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iShares ESG Aware MSCI EAFE ETF
ESGD

574 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 232 increasing their positions, 181 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

28% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 181

11% more funds holding in top 10

Funds holding in top 10: 19 → 21 (+2)

1% more capital invested

Capital invested by funds: $6.51B → $6.58B (+$67M)

0% less funds holding

Funds holding: 576 → 574 (-2)

4.52% less ownership

Funds ownership: 85.31% → 80.78% (-4.5%)

Holders
574
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.27%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
43
Increased
232
Reduced
181
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EI
Ellevest Inc
New York
+$50.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$29M
3
Northern Trust
Northern Trust
Illinois
+$27.8M
4
Bank of America
Bank of America
North Carolina
+$19.1M
5
Betterment LLC
Betterment LLC
New York
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$354M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$50.2M
3
BlackRock
BlackRock
New York
-$31.5M
4
Jane Street
Jane Street
New York
-$23.2M
5
Empower Advisory Group
Empower Advisory Group
Colorado
-$14.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
151
Syntrinsic
Colorado
$2.25M – – –
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$2.24M +$16.5K +215 +0.8%
LRWA
153
Long Run Wealth Advisors
New York
$2.23M -$36.4K -475 -2%
BOPW
154
Brandywine Oak Private Wealth
Pennsylvania
$2.2M +$56.7K +740 +3%
AWA
155
Alaska Wealth Advisors
Alaska
$2.2M -$254K -3,313 -11%
HI
156
Harbour Investments
Wisconsin
$2.17M +$292K +3,818 +16%
FWI
157
Facet Wealth Inc
Maryland
$2.16M +$18K +235 +0.9%
CL
158
Choreo LLC
Illinois
$2.15M -$20.1K -263 -1%
FFBTD
159
First Financial Bank - Trust Division
Ohio
$2.12M -$1.39M -18,175 -41%
NCM
160
Neumann Capital Management
California
$2.12M +$95K +1,240 +5%
GC
161
Grimes & Company
Massachusetts
$2.1M +$255K +3,330 +15%
DWT
162
Dorsey & Whitney Trust
South Dakota
$2.09M +$398K +5,200 +25%
CWM
163
Connecticut Wealth Management
Connecticut
$2.09M – – –
RF
164
RHS Financial
California
$2.07M +$23.5K +307 +1%
RFA
165
RTD Financial Advisors
Pennsylvania
$2.06M -$13.2K -172 -0.7%
B
166
Bailard
California
$2.06M +$33.5K +437 +2%
TWM
167
TriaGen Wealth Management
California
$2.06M -$114K -1,493 -5%
MBT
168
Montecito Bank & Trust
California
$2.03M -$229K -2,985 -10%
HWA
169
Heritage Wealth Advisors
Virginia
$2.02M -$766 -10 -0%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$1.99M -$748K -9,762 -28%
AGWCA
171
Annis Gardner Whiting Capital Advisors
Florida
$1.99M +$586K +7,650 +44%
DT
172
Diversified Trust
Tennessee
$1.9M +$1.38K +18 +0.1%
CWP
173
CFM Wealth Partners
Texas
$1.87M +$27K +352 +2%
OCM
174
One Capital Management
California
$1.87M +$201K +2,620 +13%
VC
175
Vicus Capital
Pennsylvania
$1.86M -$9.88K -129 -0.6%
5 6
7
8 9

ESGD Hedge Fund Activity: Q1 2024 in Review

574 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2024, worth a combined $6.58B — up 1% from $6.51B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ESGD positions and 32 closed out — a net gain of 11 holders — while 232 added to existing stakes and 181 trimmed.

The largest buyer was Ellevest Inc, adding an estimated $50.7M. The largest seller was Morgan Stanley, cutting an estimated $354M.

  • 574 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2024, down from 576 in Q4 2023.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2024, up 1% quarter-over-quarter.
  • 43 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2024 and 32 closed out, a net change of +11 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2024 was Ellevest Inc, an estimated $50.7M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2024 was Morgan Stanley, an estimated $354M sold.

Based on aggregated 13F filings for Q1 2024.