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iShares ESG Aware MSCI EAFE ETF
ESGD

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 40

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

64% more capital invested

Capital invested by funds: $1.17B → $1.92B (+$749M)

14% more funds holding

Funds holding: 215 → 245 (+30)

3.77% more ownership

Funds ownership: 74.56% → 78.33% (+3.8%)

Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.02%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$133M
2
Bank of America
Bank of America
North Carolina
+$61.8M
3
ST
Spinnaker Trust
Maine
+$55.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.4M
5
Northern Trust
Northern Trust
Illinois
+$36.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.27M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.36M
3
CWM
Connecticut Wealth Management
Connecticut
-$984K
4
GTAM
Global Trust Asset Management
Florida
-$537K
5
Deutsche Bank
Deutsche Bank
Germany
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
151
Meeder Asset Management
Ohio
$371K +$346K +6,024 +5,792%
LFASL
152
Lugano Financial Advisors SA (LFA)
Switzerland
$363K -$274K -4,773 -45%
Truist Financial
153
Truist Financial
North Carolina
$360K +$61.5K +1,071 +22%
FHA
154
First Horizon Advisors
Tennessee
$355K +$207K +3,605 +159%
TSA
155
Tri-Star Advisors
Texas
$343K +$312K +5,426 New
JFA
156
JNBA Financial Advisors
Minnesota
$337K +$10.4K +182 +3%
BCM
157
Brookstone Capital Management
Illinois
$337K +$319K +5,562 New
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$334K +$39.3K +685 +15%
MCM
159
Maxim Capital Management
California
$334K +$52K +906 +21%
BCI
160
Brinker Capital Investments
Pennsylvania
$327K -$42.6K -742 -12%
RZH
161
Relyea Zuckerberg Hanson
Connecticut
$324K -$76.1K -1,325 -20%
ST
162
Sentinel Trust
Texas
$320K +$303K +5,283 New
GC
163
Garde Capital
Washington
$317K -$121K -2,103 -29%
CB
164
Community Bank
New York
$317K – – –
PP
165
PDS Planning
Ohio
$311K -$5.05K -88 -2%
BIA
166
Bigelow Investment Advisors
Maine
$307K -$44.8K -780 -13%
HHGA
167
Halbert Hargrove Global Advisors
California
$297K +$14.1K +245 +5%
AC
168
Apella Capital
Connecticut
$287K +$272K +4,730 New
CCA
169
Cobblestone Capital Advisors
New York
$281K -$25.5K -445 -9%
RW
170
RVW Wealth
California
$281K +$266K +4,634 New
CT
171
Columbia Trust
Oregon
$277K +$264K +4,590 New
AWS
172
AJ Wealth Strategies
New York
$275K – – –
FFN
173
Focus Financial Network
Minnesota
$275K +$260K +4,536 New
CWM
174
Chicago Wealth Management
Illinois
$273K +$258K +4,500 New
PFA
175
Pure Financial Advisors
California
$272K +$258K +4,497 New
5 6
7
8 9

ESGD Hedge Fund Activity: Q2 2020 in Review

245 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2020, worth a combined $1.92B — up 64% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 16 closed out — a net gain of 31 holders — while 134 added to existing stakes and 40 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $8.27M.

  • 245 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2020, up from 215 in Q1 2020.
  • Funds reported $1.92B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2020, up 64% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2020 and 16 closed out, a net change of +31 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2020 was Fifth Third Bancorp, an estimated $133M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2020 was Citadel Advisors, an estimated $8.27M sold.

Based on aggregated 13F filings for Q2 2020.