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iShares ESG Aware MSCI EAFE ETF

607 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

79% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 156

4% more funds holding

Funds holding: 586607 (+21)

2.41% more ownership

Funds ownership: 79.44%81.85% (+2.4%)

5% less capital invested

Capital invested by funds: $6.95B → $6.58B (-$366M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
607
Holders Change
+21
Holders Change %
+3.58%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$3.32M -$1.02M -12,860 -23%
FWI
127
Facet Wealth Inc
Maryland
$3.28M +$28.4K +357 +0.9%
Fisher Asset Management
128
Fisher Asset Management
Washington
$3.23M -$184K -2,311 -5%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.21M +$126K +1,588 +4%
CNBT
130
Canandaigua National Bank & Trust
New York
$3.21M -$141K -1,775 -4%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$3.19M +$245K +3,079 +8%
AWM
132
Axxcess Wealth Management
California
$3.17M +$481K +6,042 +17%
DF
133
Dunhill Financial
United Kingdom
$3.13M -$559K -7,020 -15%
PL
134
Plancorp LLC
Missouri
$3.11M +$43.9K +552 +1%
WWP
135
Waypoint Wealth Partners
California
$3.08M +$1.11K +14 +0%
BRIA
136
Balanced Rock Investment Advisors
Massachusetts
$3M -$1.01M -12,748 -24%
PAS
137
Park Avenue Securities
New York
$2.92M +$79.7K +1,002 +3%
KP
138
Keel Point
Alabama
$2.87M +$38.4K +482 +1%
BSCCG
139
Blue Sky Capital Consultants Group
California
$2.85M +$2.98M +37,428 New
OCM
140
Objective Capital Management
Ohio
$2.79M -$44.4K -558 -1%
ACA
141
Aptus Capital Advisors
Alabama
$2.74M +$2.3M +28,893 +407%
JFG
142
JMG Financial Group
Illinois
$2.73M -$2.23K -28 -0.1%
PA
143
Parkside Advisors
California
$2.7M +$18.9K +238 +0.7%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$2.68M +$2.2M +27,606 +362%
BFG
145
Baron Financial Group
New Jersey
$2.59M -$50.5K -635 -2%
MFG
146
Merit Financial Group
Georgia
$2.52M +$335K +4,213 +15%
PHIC
147
Pine Haven Investment Counsel
Massachusetts
$2.49M +$79.4K +998 +3%
SOWAS
148
Silver Oak Wealth Advisors Services
California
$2.46M +$2.57M +32,250 New
WP
149
WealthShield Partners
North Carolina
$2.45M -$271K -3,403 -10%
VCM
150
Vision Capital Management
Oregon
$2.44M +$29.8K +375 +1%

ESGD Hedge Fund Activity: Q4 2024 in Review

607 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2024, worth a combined $6.58B — down 5.3% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ESGD positions and 38 closed out — a net gain of 35 holders — while 280 added to existing stakes and 156 trimmed.

The largest buyer was Northern Trust, adding an estimated $77.4M. The largest seller was Fifth Third Bancorp, cutting an estimated $33.5M.

  • 607 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 73 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2024 was Northern Trust, an estimated $77.4M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2024 was Fifth Third Bancorp, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2024.