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iShares ESG Aware MSCI EAFE ETF

483 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 243 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 129

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

3.97% more ownership

Funds ownership: 78.86%82.83% (+4%)

1% more capital invested

Capital invested by funds: $5.99B → $6.05B (+$58.6M)

3% less funds holding

Funds holding: 496483 (-13)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

Holders
483
Holders Change
-13
Holders Change %
-2.62%
% of All Funds
7.62%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
243
Reduced
129
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
151
White Lighthouse Investment Management
Massachusetts
$1.82M +$28.9K +384 +2%
LRWA
152
Long Run Wealth Advisors
New York
$1.81M +$75.1K +997 +4%
Bank Julius Baer & Co
153
Bank Julius Baer & Co
Switzerland
$1.8M -$143K -1,894 -7%
CGL
154
Clarius Group LLC
Washington
$1.79M
DT
155
Diversified Trust
Tennessee
$1.78M -$24.1K -320 -1%
SC
156
Savant Capital
Illinois
$1.77M -$66.6K -884 -4%
PHIC
157
Pine Haven Investment Counsel
Massachusetts
$1.75M +$139K +1,851 +8%
PWLP
158
Prio Wealth Limited Partnership
Massachusetts
$1.71M
IWC
159
Integrated Wealth Concepts
Massachusetts
$1.7M +$247K +3,280 +17%
CT
160
Cambridge Trust
Massachusetts
$1.68M -$22.9K -304 -1%
AWA
161
Alaska Wealth Advisors
Alaska
$1.65M +$346K +4,591 +26%
LNC
162
Lincoln National Corp
Pennsylvania
$1.65M +$3.16K +42 +0.2%
VC
163
Vicus Capital
Pennsylvania
$1.63M +$52.6K +699 +3%
CWM
164
Connecticut Wealth Management
Connecticut
$1.62M +$195K +2,591 +13%
ASN
165
Advisory Services Network
Georgia
$1.57M -$504K -6,699 -24%
SB
166
Simmons Bank
Arkansas
$1.56M -$230K -3,054 -13%
Jones Financial Companies
167
Jones Financial Companies
Missouri
$1.51M +$1.19M +15,863 +344%
OWA
168
One Wealth Advisors
California
$1.5M -$1.04M -13,835 -41%
Mariner
169
Mariner
Kansas
$1.45M +$383K +5,084 +35%
OCM
170
One Capital Management
California
$1.44M -$83K -1,102 -5%
Fisher Asset Management
171
Fisher Asset Management
Washington
$1.44M +$311K +4,126 +27%
AWM
172
Axxcess Wealth Management
California
$1.44M +$117K +1,548 +9%
RFA
173
RTD Financial Advisors
Pennsylvania
$1.44M +$3.54K +47 +0.2%
CWP
174
Concord Wealth Partners
Virginia
$1.43M +$249K +3,310 +21%
Massachusetts Financial Services
175
Massachusetts Financial Services
Massachusetts
$1.42M +$677K +8,990 +87%

ESGD Hedge Fund Activity: Q1 2022 in Review

483 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2022, worth a combined $6.05B — up 0.98% from $5.99B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of ESGD and 48 opened new positions — a net loss of 8 holders — while 129 trimmed existing stakes and 243 added.

The largest buyer was Jane Street, adding an estimated $256M. The largest seller was Envestnet Asset Management, cutting an estimated $87.7M.

  • 483 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $6.05B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2022, up 0.98% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2022 and 56 closed out, a net change of -8 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2022 was Jane Street, an estimated $256M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2022.