +1,917 +36%
CIBC Asset Management
135
CIBC Asset Management
Ontario, Canada
$434K – – –
Bank Julius Baer & Co
136
Bank Julius Baer & Co
Switzerland
$431K -$294K -5,126 -42%
TC
137
Trilogy Capital
California
$424K +$382K +6,661 New
CGL
138
Clarius Group LLC
Washington
$421K +$399K +6,952 New
WR
139
Watson Rebecca
$412K +$7.52K +131 +2%
VC
140
Vicus Capital
Pennsylvania
$410K -$107K -1,858 -22%
RJT
141
Raymond James Trust
Florida
$410K +$3.73K +65 +1%
EFSCE
142
Enterprise Financial Services Corp (EFSC)
Missouri
$409K +$39.3K +684 +11%
COF
143
Capital One Financial
Virginia
$399K – – –
QCM
144
Quest Capital Management
Texas
$399K +$1.21K +21 +0.3%
PAS
145
Partnervest Advisory Services
California
$394K +$2.01K +35 +0.5%
OPS
146
Orion Portfolio Solutions
Nebraska
$392K +$346K +6,024 +1,354%
PWM
147
Perigon Wealth Management
California
$389K +$369K +6,425 New
FWCM
148
Ferguson Wellman Capital Management
Oregon
$388K +$2.01K +35 +0.6%
SWP
149
Stratos Wealth Partners
Ohio
$386K +$38.3K +667 +12%
OCM
150
One Capital Management
California
$374K – – –
4 5
6
7 8

ESGD Hedge Fund Activity: Q2 2020 in Review

245 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2020, worth a combined $1.92B — up 64% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 16 closed out — a net gain of 31 holders — while 134 added to existing stakes and 40 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $8.27M.

  • 245 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2020, up from 215 in Q1 2020.
  • Funds reported $1.92B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2020, up 64% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2020 and 16 closed out, a net change of +31 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2020 was Fifth Third Bancorp, an estimated $133M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2020 was Citadel Advisors, an estimated $8.27M sold.

Based on aggregated 13F filings for Q2 2020.