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iShares ESG Aware MSCI EAFE ETF
ESGD

496 hedge funds and large institutions have $5.99B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 270 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

494% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 17

409% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 53

19% more funds holding

Funds holding: 417 → 496 (+79)

14% more capital invested

Capital invested by funds: $5.28B → $5.99B (+$715M)

0.86% more ownership

Funds ownership: 78% → 78.86% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
496
Holders Change
+79
Holders Change %
+18.94%
% of All Funds
7.63%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
101
Increased
270
Reduced
53
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$88.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$45.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$39.1M
4
PCA
Personal Capital Advisors
California
+$36.5M
5
Morgan Stanley
Morgan Stanley
New York
+$35.8M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$16.8M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$12.3M
3
FTUS
Flow Traders U.S.
New York
-$10.4M
4
Jane Street
Jane Street
New York
-$7.59M
5
CFG
Citizens Financial Group
Rhode Island
-$7.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
126
Financial Insights
Washington
$2.44M +$69.7K +875 +3%
AI
127
Accredited Investors
Minnesota
$2.42M +$232K +2,914 +11%
DAS
128
Dynamic Advisor Solutions
Arizona
$2.42M +$446K +5,602 +23%
TC
129
Trilogy Capital
California
$2.38M +$78.3K +983 +3%
FFG
130
Frisch Financial Group
New York
$2.27M +$186K +2,331 +9%
ASN
131
Advisory Services Network
Georgia
$2.23M +$614K +7,708 +38%
BFG
132
Baron Financial Group
New Jersey
$2.18M +$154K +1,940 +8%
PWM
133
Perigon Wealth Management
California
$2.17M +$92.4K +1,161 +4%
P
134
Pitcairn
Pennsylvania
$2.17M +$151K +1,900 +7%
SWG
135
Summit Wealth Group
Vermont
$2.16M +$1.23M +15,449 +131%
FAAM
136
First Ascent Asset Management
Colorado
$2.15M +$804K +10,092 +59%
VCM
137
Vision Capital Management
Oregon
$2.14M +$310K +3,897 +17%
MCWS
138
McKinley Carter Wealth Services
West Virginia
$2.1M +$1.44M +18,085 +218%
RF
139
RHS Financial
California
$2.09M +$361K +4,536 +21%
Bank Julius Baer & Co
140
Bank Julius Baer & Co
Switzerland
$2.09M +$864K +10,846 +70%
SC
141
Savant Capital
Illinois
$1.98M +$436K +5,480 +28%
DT
142
Diversified Trust
Tennessee
$1.94M +$223K +2,795 +13%
WLIM
143
White Lighthouse Investment Management
Massachusetts
$1.94M +$93.6K +1,175 +5%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$1.93M +$995K +12,495 +106%
SB
145
Simmons Bank
Arkansas
$1.93M – – –
HGWM
146
Horst & Graben Wealth Management
Oregon
$1.93M +$33.3K +418 +2%
CWM
147
Cranbrook Wealth Management
Michigan
$1.92M +$106K +1,329 +6%
LRWA
148
Long Run Wealth Advisors
New York
$1.87M +$1.88M +23,558 New
PWLP
149
Prio Wealth Limited Partnership
Massachusetts
$1.85M – – –
CT
150
Cambridge Trust
Massachusetts
$1.84M +$176K +2,209 +11%
4 5
6
7 8

ESGD Hedge Fund Activity: Q4 2021 in Review

496 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2021, worth a combined $5.99B — up 14% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ESGD positions and 17 closed out — a net gain of 84 holders — while 270 added to existing stakes and 53 trimmed.

The largest buyer was Bank of America, adding an estimated $88.3M. The largest seller was Macquarie Group, cutting an estimated $16.8M.

  • 496 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2021, up from 417 in Q3 2021.
  • Funds reported $5.99B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 101 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2021 and 17 closed out, a net change of +84 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2021 was Bank of America, an estimated $88.3M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2021 was Macquarie Group, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2021.