We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF

417 hedge funds and large institutions have $5.28B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 250 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

355% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 55

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

14% more capital invested

Capital invested by funds: $4.64B → $5.28B (+$638M)

9% more funds holding

Funds holding: 382417 (+35)

0.1% more ownership

Funds ownership: 77.9%78% (+0.1%)

Holders
417
Holders Change
+35
Holders Change %
+9.16%
% of All Funds
7.3%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
47
Increased
250
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
126
Baron Financial Group
New Jersey
$2M +$149K +1,860 +8%
P
127
Pitcairn
Pennsylvania
$1.99M -$75.6K -942 -4%
HA
128
Harborview Advisors
Maine
$1.99M +$134K +1,668 +7%
DAS
129
Dynamic Advisor Solutions
Arizona
$1.95M +$344K +4,291 +21%
SB
130
Simmons Bank
Arkansas
$1.9M +$833K +10,379 +75%
WB
131
WesBanco Bank
West Virginia
$1.89M +$714K +8,889 +58%
HGWM
132
Horst & Graben Wealth Management
Oregon
$1.87M +$599K +7,463 +46%
PWLP
133
Prio Wealth Limited Partnership
Massachusetts
$1.82M +$98.3K +1,224 +6%
WLIM
134
White Lighthouse Investment Management
Massachusetts
$1.82M +$154K +1,920 +9%
VCM
135
Vision Capital Management
Oregon
$1.81M +$340K +4,233 +23%
CWM
136
Cranbrook Wealth Management
Michigan
$1.79M +$64.1K +799 +4%
Renaissance Technologies
137
Renaissance Technologies
New York
$1.74M -$321K -4,000 -15%
LNC
138
Lincoln National Corp
Pennsylvania
$1.71M +$88.5K +1,102 +5%
RF
139
RHS Financial
California
$1.71M -$62.2K -775 -3%
DT
140
Diversified Trust
Tennessee
$1.69M +$313K +3,895 +22%
QCG
141
Quadrant Capital Group
Ohio
$1.69M +$27.7K +345 +2%
CT
142
Cambridge Trust
Massachusetts
$1.64M +$1.04M +12,924 +161%
ASN
143
Advisory Services Network
Georgia
$1.6M +$196K +2,443 +14%
GC
144
Grimes & Company
Massachusetts
$1.59M +$165K +2,051 +11%
SIM
145
Seaview Investment Managers
Florida
$1.55M +$1.59M +19,807 New
OCM
146
One Capital Management
California
$1.53M +$1.08M +13,415 +219%
SAS
147
Sage Advisory Services
Texas
$1.53M -$60.1K -749 -4%
SC
148
Savant Capital
Illinois
$1.52M +$36K +449 +2%
EGWAG
149
Elwood & Goetz Wealth Advisory Group
Georgia
$1.51M +$336K +4,183 +28%
CWM
150
Connecticut Wealth Management
Connecticut
$1.5M

ESGD Hedge Fund Activity: Q3 2021 in Review

417 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2021, worth a combined $5.28B — up 14% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 9 closed out — a net gain of 38 holders — while 250 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $131M. The largest seller was Jane Street, cutting an estimated $35.3M.

  • 417 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2021, up from 382 in Q2 2021.
  • Funds reported $5.28B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2021 and 9 closed out, a net change of +38 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2021 was Bank of America, an estimated $131M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2021 was Jane Street, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2021.