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iShares ESG Aware MSCI EAFE ETF

382 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 46

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

21% more capital invested

Capital invested by funds: $3.84B → $4.64B (+$798M)

4% more funds holding

Funds holding: 369382 (+13)

1.82% more ownership

Funds ownership: 76.08%77.9% (+1.8%)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
40
Increased
244
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$1.62M +$553K +6,950 +51%
OWA
127
One Wealth Advisors
California
$1.62M +$594K +7,467 +57%
SAS
128
Sage Advisory Services
Texas
$1.6M +$52.9K +664 +3%
SHWM
129
Silicon Hills Wealth Management
Texas
$1.53M +$398K +4,996 +35%
CWM
130
Connecticut Wealth Management
Connecticut
$1.51M +$1.52M +19,087 New
SC
131
Savant Capital
Illinois
$1.5M -$10.8K -136 -0.7%
GCA
132
Greenwood Capital Associates
South Carolina
$1.49M -$2.46M -30,850 -62%
VCM
133
Vision Capital Management
Oregon
$1.49M +$274K +3,448 +22%
AA
134
Alesco Advisors
New York
$1.48M +$49.7K +625 +3%
GC
135
Grimes & Company
Massachusetts
$1.44M +$285K +3,584 +24%
ASN
136
Advisory Services Network
Georgia
$1.42M +$419K +5,263 +42%
DT
137
Diversified Trust
Tennessee
$1.4M +$824K +10,350 +141%
FANJ
138
Financial Architects (New Jersey)
New Jersey
$1.36M +$219K +2,749 +19%
GAM
139
Gould Asset Management
California
$1.35M -$45.4K -570 -3%
WT
140
Whittier Trust
California
$1.29M +$1.51K +19 +0.1%
HGWM
141
Horst & Graben Wealth Management
Oregon
$1.29M +$179K +2,254 +16%
JMPWA
142
JP Morgan Private Wealth Advisors
California
$1.24M +$690K +8,675 +123%
Bank Julius Baer & Co
143
Bank Julius Baer & Co
Switzerland
$1.23M +$107K +1,349 +10%
Cerity Partners
144
Cerity Partners
New York
$1.22M +$417K +5,235 +51%
DWT
145
Dorsey & Whitney Trust
South Dakota
$1.21M +$159K +2,000 +15%
LNWWM
146
Laird Norton Wetherby Wealth Management
California
$1.21M +$1.22M +15,325 New
CL
147
CPWM LLC
Washington
$1.21M
WB
148
WesBanco Bank
West Virginia
$1.21M +$733K +9,205 +152%
EGWAG
149
Elwood & Goetz Wealth Advisory Group
Georgia
$1.19M +$480K +6,027 +67%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$1.18M +$404K +5,072 +51%

ESGD Hedge Fund Activity: Q2 2021 in Review

382 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2021, worth a combined $4.64B — up 21% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESGD positions and 21 closed out — a net gain of 19 holders — while 244 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Creative Planning, cutting an estimated $4.02M.

  • 382 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2021, up from 369 in Q1 2021.
  • Funds reported $4.64B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2021 and 21 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2021 was Bank of America, an estimated $132M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2021 was Creative Planning, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2021.