We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

321 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 12

164% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 58

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

28% more capital invested

Capital invested by funds: $2.38B → $3.06B (+$677M)

21% more funds holding

Funds holding: 266 → 321 (+55)

0.64% more ownership

Funds ownership: 76.06% → 76.71% (+0.64%)

Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.68%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
77
Increased
153
Reduced
58
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$51M
2
PCA
Personal Capital Advisors
California
+$32.6M
3
Morgan Stanley
Morgan Stanley
New York
+$27.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$18.9M
5
Betterment LLC
Betterment LLC
New York
+$18M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$28.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$13.5M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$9.69M
4
BlackRock
BlackRock
New York
-$7.21M
5
NA
Nottingham Advisors
New York
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
126
JNBA Financial Advisors
Minnesota
$968K +$523K +7,658 +137%
AC
127
Apella Capital
Connecticut
$965K +$341K +4,995 +61%
CTA
128
Chesley Taft & Associates
Illinois
$960K – – –
BCM
129
Brookstone Capital Management
Illinois
$947K +$400K +5,861 +83%
Renaissance Technologies
130
Renaissance Technologies
New York
$942K -$82K -1,200 -9%
FI
131
FormulaFolio Investments
Michigan
$937K +$876K +12,827 New
MIAN
132
Mariner Independent Advisor Network
Kansas
$908K +$41.5K +607 +5%
AWA
133
Alaska Wealth Advisors
Alaska
$869K -$674K -9,869 -45%
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$866K +$381K +5,581 +89%
DAS
135
Dynamic Advisor Solutions
Arizona
$866K +$809K +11,851 New
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$835K +$781K +11,438 New
NEGWA
137
New England Guild Wealth Advisors
Connecticut
$834K +$780K +11,416 New
DWT
138
Dorsey & Whitney Trust
South Dakota
$828K – – –
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$796K -$28.4K -416 -4%
JFGLC
140
Johnson Financial Group LLC (Colorado)
Colorado
$793K -$43.4K -636 -6%
MM
141
Main Management
California
$760K – – –
PAG
142
Private Advisor Group
New Jersey
$760K +$63.4K +928 +10%
COCM
143
Charter Oak Capital Management
New Hampshire
$755K +$706K +10,343 New
KAS
144
Kestra Advisory Services
Texas
$746K +$692K +10,127 New
IWC
145
Integrated Wealth Concepts
Massachusetts
$729K +$67.2K +984 +11%
KP
146
Keel Point
Alabama
$720K +$5.33K +78 +0.8%
RJT
147
Raymond James Trust
Florida
$686K +$168K +2,464 +36%
PA
148
Paracle Advisors
Washington
$683K +$9.36K +137 +1%
TWM
149
Tradition Wealth Management
Minnesota
$683K +$639K +9,356 New
V
150
Veritable
Delaware
$673K -$495K -7,250 -44%
4 5
6
7 8

ESGD Hedge Fund Activity: Q4 2020 in Review

321 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2020, worth a combined $3.06B — up 28% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ESGD positions and 12 closed out — a net gain of 65 holders — while 153 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $51M. The largest seller was Envestnet Asset Management, cutting an estimated $28.8M.

  • 321 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2020, up from 266 in Q3 2020.
  • Funds reported $3.06B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2020, up 28% quarter-over-quarter.
  • 77 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2020 and 12 closed out, a net change of +65 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2020 was Bank of America, an estimated $51M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2020.