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iShares ESG Aware MSCI EAFE ETF

382 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 46

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

21% more capital invested

Capital invested by funds: $3.84B → $4.64B (+$798M)

4% more funds holding

Funds holding: 369382 (+13)

1.82% more ownership

Funds ownership: 76.08%77.9% (+1.8%)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
40
Increased
244
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
151
Hilltop Wealth Advisors
North Carolina
$1.18M +$271K +3,399 +29%
EH
152
Equitable Holdings
New York
$1.17M +$144K +1,812 +14%
Truist Financial
153
Truist Financial
North Carolina
$1.16M +$473K +5,946 +68%
MI
154
Mercer Investments
Massachusetts
$1.16M +$1.16M +14,616 New
AWA
155
Alaska Wealth Advisors
Alaska
$1.15M +$196K +2,458 +20%
FFBTD
156
First Financial Bank - Trust Division
Ohio
$1.15M -$4.38K -55 -0.4%
WL
157
WIT LLC
District of Columbia
$1.12M +$1.13M +14,200 New
MWM
158
Mascoma Wealth Management
New Hampshire
$1.1M +$144K +1,811 +15%
SB
159
Simmons Bank
Arkansas
$1.1M +$1.1M +13,874 New
COCM
160
Charter Oak Capital Management
New Hampshire
$1.08M +$107K +1,347 +11%
Prudential Financial
161
Prudential Financial
New Jersey
$1.07M +$322K +4,046 +43%
IWC
162
Integrated Wealth Concepts
Massachusetts
$1.06M +$108K +1,356 +11%
HB
163
Homrich & Berg
Georgia
$980K +$239K +3,003 +32%
FC
164
Fulcrum Capital
Washington
$975K +$377K +4,737 +62%
Fisher Asset Management
165
Fisher Asset Management
Washington
$973K +$194K +2,442 +25%
CTA
166
Chesley Taft & Associates
Illinois
$960K -$79.6K -1,000 -8%
PAG
167
Private Advisor Group
New Jersey
$943K +$7.88K +99 +0.8%
CAN
168
Cetera Advisor Networks
California
$919K +$365K +4,587 +65%
BMD
169
Better Money Decisions
New Mexico
$917K +$388K +4,869 +72%
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$908K -$7.4K -93 -0.8%
VC
171
Vicus Capital
Pennsylvania
$891K +$82.9K +1,041 +10%
DL
172
DOHJ LLC
Washington
$877K +$241K +3,023 +37%
RJT
173
Raymond James Trust
Florida
$865K +$48.5K +609 +6%
Deutsche Bank
174
Deutsche Bank
Germany
$846K -$19.8K -249 -2%
EFSCE
175
Enterprise Financial Services Corp (EFSC)
Missouri
$833K -$133K -1,665 -14%

ESGD Hedge Fund Activity: Q2 2021 in Review

382 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2021, worth a combined $4.64B — up 21% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESGD positions and 21 closed out — a net gain of 19 holders — while 244 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Creative Planning, cutting an estimated $4.02M.

  • 382 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2021, up from 369 in Q1 2021.
  • Funds reported $4.64B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2021 and 21 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2021 was Bank of America, an estimated $132M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2021 was Creative Planning, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2021.