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iShares ESG Aware MSCI EAFE ETF
ESGD

586 hedge funds and large institutions have $6.95B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 183 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 183

7% more capital invested

Capital invested by funds: $6.47B → $6.95B (+$479M)

1% more funds holding

Funds holding: 581 → 586 (+5)

1.1% less ownership

Funds ownership: 80.54% → 79.44% (-1.1%)

6% less funds holding in top 10

Funds holding in top 10: 17 → 16 (-1)

Holders
586
Holders Change
+5
Holders Change %
+0.86%
% of All Funds
8.41%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
45
Increased
217
Reduced
183
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.3M
2
Northern Trust
Northern Trust
Illinois
+$20.6M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$11.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10M
5
WANY
Wealthspire Advisors (New York)
New York
+$9.24M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$22.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$9.25M
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$8.73M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.26M
5
CAM
Clarity Asset Management
Iowa
-$5.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
151
Raymond James & Associates
Florida
$2.56M -$63.7K -788 -3%
CL
152
Choreo LLC
Illinois
$2.5M -$970 -12 -0%
Acadian Asset Management
153
Acadian Asset Management
Massachusetts
$2.48M +$2.38M +29,504 New
HWA
154
Hilltop Wealth Advisors
North Carolina
$2.44M -$8.4K -104 -0.4%
COCM
155
Charter Oak Capital Management
New Hampshire
$2.44M +$1.86K +23 +0.1%
MFG
156
Merit Financial Group
Georgia
$2.43M -$373K -4,615 -14%
ASN
157
Advisory Services Network
Georgia
$2.35M – – –
S
158
Syntrinsic
Colorado
$2.34M -$68K -842 -3%
GC
159
Grimes & Company
Massachusetts
$2.34M +$38.9K +482 +2%
BOPW
160
Brandywine Oak Private Wealth
Pennsylvania
$2.28M -$61.4K -760 -3%
NCM
161
Neumann Capital Management
California
$2.28M +$22.2K +275 +1%
AWA
162
Alaska Wealth Advisors
Alaska
$2.26M +$110K +1,367 +5%
BC
163
Brio Consultants
California
$2.24M +$79.4K +983 +4%
CWM
164
Connecticut Wealth Management
Connecticut
$2.21M – – –
HWA
165
Heritage Wealth Advisors
Virginia
$2.19M -$8.56K -106 -0.4%
CWM
166
Cranbrook Wealth Management
Michigan
$2.17M -$95K -1,176 -4%
TWM
167
TriaGen Wealth Management
California
$2.14M – – –
MBT
168
Montecito Bank & Trust
California
$2.14M – – –
LRWA
169
Long Run Wealth Advisors
New York
$2.14M +$66K +817 +3%
AF
170
Affiance Financial
Minnesota
$2.13M +$5.09K +63 +0.2%
B
171
Bailard
California
$2.11M -$59.7K -739 -3%
AGWCA
172
Annis Gardner Whiting Capital Advisors
Florida
$2.1M -$1.78K -22 -0.1%
OCM
173
One Capital Management
California
$2M +$4.36K +54 +0.2%
VC
174
Vicus Capital
Pennsylvania
$1.98M +$62.8K +777 +3%
DT
175
Diversified Trust
Tennessee
$1.97M -$16.2K -200 -0.8%
5 6
7
8 9

ESGD Hedge Fund Activity: Q3 2024 in Review

586 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2024, worth a combined $6.95B — up 7.4% from $6.47B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ESGD positions and 29 closed out — a net gain of 16 holders — while 217 added to existing stakes and 183 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.3M. The largest seller was TIAA Trust, National Association, cutting an estimated $22.5M.

  • 586 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2024, up from 581 in Q2 2024.
  • Funds reported $6.95B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 45 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2024 and 29 closed out, a net change of +16 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2024 was Fidelity Investments, an estimated $29.3M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2024.