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iShares ESG Aware MSCI EAFE ETF

321 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 12

164% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 58

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

28% more capital invested

Capital invested by funds: $2.38B → $3.06B (+$677M)

21% more funds holding

Funds holding: 266321 (+55)

0.64% more ownership

Funds ownership: 76.06%76.71% (+0.64%)

Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.68%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
77
Increased
153
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
151
Vicus Capital
Pennsylvania
$669K +$291K +4,263 +87%
FA
152
Fiducient Advisors
Illinois
$660K -$1.07M -15,636 -63%
QCM
153
Quest Capital Management
Texas
$642K +$150K +2,202 +33%
FWCM
154
Ferguson Wellman Capital Management
Oregon
$633K +$88.8K +1,300 +18%
EFSCE
155
Enterprise Financial Services Corp (EFSC)
Missouri
$627K -$1.5K -22 -0.3%
HWA
156
Hilltop Wealth Advisors
North Carolina
$618K +$60.3K +883 +12%
GBBWRPM
157
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$611K +$571K +8,359 New
SIC
158
Sigma Investment Counselors
Michigan
$611K +$571K +8,360 New
WP
159
WealthSource Partners
California
$608K -$851K -12,467 -60%
DL
160
DOHJ LLC
Washington
$608K +$559K +8,187 New
MWM
161
Mascoma Wealth Management
New Hampshire
$587K +$549K +8,035 New
CA
162
CGN Advisors
Kansas
$582K +$544K +7,965 New
CGL
163
Clarius Group LLC
Washington
$562K +$50.3K +736 +11%
IFAM
164
Institutional & Family Asset Management
Colorado
$553K +$24.5K +359 +5%
WCFA
165
Walkner Condon Financial Advisors
Wisconsin
$553K +$50.1K +733 +11%
RW
166
REDW Wealth
New Mexico
$549K -$99.2K -1,453 -16%
HB
167
Homrich & Berg
Georgia
$547K +$175K +2,568 +52%
CIAS
168
CFS Investment Advisory Services
New Jersey
$546K +$511K +7,482 New
CW
169
CreativeOne Wealth
Kansas
$541K +$506K +7,410 New
Cerity Partners
170
Cerity Partners
New York
$529K +$494K +7,236 New
CIBC Asset Management
171
CIBC Asset Management
Ontario, Canada
$524K
G
172
GenTrust
Florida
$520K -$362K -5,302 -43%
CG
173
Colony Group
Massachusetts
$519K +$200K +2,922 +70%
TNB
174
TCF National Bank
South Dakota
$516K +$888 +13 +0.2%
Truist Financial
175
Truist Financial
North Carolina
$506K +$47.3K +692 +11%

ESGD Hedge Fund Activity: Q4 2020 in Review

321 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2020, worth a combined $3.06B — up 28% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ESGD positions and 12 closed out — a net gain of 65 holders — while 153 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $51M. The largest seller was Envestnet Asset Management, cutting an estimated $28.8M.

  • 321 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2020, up from 266 in Q3 2020.
  • Funds reported $3.06B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2020, up 28% quarter-over-quarter.
  • 77 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2020 and 12 closed out, a net change of +65 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2020 was Bank of America, an estimated $51M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2020.